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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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