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Selkirk Management LLC Buys GDS Holdings, Sells American Tower Corp

GuruFocus.com
·1 min read

- By insider

Chatham, NJ, based Investment company Selkirk Management LLC (Current Portfolio) buys GDS Holdings, sells American Tower Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Selkirk Management LLC. As of 2020Q3, Selkirk Management LLC owns 21 stocks with a total value of $287 million. These are the details of the buys and sells.

  • Added Positions: GDS,

  • Reduced Positions: AMT,


For the details of Selkirk Management LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/selkirk+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Selkirk Management LLC

  1. Amazon.com Inc (AMZN) - 14,415 shares, 15.81% of the total portfolio.

  2. Carvana Co (CVNA) - 181,220 shares, 14.08% of the total portfolio.

  3. Zillow Group Inc (Z) - 234,000 shares, 8.28% of the total portfolio.

  4. Chegg Inc (CHGG) - 323,000 shares, 8.04% of the total portfolio.

  5. Alibaba Group Holding Ltd (BABA) - 67,200 shares, 6.88% of the total portfolio.

Added: GDS Holdings Ltd (GDS)

Selkirk Management LLC added to a holding in GDS Holdings Ltd by 40.96%. The purchase prices were between $71.1 and $88.96, with an estimated average price of $80.09. The stock is now traded at around $89.58. The impact to a portfolio due to this purchase was 0.97%. The holding were 117,000 shares as of .



Here is the complete portfolio of Selkirk Management LLC. Also check out:

1. Selkirk Management LLC's Undervalued Stocks

2. Selkirk Management LLC's Top Growth Companies, and

3. Selkirk Management LLC's High Yield stocks

4. Stocks that Selkirk Management LLC keeps buyingThis article first appeared on GuruFocus.