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| Name: |
SELKIRK MANAGEMENT LLC |
| City: |
CHATHAM |
| State: |
NJ |
| Zip: |
07928 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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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 |
- |
$186.21 |
$40,264,000 |
265,000 |
27.23% |
4,670,000 |
-15,000 |
0.003 |
Internet Software & S... |
|
|
CVNA |
Carvana Co. |
2 |
- |
$121.67 |
$19,335,000 |
365,220 |
13.08% |
5,640,000 |
39,000 |
0.312 |
N/A |
|
|
FB |
Meta Platforms Inc |
3 |
- |
$451.96 |
$15,840,000 |
44,750 |
10.71% |
6,158,000 |
12,500 |
0.002 |
Internet Service Prov... |
|
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GOOGL |
Alphabet Inc |
4 |
- |
$167.24 |
$13,899,000 |
99,500 |
9.4% |
-1,019,000 |
-14,500 |
0.002 |
Search Engines & Info... |
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ZG |
Zillow Group Inc |
5 |
- |
$40.07 |
$13,244,000 |
233,500 |
8.96% |
4,935,000 |
48,000 |
0.389 |
N/A |
|
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AMD |
Advanced Micro Devices Inc |
6 |
- |
$150.60 |
$8,616,000 |
58,450 |
5.83% |
3,501,000 |
8,700 |
0.005 |
Semiconductor- Broad... |
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V |
Visa Inc |
7 |
- |
$268.49 |
$8,435,000 |
32,400 |
5.71% |
109,000 |
-3,800 |
0.002 |
Business Services |
|
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CRM |
Salesforce.com Inc |
8 |
- |
$273.66 |
$7,105,000 |
27,000 |
4.81% |
1,630,000 |
0 |
0.003 |
Internet Software & S... |
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ACVA |
Acv Auctions Inc. |
9 |
- |
$0.00 |
$6,924,000 |
457,000 |
4.68% |
-13,000 |
0 |
0.341 |
N/A |
|
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NFLX |
Netflix Inc |
10 |
- |
$579.34 |
$4,844,000 |
9,950 |
3.28% |
1,087,000 |
0 |
0.002 |
Music & Video Stores |
|
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JD |
JD.com |
11 |
- |
$32.87 |
$3,348,000 |
115,881 |
2.26% |
-28,000 |
0 |
0.009 |
Internet Service Prov... |
|
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NVDA |
NVIDIA Corporation |
12 |
- |
$887.89 |
$2,526,000 |
5,100 |
1.71% |
2,091,000 |
4,100 |
0 |
Semiconductor - Speci... |
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MSFT |
Microsoft Corp |
13 |
New |
$406.66 |
$2,031,000 |
5,400 |
1.37% |
2,031,000 |
5,400 |
0 |
Application Software |
|
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GDS |
GDS Holdings Ltd |
14 |
- |
$8.74 |
$1,433,000 |
157,100 |
0.97% |
-287,000 |
0 |
0.093 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
15 |
Closed |
$435.48 |
$0 |
0 |
0% |
-14,331,000 |
-40,000 |
0 |
Closed - End Fund - Debt |
|
|
PSTG |
Pure Storage, Inc. |
17 |
Closed |
$52.24 |
$0 |
0 |
0% |
-2,280,000 |
-64,000 |
0 |
N/A |
|
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MRVL |
Marvell Technology, Inc. |
16 |
Closed |
$68.51 |
$0 |
0 |
0% |
-460,000 |
-8,500 |
0 |
N/A |
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