Selkirk Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$278.5B
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 365,220 | $74.3B | 26.67% | |
| 2 | AMZNAMAZON COM INC | 253,000 | $55.5B | 19.93% | |
| 3 | METAMETA PLATFORMS INC | 44,750 | $26.2B | 9.41% | |
| 4 | ZGZILLOW GROUP INC | 365,800 | $25.9B | 9.31% | |
| 5 | FLUTFLUTTER ENTMT PLC | 78,776 | $20.4B | 7.31% | |
| 6 | GOOGLALPHABET INC | 85,275 | $16.1B | 5.80% | |
| 7 | ACVAACV AUCTIONS INC | 457,000 | $9.9B | 3.54% | |
| 8 | CRMSALESFORCE INC | 27,000 | $9.0B | 3.24% | |
| 9 | VVISA INC | 28,400 | $9.0B | 3.22% | |
| 10 | NFLXNETFLIX INC | 9,230 | $8.2B | 2.95% | |
| 11 | NVDANVIDIA CORPORATION | 51,000 | $6.8B | 2.46% | |
| 12 | GDSGDS HLDGS LTD | 287,000 | $6.8B | 2.45% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 33,225 | $4.0B | 1.44% | |
| 14 | JDJD.COM INC | 100,881 | $3.5B | 1.26% | |
| 15 | CARTMAPLEBEAR INC | 68,267 | $2.8B | 1.02% | |
| 16 | —CERO THERAPEUTICS HLDGS INC | 121,040 | $7.3M | 0.00% |