Selkirk Management LLC — Q2 2021 13F Holdings

Name: Selkirk Management LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001565432

Total reported value

$294.2M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CVNA	Carvana Co	Stock-Consumer Disc	18.24%	-1.73%	-8.28%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	17.51%	+2.47%	-2.88%
3	CHGG	Chegg INC	Stock-Consumer Staples	9.06%	—	-7.12%
4	Z	Zillow Group INC - C	Stock-Comm Services	8.44%	—	-18.80%
5	ZG	Zillow Group INC - A	Stock-Comm Services	5.79%	-1.45%	—
6	GDS	Gds Holdings LTD - Adr	Stock-Other	5.78%	+1.28%	-1.46%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	5.69%	+0.89%	—
8	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	5.68%	+1.28%	—
9	CHTR	Charter Communications Inc-a	Stock-Comm Services	4.15%	—	-20.89%
10	JD	Jd.com Inc-adr	Stock-Consumer Disc	4.10%	—	—
11	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	4.10%	—	-26.04%
12	V	Visa Inc-class A Shares	Stock-Financials	3.40%	-1.70%	EXIT
13	CDLXEUR	Cardlytics INC	Stock-Other	3.26%	—	+10.14%
14	AMT	American Tower CORP	Stock-Real Estate	2.37%	—	-38.31%
15	NFLX	Netflix INC	Stock-Comm Services	1.22%	+0.73%	—
16	✓	Accelerate Diagnostics Inc	Stock-Other	0.77%	—	-9.28%
17	PTON	Peloton Interactive Inc-a	Stock-Consumer Disc	0.45%	—	-69.70%

Position changes disclosed by Selkirk Management LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CVNA	Carvana Co	—	EXIT	Sold out
2	AMZN	Amazon.com INC	—	EXIT	Sold out
3	QQQ	Invesco Qqq Trust Series 1	—	EXIT	Sold out
4	Z	Zillow Group INC - C	—	EXIT	Sold out
5	CHGG	Chegg INC	—	EXIT	Sold out
6	ZG	Zillow Group INC - A	—	EXIT	Sold out
7	GDS	Gds Holdings LTD - Adr	—	EXIT	Sold out
8	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
9	META	Meta Platforms Inc-class A	—	EXIT	Sold out
10	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
11	CHTR	Charter Communications Inc-a	—	EXIT	Sold out
12	JD	Jd.com Inc-adr	—	EXIT	Sold out
13	AMT	American Tower CORP	—	EXIT	Sold out
14	V	Visa Inc-class A Shares	—	EXIT	Sold out
15	✓		—	EXIT	Sold out
16	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
17	CDLXEUR	Cardlytics INC	—	EXIT	Sold out
18	EQIX	Equinix INC	—	EXIT	Sold out
19	PTON	Peloton Interactive Inc-a	—	EXIT	Sold out
20	NFLX	Netflix INC	—	EXIT	Sold out
21	✓	Accelerate Diagnostics Inc	—	EXIT	Sold out