Q2 2024 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003483
$213.3M
Reported value
16
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $48.9M | 22.9% | 253,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $47.0M | 22.0% | 365,220 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $22.6M | 10.6% | 44,750 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $15.5M | 7.28% | 85,275 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $14.4M | 6.77% | 320,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $12.5M | 5.88% | 68,776 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $8.3M | 3.91% | 457,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $8.0M | 3.74% | 49,225 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.5M | 3.49% | 28,400 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.9M | 3.25% | 27,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.3M | 2.95% | 51,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $6.2M | 2.92% | 9,230 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.0M | 1.40% | 115,881 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.4M | 1.13% | 5,400 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $2.2M | 1.03% | 68,267 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $1.5M | 0.68% | 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.