Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 16
- −1 vs. Q3 2024
- Portfolio value
- $278.5M
- +$33.8M (+13.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 365,220 | $74.3M | 26.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 253,000 | $55.5M | 19.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 44,750 | $26.2M | 9.4% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 365,800 | $25.9M | 9.3% | +45,000+14.0% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 78,776 | $20.4M | 7.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 85,275 | $16.1M | 5.8% | 00.0% | Unchanged | History |
| ACVAACV Auctions Inc. | COM CL A | 457,000 | $9.87M | 3.5% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 27,000 | $9.03M | 3.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 28,400 | $8.98M | 3.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9,230 | $8.23M | 3.0% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 51,000 | $6.85M | 2.5% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 287,000 | $6.82M | 2.4% | +129,900+82.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 33,225 | $4.01M | 1.4% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 100,881 | $3.50M | 1.3% | −15,000−12.9% | Reduced | History |
| CARTMaplebear Inc. | COM | 68,267 | $2.83M | 1.0% | 00.0% | Unchanged | History |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 121,040 | $7.26K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.