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Selkirk Management LLC Top Holdings and 13F Report (2024)

About Selkirk Management LLC

Investment Activity

  • Selkirk Management LLC has $244.69 million in total holdings as of September 30, 2024.
  • Selkirk Management LLC owns shares of 17 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 0.97% of the portfolio was purchased this quarter.
  • About 1.07% of the portfolio was sold this quarter.
  • This quarter, Selkirk Management LLC has purchased 16 new stocks and bought additional shares in 1 stock.
  • Selkirk Management LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Carvana
$63,588,454
Amazon.com
$47,141,490
Meta Platforms
$25,616,690
Zillow Group
$19,867,144
FLUTTER ENTMT PLC
$18,691,969

Largest New Holdings this Quarter

Largest Purchases this Quarter

FLUTTER ENTMT PLC
10,000 shares (about $2.37M)
Phoenix Biotech Acquisition
121,040 shares (about $11.29K)

Largest Sales this Quarter

Advanced Micro Devices
16,000 shares (about $2.63M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSelkirk Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Carvana Co. stock logo
CVNA
Carvana
$63,588,4540.0%365,22026.0%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$47,141,4900.0%253,00019.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$25,616,6900.0%44,75010.5%Computer and Technology
Zillow Group, Inc. stock logo
ZG
Zillow Group
$19,867,1440.0%320,8008.1%Finance
FLUTTER ENTMT PLC
$18,691,969$2,372,800 14.5%78,7767.6%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,142,8590.0%85,2755.8%Computer and Technology
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$9,290,8100.0%457,0003.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$7,808,5800.0%28,4003.2%Business Services
Salesforce, Inc. stock logo
CRM
Salesforce
$7,390,1700.0%27,0003.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$6,546,5620.0%9,2302.7%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,193,4400.0%51,0002.5%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,451,558$2,625,280 -32.5%33,2252.2%Computer and Technology
JD.com, Inc. stock logo
JD
JD.com
$4,635,2400.0%115,8811.9%Retail/Wholesale
GDS Holdings Limited stock logo
GDS
GDS
$3,204,8400.0%157,1001.3%Business Services
MAPLEBEAR INC
$2,781,1980.0%68,2671.1%COM
Microsoft Co. stock logo
MSFT
Microsoft
$2,323,6200.0%5,4000.9%Computer and Technology
Phoenix Biotech Acquisition Corp. stock logo
PBAX
Phoenix Biotech Acquisition
$11,293$11,293 New Holding121,0400.0%Unclassified

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data