Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 17
- +1 vs. Q2 2024
- Portfolio value
- $244.7M
- +$31.4M (+14.7%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 365,220 | $63.6M | 26.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 253,000 | $47.1M | 19.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 44,750 | $25.6M | 10.5% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 320,800 | $19.9M | 8.1% | 00.0% | Unchanged | History |
| FLUTFlutter Entertainment plc | SHS | 78,776 | $18.7M | 7.6% | +10,000+14.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 85,275 | $14.1M | 5.8% | 00.0% | Unchanged | History |
| ACVAACV Auctions Inc. | COM CL A | 457,000 | $9.29M | 3.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 28,400 | $7.81M | 3.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 27,000 | $7.39M | 3.0% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9,230 | $6.55M | 2.7% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 51,000 | $6.19M | 2.5% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 33,225 | $5.45M | 2.2% | −16,000−32.5% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 115,881 | $4.64M | 1.9% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 157,100 | $3.20M | 1.3% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 68,267 | $2.78M | 1.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 5,400 | $2.32M | 0.9% | 00.0% | Unchanged | History |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 121,040 | $11.3K | <0.1% | +121,040 | New | History |