Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SELKIRK MANAGEMENT LLC 11-11-2019 09-30-2019 18 177,191,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMAZON.COM INC CMN COM 1 $25,023,000 14,415 14.12 14.69 0 0.00 09-30-2019
CELGENE CORPORATION CMN COM 2 $24,651,000 248,250 13.91 12.35 0 0.00 09-30-2019
EQUINIX INC CMN COM 3 $11,305,000 19,600 6.38 5.32 0 0.00 09-30-2019
ALIBABA GROUP HOLDINGS ADR SPONSORED ADR 4 $11,238,000 67,200 6.34 6.13 0 0.00 09-30-2019
AMERICAN TOWER CORPORATION CMN COM 5 $10,869,000 49,150 6.13 5.41 0 0.00 09-30-2019
CHARTER COMMUNICATION COM 6 $10,179,000 24,700 5.74 5.25 0 0.00 09-30-2019
BOOKING HOLDINGS INC COM 7 $9,813,000 5,000 5.54 5.04 0 0.00 09-30-2019
CHEGG INC COM 8 $9,674,000 323,000 5.46 6.71 0 0.00 09-30-2019
CARVANA CO COM 9 $8,250,000 125,000 4.66 4.21 0 0.00 09-30-2019
FACEBOOK, INC. COM 10 $8,014,000 45,000 4.52 4.67 0 0.00 09-30-2019
ALPHABET INC CLASS A COM 11 $7,815,000 6,400 4.41 3.73 0 0.00 09-30-2019
ZILLOW GROUP INC - CLASS C COM 12 $6,978,000 234,000 3.94 5.84 0 0.00 09-30-2019
VISA INC. CMN CLASS A COM 13 $6,880,000 40,000 3.88 3.74 0 0.00 09-30-2019
ACCERLERATE DIAGNOSTICS, INC COM 14 $6,477,000 348,805 3.66 4.29 0 0.00 09-30-2019
GRUBHUB INC. COM 15 $6,155,000 109,500 3.47 4.60 0 0.00 09-30-2019
STARS GROUP INC COM 16 $6,037,000 403,000 3.41 2.53 128,000 46.55 09-30-2019
JD.COM, INC. COM 17 $3,992,000 141,500 2.25 2.31 0 0.00 09-30-2019
ZILLOW GROUP INC - CLASS A COM 18 $3,841,000 130,000 2.17 3.20 0 0.00 09-30-2019
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