Selkirk Management LLC Portfolio Holdings

Selkirk Management LLC

  • $223 Million
  • Q3 2024

Selkirk Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $63.6M, Amazon Com Inc with a value of $47.1M, Meta Platforms, Inc. with a value of $25.6M, Zillow Group, Inc. with a value of $19.9M, and Alphabet Inc. with a value of $14.1M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $199M to 223M.

Selkirk Management LLC is based out at Chatham, NJ

Below you can find more details about Selkirk Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
Consumer Cyclical: $125 Million
Communication Services: $66.2 Million
Technology: $24.6 Million
Financial Services: $7.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$63.6 Million 28.49% of portfolio
365,220
Q4 2023 Added 11.96%
$2.29T
$47.1 Million 21.12% of portfolio
253,000
Q2 2024 Reduced 4.53%
$1.32T
$25.6 Million 11.48% of portfolio
44,750
Q4 2023 Added 38.76%
$4.35B
$19.9 Million 8.9% of portfolio
320,800
Q2 2024 Added 37.39%
$1.14T
$14.1 Million 6.34% of portfolio
85,275
Q2 2024 Reduced 14.3%
$2.52B
$9.29 Million 4.16% of portfolio
457,000
Q2 2023 Added 257.03%
$519B
$7.81 Million 3.5% of portfolio
28,400
Q2 2024 Reduced 12.35%
$344B
$7.39 Million 3.31% of portfolio
27,000
Q2 2023 Added 58.82%
$405B
$6.55 Million 2.93% of portfolio
9,230
Q2 2024 Reduced 7.24%
$336B
$6.19 Million 2.77% of portfolio
51,000
Q2 2024 Added 900.0%
$192B
$5.45 Million 2.44% of portfolio
33,225
Q3 2024 Reduced 32.5%
$55.7B
$4.64 Million 2.08% of portfolio
115,881
Q4 2021 Reduced 18.11%
$3.77B
$3.21 Million 1.44% of portfolio
157,100
Q2 2023 Added 41.4%
$3.25T
$2.32 Million 1.04% of portfolio
5,400
Q4 2023 New
Maplebear Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Cero Therapeutics Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $223 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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