Selkirk Management LLC Portfolio Holdings by Sector

Selkirk Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA AMZN JD 3 stocks	$133,273 52.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META ZG GOOGL 3 stocks	$68,453 26.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$10,861 4.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$9,871 3.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$9,026 3.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$8,975 3.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$8,226 3.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$6,819 2.67% of portfolio	1	-	-	-	0 Calls 0 Puts

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