SM

Selkirk Management Portfolio holdings

AUM $338M
1-Year Est. Return 71.11%
This Quarter Est. Return
1 Year Est. Return
+71.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M

Top Sells

1
+$4.15M

Sector Composition

1 Consumer Discretionary 63.7%
2 Communication Services 26.11%
3 Technology 7.2%
4 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
1
Carvana
CVNA
$45.4B
$123M 36.39%
365,220
AMZN icon
2
Amazon
AMZN
$2.27T
$55.5M 16.41%
253,000
META icon
3
Meta Platforms (Facebook)
META
$1.79T
$33M 9.77%
44,750
ZG icon
4
Zillow
ZG
$16.7B
$25.1M 7.41%
365,800
FLUT icon
5
Flutter Entertainment
FLUT
$44.2B
$24.5M 7.25%
85,776
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.06T
$15M 4.44%
85,275
NFLX icon
7
Netflix
NFLX
$509B
$12.4M 3.66%
9,230
V icon
8
Visa
V
$664B
$10.1M 2.98%
28,400
ACVA icon
9
ACV Auctions
ACVA
$1.47B
$9.25M 2.73%
570,000
GDS icon
10
GDS Holdings
GDS
$6.2B
$8.77M 2.59%
287,000
NVDA icon
11
NVIDIA
NVDA
$4.45T
$8.22M 2.43%
52,000
CRM icon
12
Salesforce
CRM
$232B
$7.36M 2.18%
27,000
CART icon
13
Maplebear
CART
$10.2B
$3.09M 0.91%
68,267
APP icon
14
Applovin
APP
$202B
$2.84M 0.84%
+8,100
JD icon
15
JD.com
JD
$46.9B
– –
-100,881