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| Name: |
SELKIRK MANAGEMENT LLC |
| City: |
CHATHAM |
| State: |
NJ |
| Zip: |
07928 |
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data |
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| Holdings
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15 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$183.13 |
$47,801,000 |
265,000 |
24.53% |
7,537,000 |
0 |
0.003 |
Internet Software & S... |
|
|
CVNA |
Carvana Co. |
2 |
- |
$115.72 |
$32,106,000 |
365,220 |
16.48% |
12,771,000 |
0 |
0.298 |
N/A |
|
|
FB |
Meta Platforms Inc |
3 |
- |
$467.78 |
$21,730,000 |
44,750 |
11.15% |
5,890,000 |
0 |
0.002 |
Internet Service Prov... |
|
|
GOOGL |
Alphabet Inc |
4 |
- |
$176.38 |
$15,018,000 |
99,500 |
7.71% |
1,119,000 |
0 |
0.002 |
Search Engines & Info... |
|
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FLUT |
Flutter Entertainment plc |
5 |
New |
$206.43 |
$13,583,000 |
68,776 |
6.97% |
13,583,000 |
68,776 |
0.039 |
N/A |
|
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ZG |
Zillow Group Inc |
6 |
- |
$40.84 |
$11,175,000 |
233,500 |
5.73% |
-2,069,000 |
0 |
0.389 |
N/A |
|
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AMD |
Advanced Micro Devices Inc |
7 |
- |
$165.52 |
$10,550,000 |
58,450 |
5.41% |
1,934,000 |
0 |
0.005 |
Semiconductor- Broad... |
|
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V |
Visa Inc |
8 |
- |
$275.58 |
$9,042,000 |
32,400 |
4.64% |
607,000 |
0 |
0.002 |
Business Services |
|
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ACVA |
Acv Auctions Inc. |
9 |
- |
$0.00 |
$8,578,000 |
457,000 |
4.4% |
1,654,000 |
0 |
0.341 |
N/A |
|
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CRM |
Salesforce.com Inc |
10 |
- |
$283.82 |
$8,132,000 |
27,000 |
4.17% |
1,027,000 |
0 |
0.003 |
Internet Software & S... |
|
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NFLX |
Netflix Inc |
11 |
- |
$640.47 |
$6,043,000 |
9,950 |
3.1% |
1,199,000 |
0 |
0.002 |
Music & Video Stores |
|
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NVDA |
NVIDIA Corporation |
12 |
- |
$949.50 |
$4,608,000 |
5,100 |
2.36% |
2,082,000 |
0 |
0 |
Semiconductor - Speci... |
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JD |
JD.com |
13 |
- |
$32.68 |
$3,174,000 |
115,881 |
1.63% |
-174,000 |
0 |
0.009 |
Internet Service Prov... |
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MSFT |
Microsoft Corp |
14 |
- |
$430.52 |
$2,272,000 |
5,400 |
1.17% |
241,000 |
0 |
0 |
Application Software |
|
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GDS |
GDS Holdings Ltd |
15 |
- |
$8.01 |
$1,045,000 |
157,100 |
0.54% |
-388,000 |
0 |
0.093 |
N/A |
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