Selkirk Management as of June 30, 2023
Portfolio Holdings for Selkirk Management
Selkirk Management holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.5 | $37M | 280k | 130.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.6 | $14M | 114k | 119.70 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 8.1 | $10M | 28k | 369.42 | |
| Meta Platforms Cl A (META) | 7.2 | $9.3M | 32k | 286.98 | |
| Zillow Group Cl A (ZG) | 7.1 | $9.1M | 186k | 49.20 | |
| Visa Com Cl A (V) | 6.7 | $8.6M | 36k | 237.48 | |
| Carvana Cl A (CVNA) | 6.4 | $8.2M | 316k | 25.92 | |
| Acv Auctions Com Cl A (ACVA) | 6.2 | $7.9M | 457k | 17.27 | |
| salesforce (CRM) | 4.4 | $5.7M | 27k | 211.26 | |
| Advanced Micro Devices (AMD) | 4.4 | $5.7M | 50k | 113.91 | |
| Netflix (NFLX) | 3.4 | $4.4M | 10k | 440.49 | |
| Jd.com Spon Adr Cl A (JD) | 3.1 | $4.0M | 116k | 34.13 | |
| Pure Storage Cl A (PSTG) | 1.8 | $2.4M | 64k | 36.82 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.3 | $1.7M | 157k | 10.99 | |
| Marvell Technology (MRVL) | 0.4 | $508k | 8.5k | 59.78 | |
| NVIDIA Corporation (NVDA) | 0.3 | $423k | 1.0k | 423.02 |
