13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003483
Total Value
$213.3M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 253,000 | $48.9M | 22.92% |
| 2 | CARVANA CO | CVNA | 365,220 | $47.0M | 22.04% |
| 3 | META PLATFORMS INC | META | 44,750 | $22.6M | 10.58% |
| 4 | ALPHABET INC | GOOG | 85,275 | $15.5M | 7.28% |
| 5 | ZILLOW GROUP INC | Z | 320,800 | $14.4M | 6.77% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 68,776 | $12.5M | 5.88% |
| 7 | ACV AUCTIONS INC | ACVA | 457,000 | $8.3M | 3.91% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 49,225 | $8.0M | 3.74% |
| 9 | VISA INC | V | 28,400 | $7.5M | 3.49% |
| 10 | SALESFORCE INC | CRM | 27,000 | $6.9M | 3.25% |
| 11 | NVIDIA CORPORATION | NVDA | 51,000 | $6.3M | 2.95% |
| 12 | NETFLIX INC | NFLX | 9,230 | $6.2M | 2.92% |
| 13 | JD.COM INC | JDCMF | 115,881 | $3.0M | 1.40% |
| 14 | MICROSOFT CORP | MSFT | 5,400 | $2.4M | 1.13% |
| 15 | MAPLEBEAR INC | CART | 68,267 | $2.2M | 1.03% |
| 16 | GDS HLDGS LTD | GDHLF | 157,100 | $1.5M | 0.68% |