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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Selkirk Management LLC INSTITUTION : Selkirk Management LLC
Selkirk Management LLC Portfolio (reported on 2019-11-12)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
AMAZON.COM INC CMN    (COM) AMZN 25,023,000 14,415 14.12%
CELGENE CORPORATION CMN    (COM) CELG 24,651,000 248,250 13.91%
EQUINIX INC CMN    (COM) EQIX 11,305,000 19,600 6.38%
ALIBABA GROUP HOLDINGS ADR    (SPONSORED ADR) BABA 11,238,000 67,200 6.34%
AMERICAN TOWER CORPORATION CMN    (COM) AMT 10,869,000 49,150 6.13%
CHARTER COMMUNICATION    (COM) CCMM 10,179,000 24,700 5.74%
BOOKING HOLDINGS INC    (COM) 9,813,000 5,000 5.53%
CHEGG INC    (COM) CHGG 9,674,000 323,000 5.45%
CARVANA CO    (COM) 8,250,000 125,000 4.65%
FACEBOOK, INC.    (COM) FB 8,014,000 45,000 4.52%
ALPHABET INC CLASS A    (COM) GOOG 7,815,000 6,400 4.41%
ZILLOW GROUP INC - CLASS C    (COM) 6,978,000 234,000 3.93%
VISA INC. CMN CLASS A    (COM) V 6,880,000 40,000 3.88%
ACCERLERATE DIAGNOSTICS, INC    (COM) AXDX 6,477,000 348,805 3.65%
GRUBHUB INC.    (COM) GRUB 6,155,000 109,500 3.47%
STARS GROUP INC    (COM) 6,037,000 403,000 3.40%
JD.COM, INC.    (COM) JD 3,992,000 141,500 2.25%
ZILLOW GROUP INC - CLASS A    (COM) Z 3,841,000 130,000 2.16%
Total Value As 2019-09-30: 177,191,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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