SM
Selkirk Management Portfolio holdings
AUM
$365M
1-Year Est. Return
63.37%
1 Year Est. Return
+63.37%
AUM
$365M
AUM Growth
+$26.6M
(+7.9%)
Holding
14
Sector Composition
| 1 | Consumer Discretionary | 60.52% |
| 2 | Communication Services | 31.12% |
| 3 | Technology | 5.7% |
| 4 | Financials | 2.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$65.2B
| $138M | 37.77% |
365,220
|
|
||
2
Amazon
AMZN
$2.55T
| $55.6M | 15.23% |
253,000
|
|
||
3
Meta Platforms (Facebook)
META
$1.56T
| $32.9M | 9.01% |
44,750
|
|
||
4
Zillow
ZG
$16.2B
| $27.2M | 7.46% |
365,800
|
|
||
5
Flutter Entertainment
FLUT
$35.2B
| $21.8M | 5.97% |
85,776
|
|
||
6
Applovin
APP
$205B
| $21.6M | 5.93% |
30,100
+22,000
|
|
||
7
Alphabet (Google) Class A
GOOGL
$4.02T
| $20.7M | 5.68% |
85,275
|
|
||
8
GDS Holdings
GDS
$8.31B
| $11.1M | 3.04% |
287,000
|
|
||
9
Netflix
NFLX
$373B
| $11.1M | 3.03% |
92,300
|
|
||
10
NVIDIA
NVDA
$4.55T
| $9.7M | 2.66% |
52,000
|
|
||
11
Visa
V
$632B
| $9.7M | 2.66% |
28,400
|
|
||
12
ACV Auctions
ACVA
$1.55B
| $5.65M | 1.55% |
570,000
|
|
||
13
Maplebear
CART
$10.7B
| – | – |
-68,267
|
|
||
14
Salesforce
CRM
$219B
| – | – |
-27,000
|
|