Q1 2025 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002035
$260.6M
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $76.4M | 29.3% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $48.1M | 18.5% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $25.8M | 9.90% | 44,750 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $24.5M | 9.39% | 365,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $19.0M | 7.29% | 85,776 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $13.2M | 5.06% | 85,275 | Common | SOLE |
| 92826C839 | V | VISA INC | $10.0M | 3.82% | 28,400 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $8.6M | 3.30% | 9,230 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $8.0M | 3.08% | 570,000 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $7.3M | 2.79% | 287,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $7.2M | 2.78% | 27,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.6M | 2.16% | 52,000 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $4.1M | 1.59% | 100,881 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $2.7M | 1.05% | 68,267 | 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.