Selkirk Management LLC Portfolio Holdings by Sector

Selkirk Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN CVNA JD 3 stocks	$98,897 49.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL ZG 3 stocks	$52,543 26.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD NVDA 2 stocks	$14,284 7.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$8,340 4.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$7,454 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$6,941 3.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$6,229 3.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,413 1.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$1,459 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts

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