Selkirk Management as of March 31, 2025
Portfolio Holdings for Selkirk Management
Selkirk Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 29.3 | $76M | 365k | 209.08 | |
| Amazon (AMZN) | 18.5 | $48M | 253k | 190.26 | |
| Meta Platforms Cl A (META) | 9.9 | $26M | 45k | 576.36 | |
| Zillow Group Cl A (ZG) | 9.4 | $25M | 366k | 66.86 | |
| Flutter Entmt SHS (FLUT) | 7.3 | $19M | 86k | 221.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $13M | 85k | 154.64 | |
| Visa Com Cl A (V) | 3.8 | $10M | 28k | 350.46 | |
| Netflix (NFLX) | 3.3 | $8.6M | 9.2k | 932.53 | |
| Acv Auctions Com Cl A (ACVA) | 3.1 | $8.0M | 570k | 14.09 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.8 | $7.3M | 287k | 25.33 | |
| salesforce (CRM) | 2.8 | $7.2M | 27k | 268.36 | |
| NVIDIA Corporation (NVDA) | 2.2 | $5.6M | 52k | 108.38 | |
| Jd.com Spon Ads Cl A (JD) | 1.6 | $4.1M | 101k | 41.12 | |
| Maplebear (CART) | 1.0 | $2.7M | 68k | 39.89 |
