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	$115,365 51.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META ZG GOOGL 3 stocks	$59,618 26.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$11,643 5.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$9,286 4.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$7,808 3.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$7,390 3.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$6,546 2.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$3,206 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,323 1.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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