Selkirk Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SM Selkirk Management LLC | Institutional Filer | ▼ 22.20% | $294.2M | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 365K | $114.8M | 39.03% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 253K | $52.7M | 17.91% |
| 3 | META | Meta Platforms, Inc. | Technology | 45K | $25.6M | 8.70% |
| 4 | GOOGL | Alphabet Inc. | Technology | 85K | $24.5M | 8.34% |
| 5 | APP | AppLovin Corporation | Technology | 49K | $19.4M | 6.59% |
| 6 | ZG | Zillow Group, Inc. Class A | Communication Services | 366K | $15.1M | 5.15% |
| 7 | GDS | GDS Holdings Limited | Technology | 287K | $11.6M | 3.93% |
| 8 | NVDA | NVIDIA Corporation | Technology | 52K | $9.1M | 3.08% |
| 9 | NFLX | Netflix, Inc. | Communication Services | 92K | $8.9M | 3.02% |
| 10 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 86K | $8.7M | 2.97% |
| 11 | ACVA | ACV Auctions Inc. | Consumer Cyclical | 887K | $3.8M | 1.28% |
Showing 1 to 11 of 11 holdings