For the details of Selkirk Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Selkirk+Management+LLC
These are the top 5 holdings of Selkirk Management LLC- Amazon.com Inc (AMZN) - 14,415 shares, 16.64% of the total portfolio.
- Celgene Corp (CELG) - 270,000 shares, 14.56% of the total portfolio.
- Zillow Group Inc (Z) - 234,000 shares, 9.38% of the total portfolio.
- GrubHub Inc (GRUB) - 131,000 shares, 9.33% of the total portfolio.
- Chegg Inc (CHGG) - 385,000 shares, 7.26% of the total portfolio.
Selkirk Management LLC initiated holding in The Stars Group Inc. The purchase prices were between $26.35 and $38.9, with an estimated average price of $33.33. The stock is now traded at around $28.00. The impact to a portfolio due to this purchase was 1.85%. The holding were 75,000 shares as of 2018-06-30.
Added: Alibaba Group Holding Ltd (BABA)Selkirk Management LLC added to a holding in Alibaba Group Holding Ltd by 35.71%. The purchase prices were between $167.52 and $210.86, with an estimated average price of $190.49. The stock is now traded at around $172.20. The impact to a portfolio due to this purchase was 0.94%. The holding were 28,500 shares as of 2018-06-30.
Added: Facebook Inc (FB)Selkirk Management LLC added to a holding in Facebook Inc by 21.54%. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $180.99. The impact to a portfolio due to this purchase was 0.92%. The holding were 39,500 shares as of 2018-06-30.
Sold Out: Macquarie Infrastructure Corp (MIC)Selkirk Management LLC sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $36.7 and $42.62, with an estimated average price of $39.28.
Here is the complete portfolio of Selkirk Management LLC. Also check out:
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