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13F-HR filed by Selkirk Management LLC

Selkirk Management LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-11-15, with 17 holding rows worth $245,528,000.

Accession
0001062993-21-010895
Filed
2021-11-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2021

A holdings report, 17 entries on the cover page, a total value of $245,528,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,528,000 with VALUE read as thousands by filing date, 13F file number 028-15127. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CARVANA CO CL A146869102Stock166,220$50,122,000thousands by filing date
Amazon.com, Inc023135106COM14,000$45,991,000thousands by filing date
CHEGG INC163092109COM300,000$20,406,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM6,400$17,111,000thousands by filing date
ZILLOW GROUP INC CL C CAP STK98954M200Stock190,000$16,747,000thousands by filing date
META PLATFORMS INC CL A30303M102COM45,000$15,273,000thousands by filing date
GDS HLDGS LTD SPONSORED ADS36165L108ADR245,500$13,898,000thousands by filing date
ZILLOW GROUP INC CLASS A98954M101CL A130,000$11,515,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM15,823$11,512,000thousands by filing date
JD.COM INC SPON ADS CL A47215P106ADR141,500$10,222,000thousands by filing date
Visa Inc92826C839COM40,000$8,910,000thousands by filing date
American Tower Corporation03027X100COM24,150$6,410,000thousands by filing date
CARDLYTICS INC14161W105COM70,600$5,926,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS35,200$5,211,000thousands by filing date
Netflix, Inc64110L106COM6,350$3,876,000thousands by filing date
Accelerate Diagnostics00430H102COM261,993$1,527,000thousands by filing date
PELOTON INTERACTIVE INC70614W100CL A COM10,000$871,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001062993-21-010895this filing2021-11-15acceptance time not in the bulk data set