Q1 2024 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002349
$194.9M
Reported value
15
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $47.8M | 24.5% | 265,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $32.1M | 16.5% | 365,220 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $21.7M | 11.2% | 44,750 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $15.0M | 7.71% | 99,500 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $13.6M | 6.97% | 68,776 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $11.2M | 5.74% | 233,500 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.5M | 5.41% | 58,450 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.0M | 4.64% | 32,400 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $8.6M | 4.40% | 457,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $8.1M | 4.17% | 27,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $6.0M | 3.10% | 9,950 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.6M | 2.36% | 5,100 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.2M | 1.63% | 115,881 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.3M | 1.17% | 5,400 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $1.0M | 0.54% | 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.