Selkirk Management LLC_____

Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, GOOGL, QQQ, CVNA, META, and represent 65.63% of Selkirk Management's stock portfolio.
  • Added to shares of these 2 stocks: QQQ, CVNA.
  • Selkirk Management was a net buyer of stock by $4.7M.
  • Selkirk Management has $134M in assets under management (AUM), dropping by 4.78%.
  • Central Index Key (CIK): 0001565432

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Positions held by Selkirk Management LLC_____ consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Selkirk Management

Selkirk Management holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 26.5 $36M 280k 127.12
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Alphabet Cap Stk Cl A (GOOGL) 11.1 $15M 114k 130.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 10.7 $14M +42% 40k 358.27
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Carvana Cl A (CVNA) 10.2 $14M +3% 326k 41.98
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Meta Platforms Cl A (META) 7.2 $9.7M 32k 300.21
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Visa Com Cl A (V) 6.2 $8.3M 36k 230.01
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Zillow Group Cl A (ZG) 6.2 $8.3M 186k 44.79
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Acv Auctions Com Cl A (ACVA) 5.2 $6.9M 457k 15.18
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salesforce (CRM) 4.1 $5.5M 27k 202.78
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Advanced Micro Devices (AMD) 3.8 $5.1M 50k 102.82
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Netflix (NFLX) 2.8 $3.8M 10k 377.60
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Jd.com Spon Adr Cl A (JD) 2.5 $3.4M 116k 29.13
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Pure Storage Cl A (PSTG) 1.7 $2.3M 64k 35.62
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GDS HLDGS Sponsored Ads (GDS) 1.3 $1.7M 157k 10.95
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Marvell Technology (MRVL) 0.3 $460k 8.5k 54.13
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NVIDIA Corporation (NVDA) 0.3 $435k 1.0k 434.99
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Past Filings by Selkirk Management

SEC 13F filings are viewable for Selkirk Management going back to 2012

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