Selkirk Partners, LP

Taken From the combined 2021-06-30 13F-HR Filing of SELKIRK MANAGEMENT LLC

Stock Symbol Security Type Shares Market Value
Carvana Co CVNA SH 166220 50.169 Million
Amazon.com Inc. AMZN SH 14000 48.162 Million
Chegg Inc CHGG SH 300000 24.933 Million
Zillow Group Inc Class C Z SH 190000 23.222 Million
Zillow Group Inc. Class B ZG SH 130000 15.929 Million
GDS Holdings Ltd ADR GDS SH 202500 15.894 Million
Facebook Inc FB SH 45000 15.647 Million
Alphabet Inc. Class A GOOGL SH 6400 15.627 Million
Charter Communications Inc CHTR SH 15823 11.416 Million
JD.com Inc ADR JD SH 141500 11.293 Million
Alibaba Group Holding Ltd ADR BABA SH 49700 11.271 Million
VISA Inc V SH 40000 9.353 Million
Cardlytics Inc CDLX SH 70600 8.961 Million
American Tower Corp., Class A AMT SH 24150 6.524 Million
Netflix Inc NFLX SH 6350 3.354 Million
Accelerate Diagnostics Corp AXDX SH 261993 2.112 Million
Peloton Interactive Inc PTON SH 10000 1.24 Million

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