SM

Selkirk Management Portfolio holdings

AUM $338M
This Quarter Return
+13.29%
1 Year Return
+71.11%
3 Year Return
+342.93%
5 Year Return
+266.74%
10 Year Return
+897.05%
AUM
$213M
AUM Growth
+$213M
Cap. Flow
+$3.85M
Cap. Flow %
1.81%
Top 10 Hldgs %
89.88%
Holding
16
New
1
Increased
2
Reduced
5
Closed
–

Top Buys

1
NVDA icon
NVIDIA
NVDA
$5.67M
2
ZG icon
Zillow
ZG
$3.93M
3
CART icon
Maplebear
CART
$2.19M

Top Sells

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
$2.59M
2
AMZN icon
Amazon
AMZN
$2.32M
3
AMD icon
Advanced Micro Devices
AMD
$1.5M
4
V icon
Visa
V
$1.05M
5
NFLX icon
Netflix
NFLX
$486K

Sector Composition

1 Consumer Discretionary 57.18%
2 Communication Services 27.55%
3 Technology 11.77%
4 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.44T
$48.9M 22.92% 253,000 -12,000 -5% -$2.32M
CVNA icon
2
Carvana
CVNA
$51.4B
$47M 22.04% 365,220 – –
META icon
3
Meta Platforms (Facebook)
META
$1.86T
$22.6M 10.58% 44,750 – –
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$2.57T
$15.5M 7.28% 85,275 -14,225 -14% -$2.59M
ZG icon
5
Zillow
ZG
$19.7B
$14.4M 6.77% 320,800 +87,300 +37% +$3.93M
FLUT icon
6
Flutter Entertainment
FLUT
$54B
$12.5M 5.88% 68,776 – –
ACVA icon
7
ACV Auctions
ACVA
$2.01B
$8.34M 3.91% 457,000 – –
AMD icon
8
Advanced Micro Devices
AMD
$264B
$7.98M 3.74% 49,225 -9,225 -16% -$1.5M
V icon
9
Visa
V
$683B
$7.45M 3.49% 28,400 -4,000 -12% -$1.05M
CRM icon
10
Salesforce
CRM
$245B
$6.94M 3.25% 27,000 – –
NVDA icon
11
NVIDIA
NVDA
$4.24T
$6.3M 2.95% 51,000 +45,900 +900% +$5.67M
NFLX icon
12
Netflix
NFLX
$513B
$6.23M 2.92% 9,230 -720 -7% -$486K
JD icon
13
JD.com
JD
$44.1B
$2.99M 1.4% 115,881 – –
MSFT icon
14
Microsoft
MSFT
$3.77T
$2.41M 1.13% 5,400 – –
CART icon
15
Maplebear
CART
$11.4B
$2.19M 1.03% +68,267 New +$2.19M
GDS icon
16
GDS Holdings
GDS
$6.62B
$1.46M 0.68% 157,100 – –