SM
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Selkirk Management LLC13F | |
| Selkirk Management LLC | |
| Last update 2025-05-15 | 14 Stocks (0 new) |
| Value $261.00 Mil | Turnover 1 % |
Selkirk Management LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVNA | Carvana Co | 365,220 | 76,360.2 | 0% | 29.310 | 0% | 0.270 | +38.73% | +60.33% | 44,024.4 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 253,000 | 48,135.8 | 0% | 18.470 | 0% | 0.000 | +24.50% | +5.86% | 2,465,647.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 44,750 | 25,792.1 | 0% | 9.900 | 0% | 0.000 | +34.74% | +22.80% | 1,804,859.5 | Interactive Media | |
ZG | Zillow Group Inc | 365,800 | 24,457.4 | 0% | 9.390 | 0% | 0.150 | +19.15% | +9.00% | 19,204.5 | Interactive Media | |
FLUT | Flutter Entertainment PLC | 85,776 | 19,003.7 | +8.89% | 7.290 | +0.59% | 0.050 | +30.45% | +16.24% | 52,920.7 | Travel & Leisure | |
GOOGL | Alphabet Inc | 85,275 | 13,186.9 | 0% | 5.060 | 0% | 0.000 | +20.85% | +1.80% | 2,334,151.3 | Interactive Media | |
V | Visa Inc | 28,400 | 9,953.1 | 0% | 3.820 | 0% | 0.000 | +6.17% | +12.97% | 695,104.2 | Credit Services | |
NFLX | Netflix Inc | 9,230 | 8,607.3 | 0% | 3.300 | 0% | 0.000 | +7.83% | +32.70% | 502,585.9 | Media - Diversified | |
ACVA | ACV Auctions Inc | 570,000 | 8,031.3 | +24.73% | 3.080 | +0.61% | 0.320 | -1.28% | -32.18% | 2,643.3 | Vehicles & Parts | |
GDS | GDS Holdings Ltd | 287,000 | 7,269.7 | 0% | 2.790 | 0% | 0.150 | +56.96% | +52.40% | 6,934.6 | Software |
Selkirk Management LLC's Historical Top Holdings Breakdowns
Selkirk Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -1.44% | 96.63 ($111.19) 129.55 | $162.21 | 45.89% | Sold Out | 0 | -33,225 | |
ACVA | ACV Auctions Inc | 2025-03-31 | Add Add | +0.61% | 13.1 ($18.42) 22.25 | $14.65 | -20.47% | Add 24.73% | 570,000 | 113,000 | |
FLUT | Flutter Entertainment PLC | 2025-03-31 | Add Add | +0.59% | 221.55 ($259.01) 298.81 | $300.42 | 15.99% | Add 8.89% | 85,776 | 7,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.04% | 106.98 ($126.74) 149.43 | $173.60 | 36.97% | Add 1.96% | 52,000 | 1,000 | |
CERO | CERo Therapeutics Holdings Inc | 2025-03-31 | Sold Out Sold Out | 0% | 14.6 ($39.52) 122 | $7.39 | -81.30% | Sold Out | 0 | -1,210 | |
ZG | Zillow Group Inc | 2024-12-31 | Add Add | +1.15% | 56.08 ($69.03) 82.33 | $77.23 | 11.88% | Add 14.03% | 365,800 | 45,000 | |
GDS | GDS Holdings Ltd | 2024-12-31 | Add Add | +1.11% | 18.25 ($21.09) 24.12 | $36.21 | 71.69% | Add 82.69% | 287,000 | 129,900 | |
MSFT | Microsoft Corp | 2024-12-31 | Sold Out Sold Out | -0.95% | 406.35 ($426.03) 454.46 | $511.33 | 20.02% | Sold Out | 0 | -5,400 | |
JD | JD.com Inc | 2024-12-31 | Reduce Reduce | -0.24% | 33.35 ($38.64) 47.08 | $33.40 | -13.56% | Reduce -12.94% | 100,881 | -15,000 | |
AMD | Advanced Micro Devices Inc | 2024-09-30 | Reduce Reduce | -1.22% | 128.67 ($151.94) 183.96 | $162.21 | 6.76% | Reduce -32.5% | 33,225 | -16,000 |
Selkirk Management LLC Total Holding History ($B)
Selkirk Management LLC's Asset Allocation
Selkirk Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Selkirk Management LLC's Hypothetical Growth since 2025-03-31
Selkirk Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Selkirk Management LLC's Holdings Heat Map
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Selkirk Management LLC's Holdings Bubble Chart
Selkirk Management LLC News
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