Selkirk Management LLC Portfolio Holdings

Selkirk Management LLC

  • $256 Million
  • Q4 2024

Selkirk Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $74.3M, Amazon Com Inc with a value of $55.5M, Meta Platforms, Inc. with a value of $26.4M, Zillow Group, Inc. with a value of $25.9M, and Alphabet Inc. with a value of $16.1M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $223M to 256M.

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 $256 Million
Consumer Cyclical: $143 Million
Communication Services: $76.7 Million
Technology: $26.7 Million
Financial Services: $8.98 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.25B
$25.9 Million 10.14% of portfolio
365,800
Q4 2024 Added 14.03%
$2.03B
$9.87 Million 3.86% of portfolio
457,000
Q2 2023 Added 257.03%
$8.53B
$6.82 Million 2.67% of portfolio
287,000
Q4 2024 Added 82.69%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $256 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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