Selkirk Management LLC Long-Term Concentrated

Location: Chatham, NJ

CIK: 0001565432 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 12, 2020

Total Value: $333M

Holdings (34)

AMZN AMAZON.COM INC CMN ⚠ 8.0%

Value $26.64M Shares 14,415 Est. Cost $21.13 Unrealized +318.8%

AMZN AMAZON COM INC ⚠ 8.0%

Value $26.64M Shares 14,415 Est. Cost $21.13 Unrealized +318.8%

— BRISTOL MYERS SQUIBB CO 4.8%

Value $15.94M Shares 248,250 Est. Cost $64.19 Unrealized —

BMY BRISTOL-MYERS SQUIBB COMPANY 4.8%

Value $15.94M Shares 248,250 Est. Cost $45.19 Unrealized 0.0%

BABA ALIBABA GROUP HOLDINGS ADR ⚠ 4.3%

Value $14.25M Shares 67,200 Est. Cost $165.28 Unrealized —

BABA ALIBABA GROUP HLDG LTD ⚠ 4.3%

Value $14.25M Shares 67,200 Est. Cost $165.28 Unrealized —

CHGG CHEGG INC 3.7%

Value $12.24M Shares 323,000 Est. Cost $13.35 Unrealized +162.1%

CHTR CHARTER COMMUNICATION 3.6%

Value $11.98M Shares 24,700 Est. Cost $460.22 Unrealized 0.0%

CVNA CARVANA CO 3.5%

Value $11.51M Shares 125,000 Est. Cost $45.65 Unrealized +83.3%

EQIX EQUINIX INC CMN 3.4%

Value $11.44M Shares 19,600 Est. Cost $501.45 Unrealized 0.0%

AMT AMERICAN TOWER CORPORATION CMN ⚠ 3.4%

Value $11.3M Shares 49,150 Est. Cost $59.51 Unrealized +208.9%

AMT AMERICAN TOWER CORP NEW ⚠ 3.4%

Value $11.3M Shares 49,150 Est. Cost $59.51 Unrealized +208.9%

Z ZILLOW GROUP INC - CLASS C ⚠ 3.2%

Value $10.75M Shares 234,000 Est. Cost $44.20 Unrealized -15.7%

Z ZILLOW GROUP INC ⚠ 3.2%

Value $10.75M Shares 234,000 Est. Cost $44.20 Unrealized -15.7%

— STARS GROUP INC 3.2%

Value $10.51M Shares 403,000 Est. Cost $20.95 Unrealized —

BKNG BOOKING HOLDINGS INC ⚠ 3.1%

Value $10.27M Shares 5,000 Est. Cost $1933.58 Unrealized -0.1%

BKNG BOOKING HLDGS INC ⚠ 3.1%

Value $10.27M Shares 5,000 Est. Cost $1933.58 Unrealized -0.1%

META FACEBOOK INC ⚠ 2.8%

Value $9.236M Shares 45,000 Est. Cost $144.86 Unrealized +32.8%

META FACEBOOK, INC. ⚠ 2.8%

Value $9.236M Shares 45,000 Est. Cost $144.86 Unrealized +32.8%

GOOGL ALPHABET INC CLASS A 2.6%

Value $8.572M Shares 6,400 Est. Cost $64.02 Unrealized 0.0%

— GRUBHUB INC ⚠ 2.3%

Value $7.734M Shares 159,000 Est. Cost $41.41 Unrealized —

— GRUBHUB INC. ⚠ 2.3%

Value $7.734M Shares 159,000 Est. Cost $41.41 Unrealized —

V VISA INC. CMN CLASS A ⚠ 2.3%

Value $7.516M Shares 40,000 Est. Cost $55.97 Unrealized +208.3%

V VISA INC ⚠ 2.3%

Value $7.516M Shares 40,000 Est. Cost $55.97 Unrealized +208.3%

ZG ZILLOW GROUP INC - CLASS A ⚠ 1.8%

Value $5.946M Shares 130,000 Est. Cost $31.21 Unrealized +18.5%

ZG ZILLOW GROUP INC ⚠ 1.8%

Value $5.946M Shares 130,000 Est. Cost $31.21 Unrealized +18.5%

— ACCELERATE DIAGNOSTICS INC ⚠ 1.8%

Value $5.895M Shares 348,805 Est. Cost $21.21 Unrealized —

— ACCERLERATE DIAGNOSTICS, INC ⚠ 1.8%

Value $5.895M Shares 348,805 Est. Cost $21.21 Unrealized —

JD JD.COM, INC. ⚠ 1.5%

Value $4.985M Shares 141,500 Est. Cost $30.00 Unrealized —

JD JD COM INC ⚠ 1.5%

Value $4.985M Shares 141,500 Est. Cost $30.00 Unrealized —

NFLX NETFLIX INC ⚠ 0.6%

Value $2.055M Shares 6,350 Est. Cost $29.65 Unrealized 0.0%

NFLX NETFLIX, INC. ⚠ 0.6%

Value $2.055M Shares 6,350 Est. Cost $29.65 Unrealized 0.0%

— BRISTOL MYERS SQUIBB CO ⚠ 0.2%

Value $747K Shares 248,250 Est. Cost $3.01 Unrealized —

— BRISTOL-MYERS SQUIBB COMPANY ⚠ 0.2%

Value $747K Shares 248,250 Est. Cost $3.01 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON.COM INC CMN ⚠	14,415	$26.64M	8.0%	$21.13	+318.8%	—	023135106
AMZN	AMAZON COM INC ⚠	14,415	$26.64M	8.0%	$21.13	+318.8%	—	023135106
—	BRISTOL MYERS SQUIBB CO	248,250	$15.94M	4.8%	$64.19	—	—	110122AN8
BMY	BRISTOL-MYERS SQUIBB COMPANY	248,250	$15.94M	4.8%	$45.19	0.0%	—	110122108
BABA	ALIBABA GROUP HOLDINGS ADR ⚠	67,200	$14.25M	4.3%	$165.28	—	—	01609W102
BABA	ALIBABA GROUP HLDG LTD ⚠	67,200	$14.25M	4.3%	$165.28	—	—	01609W102
CHGG	CHEGG INC	323,000	$12.24M	3.7%	$13.35	+162.1%	—	163092109
CHTR	CHARTER COMMUNICATION	24,700	$11.98M	3.6%	$460.22	0.0%	—	16119P108
CVNA	CARVANA CO	125,000	$11.51M	3.5%	$45.65	+83.3%	—	146869102
EQIX	EQUINIX INC CMN	19,600	$11.44M	3.4%	$501.45	0.0%	—	29444U700
AMT	AMERICAN TOWER CORPORATION CMN ⚠	49,150	$11.3M	3.4%	$59.51	+208.9%	—	03027X100
AMT	AMERICAN TOWER CORP NEW ⚠	49,150	$11.3M	3.4%	$59.51	+208.9%	—	03027X100
Z	ZILLOW GROUP INC - CLASS C ⚠	234,000	$10.75M	3.2%	$44.20	-15.7%	—	98954M200
Z	ZILLOW GROUP INC ⚠	234,000	$10.75M	3.2%	$44.20	-15.7%	—	98954M200
—	STARS GROUP INC	403,000	$10.51M	3.2%	$20.95	—	—	85570W100
BKNG	BOOKING HOLDINGS INC ⚠	5,000	$10.27M	3.1%	$1933.58	-0.1%	—	09857L108
BKNG	BOOKING HLDGS INC ⚠	5,000	$10.27M	3.1%	$1933.58	-0.1%	—	09857L108
META	FACEBOOK INC ⚠	45,000	$9.236M	2.8%	$144.86	+32.8%	—	30303M102
META	FACEBOOK, INC. ⚠	45,000	$9.236M	2.8%	$144.86	+32.8%	—	30303M102
GOOGL	ALPHABET INC CLASS A	6,400	$8.572M	2.6%	$64.02	0.0%	—	02079K305
—	GRUBHUB INC ⚠	159,000	$7.734M	2.3%	$41.41	—	—	400110102
—	GRUBHUB INC. ⚠	159,000	$7.734M	2.3%	$41.41	—	—	400110102
V	VISA INC. CMN CLASS A ⚠	40,000	$7.516M	2.3%	$55.97	+208.3%	—	92826C839
V	VISA INC ⚠	40,000	$7.516M	2.3%	$55.97	+208.3%	—	92826C839
ZG	ZILLOW GROUP INC - CLASS A ⚠	130,000	$5.946M	1.8%	$31.21	+18.5%	—	98954M101
ZG	ZILLOW GROUP INC ⚠	130,000	$5.946M	1.8%	$31.21	+18.5%	—	98954M101
—	ACCELERATE DIAGNOSTICS INC ⚠	348,805	$5.895M	1.8%	$21.21	—	—	00430H102
—	ACCERLERATE DIAGNOSTICS, INC ⚠	348,805	$5.895M	1.8%	$21.21	—	—	00430H102
JD	JD.COM, INC. ⚠	141,500	$4.985M	1.5%	$30.00	—	—	47215P106
JD	JD COM INC ⚠	141,500	$4.985M	1.5%	$30.00	—	—	47215P106
NFLX	NETFLIX INC ⚠	6,350	$2.055M	0.6%	$29.65	0.0%	—	64110L106
NFLX	NETFLIX, INC. ⚠	6,350	$2.055M	0.6%	$29.65	0.0%	—	64110L106
—	BRISTOL MYERS SQUIBB CO ⚠	248,250	$747K	0.2%	$3.01	—	—	110122157
—	BRISTOL-MYERS SQUIBB COMPANY ⚠	248,250	$747K	0.2%	$3.01	—	—	110122157