$195 Million is the total value of Selkirk Management LLC's 15 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $47,800,700 | +18.7% | 265,000 | 0.0% | 24.53% | -9.9% | |
| CVNA | CARVANA COcl a | $32,106,490 | +66.1% | 365,220 | 0.0% | 16.48% | +26.0% | |
| FB | META PLATFORMS INCcl a | $21,729,705 | +37.2% | 44,750 | 0.0% | 11.15% | +4.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $15,017,535 | +8.0% | 99,500 | 0.0% | 7.71% | -18.0% | |
| New | FLUTTER ENTMT PLC | $13,582,572 | – | 68,776 | +100.0% | 6.97% | – | |
| ZG | ZILLOW GROUP INCcl a | $11,175,310 | -15.6% | 233,500 | 0.0% | 5.74% | -36.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $10,549,641 | +22.4% | 58,450 | 0.0% | 5.41% | -7.1% | |
| V | VISA INC | $9,042,192 | +7.2% | 32,400 | 0.0% | 4.64% | -18.7% | |
| ACVA | ACV AUCTIONS INC | $8,577,890 | +23.9% | 457,000 | 0.0% | 4.40% | -6.0% | |
| CRM | SALESFORCE INC | $8,131,860 | +14.5% | 27,000 | 0.0% | 4.17% | -13.2% | |
| NFLX | NETFLIX INC | $6,042,934 | +24.7% | 9,950 | 0.0% | 3.10% | -5.4% | |
| NVDA | NVIDIA CORPORATION | $4,608,156 | +82.5% | 5,100 | 0.0% | 2.36% | +38.5% | |
| JD | JD.COM INCspon adr cl a | $3,173,981 | -5.2% | 115,881 | 0.0% | 1.63% | -28.0% | |
| MSFT | MICROSOFT CORP | $2,271,888 | +11.9% | 5,400 | 0.0% | 1.17% | -15.1% | |
| GDS | GDS HLDGS LTDsponsored ads | $1,044,715 | -27.1% | 157,100 | 0.0% | 0.54% | -44.7% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC CMN | 45 | Q2 2024 | 37.6% |
| VISA INC. CMN CLASS A | 45 | Q2 2024 | 11.3% |
| AMERICAN TOWER CORPORATION CMN | 40 | Q1 2023 | 7.4% |
| JD.COM, INC. | 38 | Q2 2024 | 8.8% |
| ZILLOW GROUP INC - CLASS A | 36 | Q2 2024 | 9.0% |
| META PLATFORMS INC - CLASS A | 31 | Q2 2024 | 11.2% |
| ACCERLERATE DIAGNOSTICS, INC. | 29 | Q3 2021 | 6.2% |
| CELGENE CORPORATION CMN | 26 | Q3 2019 | 19.8% |
| EQUINIX INC CMN | 26 | Q3 2019 | 13.5% |
| GOOGLE, INC. CMN CLASS A | 26 | Q3 2019 | 6.2% |
View Selkirk Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Selkirk Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.