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
$261M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.55M
3
+$108K

Top Sells

1
+$4.01M
2
+$7.26K

Sector Composition

1 Consumer Discretionary 60.8%
2 Communication Services 27.65%
3 Technology 7.73%
4 Financials 3.82%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
1
Carvana
CVNA
$46.1B
$76.4M 29.31%
365,220
AMZN icon
2
Amazon
AMZN
$2.27T
$48.1M 18.47%
253,000
META icon
3
Meta Platforms (Facebook)
META
$1.8T
$25.8M 9.9%
44,750
ZG icon
4
Zillow
ZG
$16.9B
$24.5M 9.39%
365,800
FLUT icon
5
Flutter Entertainment
FLUT
$44.2B
$19M 7.29%
85,776
+7,000
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.06T
$13.2M 5.06%
85,275
V icon
7
Visa
V
$664B
$9.95M 3.82%
28,400
NFLX icon
8
Netflix
NFLX
$510B
$8.61M 3.3%
9,230
ACVA icon
9
ACV Auctions
ACVA
$1.48B
$8.03M 3.08%
570,000
+113,000
GDS icon
10
GDS Holdings
GDS
$6.27B
$7.27M 2.79%
287,000
CRM icon
11
Salesforce
CRM
$231B
$7.25M 2.78%
27,000
NVDA icon
12
NVIDIA
NVDA
$4.46T
$5.64M 2.16%
52,000
+1,000
JD icon
13
JD.com
JD
$46.9B
$4.15M 1.59%
100,881
CART icon
14
Maplebear
CART
$10.1B
$2.72M 1.05%
68,267
AMD icon
15
Advanced Micro Devices
AMD
$378B
– –
-33,225
CERO icon
16
CERo Therapeutics
CERO
$3.71M
– –
-61