Selkirk Management as of March 31, 2024
Portfolio Holdings for Selkirk Management
Selkirk Management holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.5 | $48M | 265k | 180.38 | |
| Carvana Cl A (CVNA) | 16.5 | $32M | 365k | 87.91 | |
| Meta Platforms Cl A (META) | 11.2 | $22M | 45k | 485.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $15M | 100k | 150.93 | |
| Flutter Entmt SHS (FLUT) | 7.0 | $14M | 69k | 197.49 | |
| Zillow Group Cl A (ZG) | 5.7 | $11M | 234k | 47.86 | |
| Advanced Micro Devices (AMD) | 5.4 | $11M | 59k | 180.49 | |
| Visa Com Cl A (V) | 4.6 | $9.0M | 32k | 279.08 | |
| Acv Auctions Com Cl A (ACVA) | 4.4 | $8.6M | 457k | 18.77 | |
| salesforce (CRM) | 4.2 | $8.1M | 27k | 301.18 | |
| Netflix (NFLX) | 3.1 | $6.0M | 10k | 607.33 | |
| NVIDIA Corporation (NVDA) | 2.4 | $4.6M | 5.1k | 903.56 | |
| Jd.com Spon Adr Cl A (JD) | 1.6 | $3.2M | 116k | 27.39 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.3M | 5.4k | 420.72 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.5 | $1.0M | 157k | 6.65 |
