13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000951
Total Value
$73.7M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 280,000 | $23.5M | 31.91% |
| 2 | ALPHABET INC | GOOG | 114,000 | $10.1M | 13.65% |
| 3 | VISA INC | V | 40,000 | $8.3M | 11.28% |
| 4 | JD.COM INC | JDCMF | 115,881 | $6.5M | 8.83% |
| 5 | CHEGG INC | CHGG | 250,000 | $6.3M | 8.57% |
| 6 | ZILLOW GROUP INC | Z | 130,000 | $4.1M | 5.51% |
| 7 | META PLATFORMS INC | META | 32,250 | $3.9M | 5.27% |
| 8 | AMERICAN TOWER CORP NEW | 03027X100 | 15,000 | $3.2M | 4.31% |
| 9 | NETFLIX INC | NFLX | 9,950 | $2.9M | 3.98% |
| 10 | CHARTER COMMUNICATIONS INC N | 16119P108 | 6,781 | $2.3M | 3.12% |
| 11 | GDS HLDGS LTD | GDHLF | 111,100 | $2.3M | 3.11% |
| 12 | CARVANA CO | CVNA | 73,220 | $347,063 | 0.47% |