Selkirk Management as of Sept. 30, 2024
Portfolio Holdings for Selkirk Management
Selkirk Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.0 | $64M | 365k | 174.11 | |
| Amazon (AMZN) | 19.3 | $47M | 253k | 186.33 | |
| Meta Platforms Cl A (META) | 10.5 | $26M | 45k | 572.44 | |
| Zillow Group Cl A (ZG) | 8.1 | $20M | 321k | 61.93 | |
| Flutter Entmt SHS (FLUT) | 7.6 | $19M | 79k | 237.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $14M | 85k | 165.85 | |
| Acv Auctions Com Cl A (ACVA) | 3.8 | $9.3M | 457k | 20.33 | |
| Visa Com Cl A (V) | 3.2 | $7.8M | 28k | 274.95 | |
| salesforce (CRM) | 3.0 | $7.4M | 27k | 273.71 | |
| Netflix (NFLX) | 2.7 | $6.5M | 9.2k | 709.27 | |
| NVIDIA Corporation (NVDA) | 2.5 | $6.2M | 51k | 121.44 | |
| Advanced Micro Devices (AMD) | 2.2 | $5.5M | 33k | 164.08 | |
| Jd.com Spon Ads Cl A (JD) | 1.9 | $4.6M | 116k | 40.00 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.3 | $3.2M | 157k | 20.40 | |
| Maplebear (CART) | 1.1 | $2.8M | 68k | 40.74 | |
| Microsoft Corporation (MSFT) | 0.9 | $2.3M | 5.4k | 430.30 | |
| Cero Therapeutics Hldgs Class A Com | 0.0 | $11k | 121k | 0.09 |
