13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003930
Total Value
$134.4M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 280,000 | $35.6M | 26.48% |
| 2 | ALPHABET INC | GOOG | 114,000 | $14.9M | 11.10% |
| 3 | INVESCO QQQ TR | IVZ | 40,000 | $14.3M | 10.66% |
| 4 | CARVANA CO | CVNA | 326,220 | $13.7M | 10.19% |
| 5 | META PLATFORMS INC | META | 32,250 | $9.7M | 7.20% |
| 6 | VISA INC | V | 36,200 | $8.3M | 6.19% |
| 7 | ZILLOW GROUP INC | Z | 185,500 | $8.3M | 6.18% |
| 8 | ACV AUCTIONS INC | ACVA | 457,000 | $6.9M | 5.16% |
| 9 | SALESFORCE INC | CRM | 27,000 | $5.5M | 4.07% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 49,750 | $5.1M | 3.81% |
| 11 | NETFLIX INC | NFLX | 9,950 | $3.8M | 2.80% |
| 12 | JD.COM INC | JDCMF | 115,881 | $3.4M | 2.51% |
| 13 | PURE STORAGE INC | 74624M102 | 64,000 | $2.3M | 1.70% |
| 14 | GDS HLDGS LTD | GDHLF | 157,100 | $1.7M | 1.28% |
| 15 | MARVELL TECHNOLOGY INC | MRVL | 8,500 | $460,105 | 0.34% |
| 16 | NVIDIA CORPORATION | NVDA | 1,000 | $434,990 | 0.32% |