Q4 2024 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000855
$278.5M
Reported value
16
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $74.3M | 26.7% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $55.5M | 19.9% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $26.2M | 9.41% | 44,750 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $25.9M | 9.31% | 365,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $20.4M | 7.31% | 78,776 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $16.1M | 5.80% | 85,275 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $9.9M | 3.54% | 457,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $9.0M | 3.24% | 27,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.0M | 3.22% | 28,400 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $8.2M | 2.95% | 9,230 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.8M | 2.46% | 51,000 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $6.8M | 2.45% | 287,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $4.0M | 1.44% | 33,225 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.5M | 1.26% | 100,881 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $2.8M | 1.02% | 68,267 | Common | SOLE |
| 71902K105 | — | CERO THERAPEUTICS HLDGS INC | $7,262 | 0.00% | 121,040 | 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.