Selkirk Management as of March 31, 2023
Portfolio Holdings for Selkirk Management
Selkirk Management holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 34.1 | $29M | 280k | 103.29 | |
Alphabet Cap Stk Cl A (GOOGL) | 13.9 | $12M | 114k | 103.73 | |
Visa Com Cl A (V) | 10.6 | $9.0M | 40k | 225.46 | |
Meta Platforms Cl A (META) | 8.1 | $6.8M | 32k | 211.94 | |
Zillow Group Cl A (ZG) | 6.7 | $5.7M | 130k | 43.70 | |
Jd.com Spon Adr Cl A (JD) | 6.0 | $5.1M | 116k | 43.89 | |
Netflix (NFLX) | 4.1 | $3.4M | 10k | 345.48 | |
salesforce (CRM) | 4.0 | $3.4M | 17k | 199.78 | |
Advanced Micro Devices (AMD) | 3.7 | $3.1M | 32k | 98.01 | |
American Tower Reit (AMT) | 3.6 | $3.1M | 15k | 204.34 | |
GDS HLDGS Sponsored Ads (GDS) | 2.4 | $2.1M | 111k | 18.66 | |
Acv Auctions Com Cl A (ACVA) | 1.9 | $1.7M | 128k | 12.91 | |
Carvana Cl A (CVNA) | 0.8 | $717k | 73k | 9.79 |