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 |
