SM
Selkirk Management Portfolio holdings
AUM
$294M
1-Year Est. Return
26.84%
This Fund
S&P 500
1 Year Est. Return
+26.84%
AUM
$294M
AUM Growth
-$83.9M
(-22%)
Holding
12
Sector Composition
| 1 | Consumer Discretionary | 61.19% |
| 2 | Communication Services | 31.79% |
| 3 | Technology | 7.01% |
| 4 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$44.9B
| $115M | 39.03% |
1,826,100
|
|
||
2
Amazon
AMZN
$2.68T
| $52.7M | 17.91% |
253,000
|
|
||
3
Meta Platforms (Facebook)
META
$1.58T
| $25.6M | 8.7% |
44,750
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.36T
| $24.5M | 8.34% |
85,275
|
|
||
5
Applovin
APP
$191B
| $19.4M | 6.59% |
48,700
+13,000
|
|
||
6
Zillow
ZG
$8.12B
| $15.1M | 5.15% |
365,800
|
|
||
7
GDS Holdings
GDS
$7.02B
| $11.6M | 3.93% |
287,000
|
|
||
8
NVIDIA
NVDA
$5.23T
| $9.07M | 3.08% |
52,000
|
|
||
9
Netflix
NFLX
$343B
| $8.87M | 3.02% |
92,300
|
|
||
10
Flutter Entertainment
FLUT
$17.4B
| $8.74M | 2.97% |
85,776
|
|
||
11
ACV Auctions
ACVA
$1.02B
| $3.76M | 1.28% |
887,000
|
|
||
12
Visa
V
$597B
| – | – |
-18,300
|
|