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	$193,326 56.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META ZG GOOGL 3 stocks	$80,823 23.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology APP 1 stocks	$21,628 6.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$11,106 3.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$11,066 3.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$9,702 2.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$9,695 2.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$5,648 1.65% of portfolio	-	-	-	-	0 Calls 0 Puts

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