SM
Selkirk Management Portfolio holdings
AUM
$378M
1-Year Est. Return
50.04%
This Fund
S&P 500
1 Year Est. Return
+50.04%
AUM
$378M
AUM Growth
+$13.3M
(+3.7%)
Holding
12
Sector Composition
| 1 | Consumer Discretionary | 62.97% |
| 2 | Communication Services | 30.12% |
| 3 | Technology | 5.21% |
| 4 | Financials | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$46.1B
| $154M | 40.76% |
365,220
|
|
||
2
Amazon
AMZN
$2.24T
| $58.4M | 15.44% |
253,000
|
|
||
3
Meta Platforms (Facebook)
META
$1.65T
| $29.5M | 7.81% |
44,750
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.71T
| $26.7M | 7.06% |
85,275
|
|
||
5
Zillow
ZG
$10.5B
| $25M | 6.6% |
365,800
|
|
||
6
Applovin
APP
$146B
| $24.1M | 6.36% |
35,700
+5,600
|
|
||
7
Flutter Entertainment
FLUT
$18.6B
| $18.4M | 4.88% |
85,776
|
|
||
8
GDS Holdings
GDS
$8B
| $10M | 2.65% |
287,000
|
|
||
9
NVIDIA
NVDA
$4.43T
| $9.7M | 2.56% |
52,000
|
|
||
10
Netflix
NFLX
$410B
| $8.65M | 2.29% |
92,300
|
|
||
11
ACV Auctions
ACVA
$842M
| $7.11M | 1.88% |
887,000
+317,000
|
|
||
12
Visa
V
$616B
| $6.42M | 1.7% |
18,300
-10,100
|
|