13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002349
Total Value
$194.9M
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 265,000 | $47.8M | 24.53% |
| 2 | CARVANA CO | CVNA | 365,220 | $32.1M | 16.48% |
| 3 | META PLATFORMS INC | META | 44,750 | $21.7M | 11.15% |
| 4 | ALPHABET INC | GOOG | 99,500 | $15.0M | 7.71% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 68,776 | $13.6M | 6.97% |
| 6 | ZILLOW GROUP INC | Z | 233,500 | $11.2M | 5.74% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 58,450 | $10.5M | 5.41% |
| 8 | VISA INC | V | 32,400 | $9.0M | 4.64% |
| 9 | ACV AUCTIONS INC | ACVA | 457,000 | $8.6M | 4.40% |
| 10 | SALESFORCE INC | CRM | 27,000 | $8.1M | 4.17% |
| 11 | NETFLIX INC | NFLX | 9,950 | $6.0M | 3.10% |
| 12 | NVIDIA CORPORATION | NVDA | 5,100 | $4.6M | 2.36% |
| 13 | JD.COM INC | JDCMF | 115,881 | $3.2M | 1.63% |
| 14 | MICROSOFT CORP | MSFT | 5,400 | $2.3M | 1.17% |
| 15 | GDS HLDGS LTD | GDHLF | 157,100 | $1.0M | 0.54% |