News + Filings Holdings
|
|
Selkirk Management LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
AMAZON COM INC
| AMZN | Common | 280,000 | 0 | 36,500,800,000 | 7,579,600,000 | 28.45 | |
Hist
| 06/30/2023 |
|
Alphabet Inc.
| GOOGL | COM | 114,000 | 0 | 13,645,800,000 | 1,820,580,000 | 10.64 | |
Hist
| 06/30/2023 |
|
INVESCO QQQ TRUST, SERIES 1
| QQQ | UNIT SER 1 | 28,000 | 28,000 | 10,343,760,000 | 10,343,760,000 | 8.06 | |
Hist
| 06/30/2023 |
|
Meta Platforms, Inc.
| FB | Common | 32,250 | 0 | 9,255,105,000 | 2,420,040,000 | 7.21 | |
Hist
| 06/30/2023 |
|
ZILLOW GROUP, INC.
| ZG | CL A | 185,500 | 55,500 | 9,126,600,000 | 3,445,600,000 | 7.11 | |
Hist
| 06/30/2023 |
|
VISA INC.
| V | CL A | 36,200 | -3,800 | 8,596,776,000 | -421,624,000 | 6.70 | |
Hist
| 06/30/2023 |
|
CARVANA CO.
| CVNA | Common | 316,220 | 243,000 | 8,196,422,000 | 7,479,598,000 | 6.39 | |
Hist
| 06/30/2023 |
|
ACV Auctions Inc.
| ACVA | Common | 457,000 | 329,000 | 7,892,390,000 | 6,239,910,000 | 6.15 | |
Hist
| 06/30/2023 |
|
Salesforce, Inc.
| CRM | Common | 27,000 | 10,000 | 5,704,020,000 | 2,307,760,000 | 4.45 | |
Hist
| 06/30/2023 |
|
ADVANCED MICRO DEVICES INC
| AMD | Common | 49,750 | 18,000 | 5,667,023,000 | 2,555,205,000 | 4.42 | 0.00 |
Hist
| 06/30/2023 |
|
NETFLIX INC
| NFLX | Common | 9,950 | 0 | 4,382,876,000 | 945,350,000 | 3.42 | 0.00 |
Hist
| 06/30/2023 |
|
JD.com, Inc.
| JD | Common | 115,881 | 0 | 3,955,019,000 | -1,130,998,000 | 3.08 | |
Hist
| 06/30/2023 |
|
Pure Storage, Inc.
| PSTG | Common | 64,000 | 64,000 | 2,356,480,000 | 2,356,480,000 | 1.84 | |
Hist
| 06/30/2023 |
|
GDS Holdings Ltd
| GDS | SPONSORED ADS | 157,100 | 46,000 | 1,726,529,000 | -346,597,000 | 1.35 | |
Hist
| 06/30/2023 |
|
Marvell Technology, Inc.
| MRVL | COMMON STOCK | 8,500 | 8,500 | 508,130,000 | 508,130,000 | 0.40 | 0.00 |
Hist
| 06/30/2023 |
|
NVIDIA CORP
| NVDA | Common | 1,000 | 1,000 | 423,020,000 | 423,020,000 | 0.33 | 0.00 |
Hist
| 06/30/2023 |
|
AMERICAN TOWER CORP /MA/
| AMT | COM | 0 | -15,000 | 0 | -3,065,100,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|