Selkirk Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 17 US equity positions worth $244.7m in its Q3 2024 13F filing. The largest position was CVNA at 26.0% of the reported book, followed by AMZN and META.
What did Selkirk Management LLC own in Q3 2024? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 26.0% | $63.6m | 365,220 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 19.3% | $47.1m | 253,000 | – | |
| 3 | META META PLATFORMS INC | Communication Services | 10.5% | $25.6m | 44,750 | – | |
| 4 | ZG ZILLOW GROUP INC | Communication Services | 8.1% | $19.9m | 320,800 | – | |
| 5 | FLUTTER ENTMT PLC | 7.6% | $18.7m | 78,776 | – | ||
| 6 | GOOGL ALPHABET INC | Communication Services | 5.8% | $14.1m | 85,275 | – | |
| 7 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 3.8% | $9.3m | 457,000 | – | |
| 8 | V VISA INC | Financial Services | 3.2% | $7.8m | 28,400 | – | |
| 9 | CRM SALESFORCE INC | Technology | 3.0% | $7.4m | 27,000 | – | |
| 10 | NFLX NETFLIX INC | Communication Services | 2.7% | $6.5m | 9,230 | – | |
| 11 | NVDA NVIDIA CORPORATION | Technology | 2.5% | $6.2m | 51,000 | – | |
| 12 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.2% | $5.5m | 33,225 | – | |
| 13 | JD JD.COM INC | Consumer Cyclical | 1.9% | $4.6m | 115,881 | – | |
| 14 | GDS GDS HLDGS LTD | Technology | 1.3% | $3.2m | 157,100 | – | |
| 15 | CART MAPLEBEAR INC | Consumer Cyclical | 1.1% | $2.8m | 68,267 | – | |
| 16 | MSFT MICROSOFT CORP | Technology | 0.9% | $2.3m | 5,400 | – | |
| 17 | CERO THERAPEUTICS HLDGS INC | 0.0% | $11.3k | 121,040 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.