13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004715
Total Value
$244.7M
Positions
17
Other Managers
1
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $63.6M | 25.99% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $47.1M | 19.27% |
| 3 | META PLATFORMS INC | META | 44,750 | $25.6M | 10.47% |
| 4 | ZILLOW GROUP INC | Z | 320,800 | $19.9M | 8.12% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 78,776 | $18.7M | 7.64% |
| 6 | ALPHABET INC | GOOG | 85,275 | $14.1M | 5.78% |
| 7 | ACV AUCTIONS INC | ACVA | 457,000 | $9.3M | 3.80% |
| 8 | VISA INC | V | 28,400 | $7.8M | 3.19% |
| 9 | SALESFORCE INC | CRM | 27,000 | $7.4M | 3.02% |
| 10 | NETFLIX INC | NFLX | 9,230 | $6.5M | 2.68% |
| 11 | NVIDIA CORPORATION | NVDA | 51,000 | $6.2M | 2.53% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 33,225 | $5.5M | 2.23% |
| 13 | JD.COM INC | JDCMF | 115,881 | $4.6M | 1.89% |
| 14 | GDS HLDGS LTD | GDHLF | 157,100 | $3.2M | 1.31% |
| 15 | MAPLEBEAR INC | CART | 68,267 | $2.8M | 1.14% |
| 16 | MICROSOFT CORP | MSFT | 5,400 | $2.3M | 0.95% |
| 17 | CERO THERAPEUTICS HLDGS INC | 71902K105 | 121,040 | $11,293 | 0.00% |