Filer Name: SELKIRK MANAGEMENT LLC
CIK: 1565432
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 16
Portfolio Value: $0.28B

Selkirk Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CVNA US CARVANA CO 365,220 $74M 26.67% - -
AMZN US AMAZON.COM INC 253,000 $56M 19.93% - -
META US META PLATFORMS INC-CLASS A 44,750 $26M 9.41% - -
ZG US ZILLOW GROUP INC - A 365,800 $26M 9.31% 14.0% -
FLUT US FLUTTER ENTERTAINMENT PLC-DI 78,776 $20M 7.31% - -
GOOGL US ALPHABET INC-CL A 85,275 $16M 5.80% - -
ACVA US ACV AUCTIONS INC-A 457,000 $10M 3.54% - -
CRM US SALESFORCE INC 27,000 $9M 3.24% - -
V US VISA INC-CLASS A SHARES 28,400 $9M 3.22% - -
NFLX US NETFLIX INC 9,230 $8M 2.95% - -
NVDA US NVIDIA CORP 51,000 $7M 2.46% - -
GDS US GDS HOLDINGS LTD - ADR 287,000 $7M 2.45% 82.7% -
AMD US ADVANCED MICRO DEVICES 33,225 $4M 1.44% - -
JD US JD.COM INC-ADR 100,881 $3M 1.26% -12.9% -
CART US MAPLEBEAR INC 68,267 $3M 1.02% - -
CERO US CERO THERAPEUTICS HOLDINGS I 121,040 $0M 0.00% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us