Q4 2023 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2024-02-14 · accession 0001172661-24-000958
$147.8M
Reported value
14
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $40.3M | 27.2% | 265,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $19.3M | 13.1% | 365,220 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $15.8M | 10.7% | 44,750 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $13.9M | 9.40% | 99,500 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $13.2M | 8.96% | 233,500 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $8.6M | 5.83% | 58,450 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.4M | 5.71% | 32,400 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $7.1M | 4.81% | 27,000 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $6.9M | 4.68% | 457,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.8M | 3.28% | 9,950 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.3M | 2.26% | 115,881 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.5M | 1.71% | 5,100 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.0M | 1.37% | 5,400 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $1.4M | 0.97% | 157,100 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.