13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000855
Total Value
$278.5M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $74.3M | 26.67% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $55.5M | 19.93% |
| 3 | META PLATFORMS INC | META | 44,750 | $26.2M | 9.41% |
| 4 | ZILLOW GROUP INC | Z | 365,800 | $25.9M | 9.31% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 78,776 | $20.4M | 7.31% |
| 6 | ALPHABET INC | GOOG | 85,275 | $16.1M | 5.80% |
| 7 | ACV AUCTIONS INC | ACVA | 457,000 | $9.9M | 3.54% |
| 8 | SALESFORCE INC | CRM | 27,000 | $9.0M | 3.24% |
| 9 | VISA INC | V | 28,400 | $9.0M | 3.22% |
| 10 | NETFLIX INC | NFLX | 9,230 | $8.2M | 2.95% |
| 11 | NVIDIA CORPORATION | NVDA | 51,000 | $6.8M | 2.46% |
| 12 | GDS HLDGS LTD | GDHLF | 287,000 | $6.8M | 2.45% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 33,225 | $4.0M | 1.44% |
| 14 | JD.COM INC | JDCMF | 100,881 | $3.5M | 1.26% |
| 15 | MAPLEBEAR INC | CART | 68,267 | $2.8M | 1.02% |
| 16 | CERO THERAPEUTICS HLDGS INC | 71902K105 | 121,040 | $7,262 | 0.00% |