13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002035
Total Value
$260.6M
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $76.4M | 29.31% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $48.1M | 18.47% |
| 3 | META PLATFORMS INC | META | 44,750 | $25.8M | 9.90% |
| 4 | ZILLOW GROUP INC | Z | 365,800 | $24.5M | 9.39% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 85,776 | $19.0M | 7.29% |
| 6 | ALPHABET INC | GOOG | 85,275 | $13.2M | 5.06% |
| 7 | VISA INC | V | 28,400 | $10.0M | 3.82% |
| 8 | NETFLIX INC | NFLX | 9,230 | $8.6M | 3.30% |
| 9 | ACV AUCTIONS INC | ACVA | 570,000 | $8.0M | 3.08% |
| 10 | GDS HLDGS LTD | GDHLF | 287,000 | $7.3M | 2.79% |
| 11 | SALESFORCE INC | CRM | 27,000 | $7.2M | 2.78% |
| 12 | NVIDIA CORPORATION | NVDA | 52,000 | $5.6M | 2.16% |
| 13 | JD.COM INC | JDCMF | 100,881 | $4.1M | 1.59% |
| 14 | MAPLEBEAR INC | CART | 68,267 | $2.7M | 1.05% |