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 2 stocks	$178,569 57.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META ZG GOOGL 3 stocks	$73,110 23.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$12,360 3.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM APP 2 stocks	$10,197 3.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$10,083 3.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$9,245 2.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$8,773 2.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$8,215 2.65% of portfolio	-	-	-	-	0 Calls 0 Puts

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