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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 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
AMAZON.COM INC CMN    (COM) AMZN 28,105,000 14,415 15.85%
ALIBABA GROUP HOLDINGS ADR    (SPONSORED ADR) BABA 13,069,000 67,200 7.37%
EQUINIX INC CMN    (COM) EQIX 12,242,000 19,600 6.90%
CHEGG INC    (COM) CHGG 11,557,000 323,000 6.52%
CHARTER COMMUNICATION    (COM) CHTR 10,777,000 24,700 6.08%
AMERICAN TOWER CORPORATION CMN    (COM) AMT 10,702,000 49,150 6.03%
STARS GROUP INC    (COM) 9,657,000 472,895 5.44%
ZILLOW GROUP INC - CLASS C    (COM) 8,429,000 234,000 4.75%
CARVANA CO    (COM) 8,131,000 147,595 4.58%
FACEBOOK, INC.    (COM) FB 7,506,000 45,000 4.23%
ALPHABET INC CLASS A    (COM) GOOGL 7,436,000 6,400 4.19%
BRISTOL-MYERS INC.    (COM) BMY 6,919,000 124,125 3.90%
BOOKING HOLDINGS INC    (COM) 6,727,000 5,000 3.79%
INVESCO QQQ TRUST SERIES 1    (COM) 6,664,000 35,000 3.76%
GRUBHUB INC.    (COM) GRUB 6,476,000 159,000 3.65%
VISA INC. CMN CLASS A    (COM) V 6,445,000 40,000 3.63%
JD.COM, INC.    (COM) JD 5,731,000 141,500 3.23%
ZILLOW GROUP INC - CLASS A    (COM) Z 4,416,000 130,000 2.49%
ACCERLERATE DIAGNOSTICS, INC    (COM) AXDX 2,906,000 348,805 1.63%
NETFLIX, INC.    (COM) NFLX 2,384,000 6,350 1.34%
Bristol Meyers Squibb Co.    (Rights) 943,000 248,250 0.53%
Total Value As 2020-03-31: 177,222,000 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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