13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003063
Total Value
$128.3M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 280,000 | $36.5M | 28.45% |
| 2 | ALPHABET INC | GOOG | 114,000 | $13.6M | 10.64% |
| 3 | INVESCO QQQ TR | IVZ | 28,000 | $10.3M | 8.06% |
| 4 | META PLATFORMS INC | META | 32,250 | $9.3M | 7.21% |
| 5 | ZILLOW GROUP INC | Z | 185,500 | $9.1M | 7.11% |
| 6 | VISA INC | V | 36,200 | $8.6M | 6.70% |
| 7 | CARVANA CO | CVNA | 316,220 | $8.2M | 6.39% |
| 8 | ACV AUCTIONS INC | ACVA | 457,000 | $7.9M | 6.15% |
| 9 | SALESFORCE INC | CRM | 27,000 | $5.7M | 4.45% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 49,750 | $5.7M | 4.42% |
| 11 | NETFLIX INC | NFLX | 9,950 | $4.4M | 3.42% |
| 12 | JD.COM INC | JDCMF | 115,881 | $4.0M | 3.08% |
| 13 | PURE STORAGE INC | 74624M102 | 64,000 | $2.4M | 1.84% |
| 14 | GDS HLDGS LTD | GDHLF | 157,100 | $1.7M | 1.35% |
| 15 | MARVELL TECHNOLOGY INC | MRVL | 8,500 | $508,130 | 0.40% |
| 16 | NVIDIA CORPORATION | NVDA | 1,000 | $423,020 | 0.33% |