Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 13
- 0 vs. Q1 2022
- Portfolio value
- $85.1M
- −$73.3M (−46.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 280,000 | $29.7M | 34.9% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 5,700 | $12.4M | 14.6% | −700−10.9% | Reduced | History |
| VVisa Inc. | Stock | 40,000 | $7.88M | 9.3% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 115,881 | $7.44M | 8.7% | 00.0% | Unchanged | History |
| CHGGChegg, Inc | COM | 250,000 | $4.70M | 5.5% | −200,000−44.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 27,000 | $4.35M | 5.1% | −18,000−40.0% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 130,000 | $4.13M | 4.9% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 15,000 | $3.83M | 4.5% | −9,150−37.9% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 111,000 | $3.71M | 4.4% | −35,500−24.2% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 6,781 | $3.18M | 3.7% | −9,042−57.1% | Reduced | History |
| CVNACarvana Co. | CL A | 61,220 | $1.38M | 1.6% | −30,200−33.0% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 39,000 | $1.24M | 1.5% | −225,000−85.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 6,350 | $1.11M | 1.3% | 00.0% | Unchanged | History |