Portfolio (Quarterly)
Guide ↗
Selkirk Management LLC
· CIK 0001565432| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | Consumer Cyclical | 365,220.0 | $154.1M | 40.76% | NEW | — | $422.02 | -83.2% |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 253,000.0 | $58.4M | 15.44% | NEW | — | $230.82 | +14.0% |
| 3 | META | META PLATFORMS INC | Communication Services | 44,750.0 | $29.5M | 7.81% | NEW | — | $660.09 | -7.6% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 85,275.0 | $26.7M | 7.06% | NEW | — | $313.00 | +23.5% |
| 5 | ZG | ZILLOW GROUP INC | Communication Services | 365,800.0 | $25.0M | 6.60% | NEW | — | $68.23 | -46.8% |
| 6 | APP | APPLOVIN CORP | Technology | 35,700.0 | $24.1M | 6.36% | NEW | — | $673.82 | -25.8% |
| 7 | — | FLUTTER ENTMT PLC | — | 85,776.0 | $18.4M | 4.88% | NEW | — | $215.04 | — |
| 8 | GDS | GDS HLDGS LTD | Technology | 287,000.0 | $10.0M | 2.65% | NEW | — | $34.90 | -3.6% |
| 9 | NVDA | NVIDIA CORPORATION | Technology | 52,000.0 | $9.7M | 2.56% | NEW | — | $186.50 | +14.7% |
| 10 | NFLX | NETFLIX INC | Communication Services | 92,300.0 | $8.7M | 2.29% | NEW | — | $93.76 | -6.4% |
| 11 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 887,000.0 | $7.1M | 1.88% | NEW | — | $8.02 | -25.7% |
| 12 | V | VISA INC | Financial Services | 18,300.0 | $6.4M | 1.70% | NEW | — | $350.71 | -6.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
61.1%
Communication Services
25.0%
Technology
12.2%
Financial Services
1.8%