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	$128,643 53.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META ZG GOOGL 3 stocks	$63,435 26.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$9,953 4.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$8,607 3.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$8,031 3.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$7,269 3.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$7,245 3.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$5,635 2.36% of portfolio	1	-	-	-	0 Calls 0 Puts

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