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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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 | |
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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
- Selkirk Management 2023 Q3 filed Nov. 14, 2023
- Selkirk Management 2023 Q2 filed Aug. 14, 2023
- Selkirk Management 2023 Q1 filed May 15, 2023
- Selkirk Management 2022 Q4 filed Feb. 14, 2023
- Selkirk Management 2022 Q3 filed Nov. 14, 2022
- Selkirk Management 2022 Q2 filed Aug. 15, 2022
- Selkirk Management 2022 Q1 filed May 13, 2022
- Selkirk Management 2021 Q4 filed Feb. 14, 2022
- Selkirk Management 2021 Q3 filed Nov. 15, 2021
- Selkirk Management 2021 Q2 filed Aug. 16, 2021
- Selkirk Management 2021 Q1 filed May 17, 2021
- Selkirk Management 2020 Q4 filed Feb. 16, 2021
- Selkirk Management 2020 Q3 filed Nov. 16, 2020
- Selkirk Management 2020 Q2 filed Aug. 14, 2020
- Selkirk Management 2020 Q1 filed May 13, 2020
- Selkirk Management 2019 Q4 amended filed Feb. 12, 2020