Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 16
- +1 vs. Q1 2024
- Portfolio value
- $213.3M
- +$18.4M (+9.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 253,000 | $48.9M | 22.9% | −12,000−4.5% | Reduced | History |
| CVNACarvana Co. | CL A | 365,220 | $47.0M | 22.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 44,750 | $22.6M | 10.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 85,275 | $15.5M | 7.3% | −14,225−14.3% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 320,800 | $14.4M | 6.8% | +87,300+37.4% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 68,776 | $12.5M | 5.9% | 00.0% | Unchanged | History |
| ACVAACV Auctions Inc. | COM CL A | 457,000 | $8.34M | 3.9% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 49,225 | $7.98M | 3.7% | −9,225−15.8% | Reduced | History |
| VVisa Inc. | Stock | 28,400 | $7.45M | 3.5% | −4,000−12.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 27,000 | $6.94M | 3.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 51,000 | $6.30M | 3.0% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| NFLXNetflix Inc | Stock | 9,230 | $6.23M | 2.9% | −720−7.2% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 115,881 | $2.99M | 1.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 5,400 | $2.41M | 1.1% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 68,267 | $2.19M | 1.0% | +68,267 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 157,100 | $1.46M | 0.7% | 00.0% | Unchanged | History |