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| Name: |
SELKIRK MANAGEMENT LLC |
| City: |
CHATHAM |
| State: |
NJ |
| Zip: |
07928 |
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data |
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| Holdings
Found :
16 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CVNA |
Carvana Co. |
1 |
- |
$319.26 |
$76,360,000 |
365,220 |
29.31% |
2,089,000 |
0 |
0.298 |
N/A |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$223.30 |
$48,136,000 |
253,000 |
18.47% |
-7,370,000 |
0 |
0.002 |
Internet Software & S... |
|
|
META |
Meta Platforms Inc |
3 |
- |
$733.63 |
$25,792,000 |
44,750 |
9.9% |
-410,000 |
0 |
0.002 |
Internet Service Prov... |
|
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ZG |
Zillow Group Inc |
4 |
- |
$68.20 |
$24,457,000 |
365,800 |
9.39% |
-1,460,000 |
0 |
0.61 |
N/A |
|
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FLUT |
Flutter Entertainment plc |
5 |
- |
$278.68 |
$19,004,000 |
85,776 |
7.29% |
-1,356,000 |
7,000 |
0.048 |
N/A |
|
|
GOOGL |
Alphabet Inc |
6 |
- |
$178.53 |
$13,187,000 |
85,275 |
5.06% |
-2,956,000 |
0 |
0.001 |
Search Engines & Info... |
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V |
Visa Inc |
7 |
- |
$348.61 |
$9,953,000 |
28,400 |
3.82% |
977,000 |
0 |
0.002 |
Business Services |
|
|
NFLX |
Netflix Inc |
8 |
- |
$1,323.12 |
$8,607,000 |
9,230 |
3.3% |
380,000 |
0 |
0.002 |
Music & Video Stores |
|
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ACVA |
Acv Auctions Inc. |
9 |
- |
$0.00 |
$8,031,000 |
570,000 |
3.08% |
-1,840,000 |
113,000 |
0.342 |
N/A |
|
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GDS |
GDS Holdings Ltd |
10 |
- |
$30.17 |
$7,270,000 |
287,000 |
2.79% |
451,000 |
0 |
0.171 |
N/A |
|
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CRM |
Salesforce.com Inc |
11 |
- |
$273.42 |
$7,246,000 |
27,000 |
2.78% |
-1,781,000 |
0 |
0.003 |
Internet Software & S... |
|
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NVDA |
NVIDIA Corporation |
12 |
- |
$157.75 |
$5,636,000 |
52,000 |
2.16% |
-1,213,000 |
1,000 |
0 |
Semiconductor - Speci... |
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JD |
JD.com |
13 |
- |
$33.07 |
$4,148,000 |
100,881 |
1.59% |
650,000 |
0 |
0.008 |
Internet Service Prov... |
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CART |
Maplebear Inc. |
14 |
- |
$44.86 |
$2,723,000 |
68,267 |
1.05% |
-105,000 |
0 |
0.025 |
N/A |
|
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PBAX |
Phoenix Biotech Acquisition... |
15 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,000 |
-121,040 |
0 |
N/A |
|
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AMD |
Advanced Micro Devices Inc |
16 |
Closed |
$143.81 |
$0 |
0 |
0% |
-4,013,000 |
-33,225 |
0 |
Semiconductor- Broad... |
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