Selkirk Management as of Sept. 30, 2023
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 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.1 | $15M | 114k | 130.86 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.7 | $14M | 40k | 358.27 | |
| Carvana Cl A (CVNA) | 10.2 | $14M | 326k | 41.98 | |
| Meta Platforms Cl A (META) | 7.2 | $9.7M | 32k | 300.21 | |
| Visa Com Cl A (V) | 6.2 | $8.3M | 36k | 230.01 | |
| Zillow Group Cl A (ZG) | 6.2 | $8.3M | 186k | 44.79 | |
| Acv Auctions Com Cl A (ACVA) | 5.2 | $6.9M | 457k | 15.18 | |
| salesforce (CRM) | 4.1 | $5.5M | 27k | 202.78 | |
| Advanced Micro Devices (AMD) | 3.8 | $5.1M | 50k | 102.82 | |
| Netflix (NFLX) | 2.8 | $3.8M | 10k | 377.60 | |
| Jd.com Spon Adr Cl A (JD) | 2.5 | $3.4M | 116k | 29.13 | |
| Pure Storage Cl A (PSTG) | 1.7 | $2.3M | 64k | 35.62 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.3 | $1.7M | 157k | 10.95 | |
| Marvell Technology (MRVL) | 0.3 | $460k | 8.5k | 54.13 | |
| NVIDIA Corporation (NVDA) | 0.3 | $435k | 1.0k | 434.99 |
