Selkirk Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 16 US equity positions worth $278.5m in its Q4 2024 13F filing. The largest position was CVNA at 26.7% of the reported book, followed by AMZN and META. Against the Q3 2024 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 16 holdings.
What did Selkirk Management LLC own in Q4 2024? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 26.7% | $74.3m | 365,220 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 19.9% | $55.5m | 253,000 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 9.4% | $26.2m | 44,750 | 0% | held |
| 4 | ZG ZILLOW GROUP INC | Communication Services | 9.3% | $25.9m | 365,800 | 14% | added |
| 5 | FLUTTER ENTMT PLC | 7.3% | $20.4m | 78,776 | 0% | held | |
| 6 | GOOGL ALPHABET INC | Communication Services | 5.8% | $16.1m | 85,275 | 0% | held |
| 7 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 3.5% | $9.9m | 457,000 | 0% | held |
| 8 | CRM SALESFORCE INC | Technology | 3.2% | $9.0m | 27,000 | 0% | held |
| 9 | V VISA INC | Financial Services | 3.2% | $9.0m | 28,400 | 0% | held |
| 10 | NFLX NETFLIX INC | Communication Services | 3.0% | $8.2m | 9,230 | 0% | held |
| 11 | NVDA NVIDIA CORPORATION | Technology | 2.5% | $6.8m | 51,000 | 0% | held |
| 12 | GDS GDS HLDGS LTD | Technology | 2.4% | $6.8m | 287,000 | 83% | added |
| 13 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.4% | $4.0m | 33,225 | 0% | held |
| 14 | JD JD.COM INC | Consumer Cyclical | 1.3% | $3.5m | 100,881 | -13% | reduced |
| 15 | CART MAPLEBEAR INC | Consumer Cyclical | 1.0% | $2.8m | 68,267 | 0% | held |
| 16 | CERO THERAPEUTICS HLDGS INC | 0.0% | $7.3k | 121,040 | 0% | held |
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.