Selkirk Management as of June 30, 2024
Portfolio Holdings for Selkirk Management
Selkirk Management holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 22.9 | $49M | 253k | 193.25 | |
| Carvana Cl A (CVNA) | 22.0 | $47M | 365k | 128.72 | |
| Meta Platforms Cl A (META) | 10.6 | $23M | 45k | 504.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $16M | 85k | 182.15 | |
| Zillow Group Cl A (ZG) | 6.8 | $14M | 321k | 45.04 | |
| Flutter Entmt SHS (FLUT) | 5.9 | $13M | 69k | 182.36 | |
| Acv Auctions Com Cl A (ACVA) | 3.9 | $8.3M | 457k | 18.25 | |
| Advanced Micro Devices (AMD) | 3.7 | $8.0M | 49k | 162.21 | |
| Visa Com Cl A (V) | 3.5 | $7.5M | 28k | 262.47 | |
| salesforce (CRM) | 3.3 | $6.9M | 27k | 257.10 | |
| NVIDIA Corporation (NVDA) | 3.0 | $6.3M | 51k | 123.54 | |
| Netflix (NFLX) | 2.9 | $6.2M | 9.2k | 674.88 | |
| Jd.com Spon Ads Cl A (JD) | 1.4 | $3.0M | 116k | 25.84 | |
| Microsoft Corporation (MSFT) | 1.1 | $2.4M | 5.4k | 446.95 | |
| Maplebear (CART) | 1.0 | $2.2M | 68k | 32.14 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.7 | $1.5M | 157k | 9.29 |
