Selkirk Management as of Dec. 31, 2023
Portfolio Holdings for Selkirk Management
Selkirk Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 27.2 | $40M | 265k | 151.94 | |
| Carvana Cl A (CVNA) | 13.1 | $19M | 365k | 52.94 | |
| Meta Platforms Cl A (META) | 10.7 | $16M | 45k | 353.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $14M | 100k | 139.69 | |
| Zillow Group Cl A (ZG) | 9.0 | $13M | 234k | 56.72 | |
| Advanced Micro Devices (AMD) | 5.8 | $8.6M | 59k | 147.41 | |
| Visa Com Cl A (V) | 5.7 | $8.4M | 32k | 260.35 | |
| salesforce (CRM) | 4.8 | $7.1M | 27k | 263.14 | |
| Acv Auctions Com Cl A (ACVA) | 4.7 | $6.9M | 457k | 15.15 | |
| Netflix (NFLX) | 3.3 | $4.8M | 10k | 486.88 | |
| Jd.com Spon Adr Cl A (JD) | 2.3 | $3.3M | 116k | 28.89 | |
| NVIDIA Corporation (NVDA) | 1.7 | $2.5M | 5.1k | 495.22 | |
| Microsoft Corporation (MSFT) | 1.4 | $2.0M | 5.4k | 376.04 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.0 | $1.4M | 157k | 9.12 |
