Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
SELKIRK MANAGEMENT LLC 08-01-2019 06-30-2019 18 185,851,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
AMAZON.COM INC CMN COM 1 $27,297,000 14,415 14.69 14.56 0 0.00
CELGENE CORPORATION CMN COM 2 $22,948,000 248,250 12.35 13.28 0 0.00
CHEGG INC COM 3 $12,465,000 323,000 6.71 6.98 0 0.00
ALIBABA GROUP HOLDINGS ADR SPONSORED ADR 4 $11,387,000 67,200 6.13 6.95 0 0.00
ZILLOW GROUP INC - CLASS C COM 5 $10,855,000 234,000 5.84 4.61 0 0.00
AMERICAN TOWER CORPORATION CMN COM 6 $10,049,000 49,150 5.41 5.49 0 0.00
EQUINIX INC CMN COM 7 $9,884,000 19,600 5.32 5.04 0 0.00
CHARTER COMMUNICATION COM 8 $9,761,000 24,700 5.25 5.35 -2,500 -9.19
BOOKING HOLDINGS INC COM 9 $9,374,000 5,000 5.04 4.95 0 0.00
FACEBOOK, INC. COM 10 $8,685,000 45,000 4.67 4.25 0 0.00
GRUBHUB INC. COM 11 $8,540,000 109,500 4.60 4.31 0 0.00
ACCERLERATE DIAGNOSTICS, INC. COM 12 $7,981,000 348,805 4.29 4.16 0 0.00
CARVANA CO COM 13 $7,824,000 125,000 4.21 4.12 0 0.00
POWERSHARES QQQ TRUST UNIT SER 1 Liquidated $0 0 5.22 50,000 +Inf
VISA INC. CMN CLASS A COM 15 $6,942,000 40,000 3.74 3.54 0 0.00
ALPHABET INC CLASS A COM 16 $6,930,000 6,400 3.73 4.47 -300 -4.48
ZILLOW GROUP INC - CLASS A COM 17 $5,949,000 130,000 3.20 2.52 0 0.00
STARS GROUP INC COM 18 $4,694,000 275,000 2.53 2.97 -24,000 -8.03
JD.COM, INC. COM 19 $4,286,000 141,500 2.31 2.42 0 0.00
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