Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 17
- 0 vs. Q2 2021
- Portfolio value
- $245.5M
- −$29.6M (−10.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 166,220 | $50.1M | 20.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 14,000 | $46.0M | 18.7% | 00.0% | Unchanged | History |
| CHGGChegg, Inc | COM | 300,000 | $20.4M | 8.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,400 | $17.1M | 7.0% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 190,000 | $16.7M | 6.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 45,000 | $15.3M | 6.2% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 245,500 | $13.9M | 5.7% | +43,000+21.2% | Added | History |
| ZGZillow Group, Inc. | CL A | 130,000 | $11.5M | 4.7% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 15,823 | $11.5M | 4.7% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 141,500 | $10.2M | 4.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 40,000 | $8.91M | 3.6% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 24,150 | $6.41M | 2.6% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 70,600 | $5.93M | 2.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 35,200 | $5.21M | 2.1% | −14,500−29.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 6,350 | $3.88M | 1.6% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 261,993 | $1.53M | 0.6% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 10,000 | $871.0K | 0.4% | 00.0% | Unchanged | History |