Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 17
- −3 vs. Q1 2021
- Portfolio value
- $275.1M
- −$29.2M (−9.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 166,220 | $50.2M | 18.2% | −15,000−8.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 14,000 | $48.2M | 17.5% | −415−2.9% | Reduced | History |
| CHGGChegg, Inc | COM | 300,000 | $24.9M | 9.1% | −23,000−7.1% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 190,000 | $23.2M | 8.4% | −44,000−18.8% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 130,000 | $15.9M | 5.8% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 202,500 | $15.9M | 5.8% | −3,000−1.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 45,000 | $15.6M | 5.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,400 | $15.6M | 5.7% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 15,823 | $11.4M | 4.1% | −4,177−20.9% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 141,500 | $11.3M | 4.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 49,700 | $11.3M | 4.1% | −17,500−26.0% | Reduced | History |
| VVisa Inc. | Stock | 40,000 | $9.35M | 3.4% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 70,600 | $8.96M | 3.3% | +6,500+10.1% | Added | History |
| AMTAmerican Tower Corp | REIT | 24,150 | $6.52M | 2.4% | −15,000−38.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 6,350 | $3.35M | 1.2% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 261,993 | $2.11M | 0.8% | −26,812−9.3% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 10,000 | $1.24M | 0.5% | −23,000−69.7% | Reduced | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.