13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002230
Total Value
$84.8M
Positions
13
Other Managers
1
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 280,000 | $28.9M | 34.10% |
| 2 | ALPHABET INC | GOOG | 114,000 | $11.8M | 13.94% |
| 3 | VISA INC | V | 40,000 | $9.0M | 10.63% |
| 4 | META PLATFORMS INC | META | 32,250 | $6.8M | 8.06% |
| 5 | ZILLOW GROUP INC | Z | 130,000 | $5.7M | 6.70% |
| 6 | JD.COM INC | JDCMF | 115,881 | $5.1M | 6.00% |
| 7 | NETFLIX INC | NFLX | 9,950 | $3.4M | 4.05% |
| 8 | SALESFORCE INC | CRM | 17,000 | $3.4M | 4.00% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 31,750 | $3.1M | 3.67% |
| 10 | AMERICAN TOWER CORP NEW | 03027X100 | 15,000 | $3.1M | 3.61% |
| 11 | GDS HLDGS LTD | GDHLF | 111,100 | $2.1M | 2.44% |
| 12 | ACV AUCTIONS INC | ACVA | 128,000 | $1.7M | 1.95% |
| 13 | CARVANA CO | CVNA | 73,220 | $716,824 | 0.85% |