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Livermore
Livermore
ZHEN

Selkirk Management LLC

SEC CIK
0001565432
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
13
−4 vs. Q3 2021
Portfolio value
$187.0M
−$58.5M (−23.8%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Selkirk Management LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock14,000$46.7M25.0%00.0%UnchangedHistory
CVNACarvana Co.CL A96,420$22.3M12.0%−69,800−42.0%ReducedHistory
GOOGLAlphabet Inc.Stock6,400$18.5M9.9%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK274,000$17.5M9.4%+84,000+44.2%AddedHistory
METAMeta Platforms, Inc.Stock45,000$15.1M8.1%00.0%UnchangedHistory
CHGGChegg, IncCOM450,000$13.8M7.4%+150,000+50.0%AddedHistory
CHTRCharter Communications, Inc.CL A15,823$10.3M5.5%00.0%UnchangedHistory
VVisa Inc.Stock40,000$8.67M4.6%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A115,881$8.12M4.3%−25,619−18.1%ReducedHistory
ZGZillow Group, Inc.CL A130,000$8.09M4.3%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT24,150$7.06M3.8%00.0%UnchangedHistory
GDSGDS Holdings LtdSPONSORED ADS146,500$6.91M3.7%−99,000−40.3%ReducedHistory
NFLXNetflix IncStock6,350$3.83M2.0%00.0%UnchangedHistory

Sold out since Q3 2021 (4)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Selkirk Management LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
CDLXCardlytics, Inc.COM70,600$5.93M2.4%History
BABAAlibaba Group Holding LtdADR35,200$5.21M2.1%History
AXDXAccelerate Diagnostics, IncCOM261,993$1.53M0.6%History
PTONPeloton Interactive, Inc.CL A COM10,000$871.0K0.4%History