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CIK: 0001565432
Total reported value
$321.0M
$321.0M
16 檔
63.0%
During the Q4 2024 filing period, Selkirk Management LLC (CIK: 0001565432) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $321.0M across 16 reported positions.
During Q4 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 | CVNA | Carvana Co | Stock-Consumer Disc | 26.67% | +8.16% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.93% | -0.50% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.41% | -0.85% | — | |
| 4 | ZG | Zillow Group Inc - A | Stock-Comm Services | 9.31% | -5.15% | EXIT | |
| 5 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 7.31% | -1.43% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.80% | +0.71% | — | |
| 7 | ACVA | Acv Auctions Inc-a | Stock-Other | 3.54% | -1.03% | — | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 3.24% | — | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.22% | — | — | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.95% | -1.52% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.47% | — | |
| 12 | GDS | Gds Holdings LTD - Adr | Stock-Other | 2.45% | -3.93% | EXIT | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | — | — | |
| 14 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.26% | — | -12.94% | |
| 15 | CART | Maplebear Inc | Stock-Consumer Disc | 1.02% | — | — | |
| 16 | FENG | Phoenix New Media Limited | Stock-Other | — | — | — |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, AMZN, META) accounted for 63.0% of total reported equity market value during Q4 2024.
During Q4 2024, Selkirk Management LLC's top holdings by market value included CVNA (26.7%)、AMZN (19.9%)、META (9.4%). The largest single position, CVNA, represented 26.7% of total portfolio value.
In Q4 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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