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CIK: 0001565432
Total reported value
$321.0M
$321.0M
16 檔
46.3%
In Q2 2024, Selkirk Management LLC's U.S. equity holdings reached a combined market value of $321.0M, distributed across 16 disclosed stock positions.
During Q2 2024, Selkirk Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 22.92% | -0.50% | -4.53% | |
| 2 | CVNA | Carvana Co | Stock-Consumer Disc | 22.04% | +8.16% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.58% | -0.85% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.28% | +0.71% | -14.30% | |
| 5 | ZG | Zillow Group Inc - A | Stock-Comm Services | 6.77% | -5.15% | EXIT | |
| 6 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 5.88% | -1.43% | — | |
| 7 | ACVA | Acv Auctions Inc-a | Stock-Other | 3.91% | -1.03% | — | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.74% | — | -15.78% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.49% | — | -12.35% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 3.25% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | +0.47% | +900.00% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.92% | -1.52% | -7.24% | |
| 13 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.40% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | — | — | |
| 15 | CART | Maplebear Inc | Stock-Consumer Disc | 1.03% | — | — | |
| 16 | GDS | Gds Holdings LTD - Adr | Stock-Other | 0.68% | -3.93% | EXIT |
According to official SEC Form 13F filings, Selkirk Management LLC reported a total U.S. public equity portfolio value of $321.0M across 16 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, CVNA, META) accounted for 46.3% of total reported equity market value during Q2 2024.
During Q2 2024, Selkirk Management LLC's top holdings by market value included AMZN (22.9%)、CVNA (22.0%)、META (10.6%). The largest single position, AMZN, represented 22.9% of total portfolio value.
In Q2 2024, Selkirk Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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