Selkirk Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$260.6B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 365,220 | $76.4B | 29.31% | |
| 2 | AMZNAMAZON COM INC | 253,000 | $48.1B | 18.47% | |
| 3 | METAMETA PLATFORMS INC | 44,750 | $25.8B | 9.90% | |
| 4 | ZGZILLOW GROUP INC | 365,800 | $24.5B | 9.39% | |
| 5 | FLUTFLUTTER ENTMT PLC | 85,776 | $19.0B | 7.29% | |
| 6 | GOOGLALPHABET INC | 85,275 | $13.2B | 5.06% | |
| 7 | VVISA INC | 28,400 | $10.0B | 3.82% | |
| 8 | NFLXNETFLIX INC | 9,230 | $8.6B | 3.30% | |
| 9 | ACVAACV AUCTIONS INC | 570,000 | $8.0B | 3.08% | |
| 10 | GDSGDS HLDGS LTD | 287,000 | $7.3B | 2.79% | |
| 11 | CRMSALESFORCE INC | 27,000 | $7.2B | 2.78% | |
| 12 | NVDANVIDIA CORPORATION | 52,000 | $5.6B | 2.16% | |
| 13 | JDJD.COM INC | 100,881 | $4.1B | 1.59% | |
| 14 | CARTMAPLEBEAR INC | 68,267 | $2.7B | 1.05% |