Selkirk Management as of Dec. 31, 2024
Portfolio Holdings for Selkirk Management
Selkirk Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.7 | $74M | 365k | 203.36 | |
| Amazon (AMZN) | 19.9 | $56M | 253k | 219.39 | |
| Meta Platforms Cl A (META) | 9.4 | $26M | 45k | 585.51 | |
| Zillow Group Cl A (ZG) | 9.3 | $26M | 366k | 70.85 | |
| Flutter Entmt SHS (FLUT) | 7.3 | $20M | 79k | 258.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $16M | 85k | 189.30 | |
| Acv Auctions Com Cl A (ACVA) | 3.5 | $9.9M | 457k | 21.60 | |
| salesforce (CRM) | 3.2 | $9.0M | 27k | 334.33 | |
| Visa Com Cl A (V) | 3.2 | $9.0M | 28k | 316.04 | |
| Netflix (NFLX) | 3.0 | $8.2M | 9.2k | 891.32 | |
| NVIDIA Corporation (NVDA) | 2.5 | $6.8M | 51k | 134.29 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.4 | $6.8M | 287k | 23.76 | |
| Advanced Micro Devices (AMD) | 1.4 | $4.0M | 33k | 120.79 | |
| Jd.com Spon Ads Cl A (JD) | 1.3 | $3.5M | 101k | 34.67 | |
| Maplebear (CART) | 1.0 | $2.8M | 68k | 41.42 | |
| Cero Therapeutics Hldgs Class A Com | 0.0 | $7.3k | 121k | 0.06 |
