Filed: 2/14/2025ACC: 0001172661-25-000855
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $278.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$278.51M
Total AUM (reported)
2.38M
Total Shares
Allocation by class
CL A$126.39M45.4%
COM$86.45M31.0%
SHS$20.36M7.3%
COM CL A$18.85M6.8%
CAP STK CL A$16.14M5.8%
SPONSORED ADS$6.82M2.4%
SPON ADS CL A$3.50M1.3%
Portfolio Concentration
Top 3$155.98M56.0%
4–10$98.52M35.4%
11–25$24.01M8.6%
Top 3 weight
56.0%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
CARVANA CO
DFNDShares365.22K
TypeSH
Market value$74.27M
26.67%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$55.51M
19.93%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$26.20M
9.41%
Sole
44.75K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$25.92M
9.31%
Sole
365.80K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares78.78K
TypeSH
Market value$20.36M
7.31%
Sole
78.78K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$16.14M
5.80%
Sole
85.28K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares457K
TypeSH
Market value$9.87M
3.54%
Sole
457K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares27K
TypeSH
Market value$9.03M
3.24%
Sole
27K
Shared
0.00
None
0.00
VISA INC
DFNDShares28.40K
TypeSH
Market value$8.98M
3.22%
Sole
28.40K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares9.23K
TypeSH
Market value$8.23M
2.95%
Sole
9.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares51K
TypeSH
Market value$6.85M
2.46%
Sole
51K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$6.82M
2.45%
Sole
287K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares33.23K
TypeSH
Market value$4.01M
1.44%
Sole
33.23K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares100.88K
TypeSH
Market value$3.50M
1.26%
Sole
100.88K
Shared
0.00
None
0.00
MAPLEBEAR INC
DFNDShares68.27K
TypeSH
Market value$2.83M
1.02%
Sole
68.27K
Shared
0.00
None
0.00
CERO THERAPEUTICS HLDGS INC
DFNDShares121.04K
TypeSH
Market value$7.3K
<0.01%
Sole
121.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $74.27M 26.67% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $55.51M 19.93% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $26.20M 9.41% | 44.75K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $25.92M 9.31% | 365.80K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 78.78K | SH | $20.36M 7.31% | 78.78K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $16.14M 5.80% | 85.28K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 457K | SH | $9.87M 3.54% | 457K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 27K | SH | $9.03M 3.24% | 27K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 28.40K | SH | $8.98M 3.22% | 28.40K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 9.23K | SH | $8.23M 2.95% | 9.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 51K | SH | $6.85M 2.46% | 51K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $6.82M 2.45% | 287K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 33.23K | SH | $4.01M 1.44% | 33.23K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 100.88K | SH | $3.50M 1.26% | 100.88K | 0.00 | 0.00 |
MAPLEBEAR INCDFND | COM | 68.27K | SH | $2.83M 1.02% | 68.27K | 0.00 | 0.00 |
CERO THERAPEUTICS HLDGS INCDFND | CLASS A COM | 121.04K | SH | $7.3K <0.01% | 121.04K | 0.00 | 0.00 |