Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 15
- +2 vs. Q1 2023
- Portfolio value
- $117.9M
- +$33.1M (+39.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 280,000 | $36.5M | 30.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 114,000 | $13.6M | 11.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 32,250 | $9.26M | 7.8% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 185,500 | $9.13M | 7.7% | +55,500+42.7% | Added | History |
| VVisa Inc. | Stock | 36,200 | $8.60M | 7.3% | −3,800−9.5% | Reduced | History |
| CVNACarvana Co. | CL A | 316,220 | $8.20M | 6.9% | +243,000+331.9% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 457,000 | $7.89M | 6.7% | +329,000+257.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 27,000 | $5.70M | 4.8% | +10,000+58.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 49,750 | $5.67M | 4.8% | +18,000+56.7% | Added | History |
| NFLXNetflix Inc | Stock | 9,950 | $4.38M | 3.7% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 115,881 | $3.96M | 3.4% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 64,000 | $2.36M | 2.0% | +64,000 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 157,100 | $1.73M | 1.5% | +46,000+41.4% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 8,500 | $508.1K | 0.4% | +8,500 | New | History |
| NVDANVIDIA Corp | Stock | 1,000 | $423.0K | 0.4% | +1,000 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $10.3M | – |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.