Selkirk Management LLC Portfolio Holdings

Selkirk Management LLC

  • $199 Million
  • Q2 2024

Selkirk Management LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $199 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $48.9M, Carvana Co. with a value of $47M, Meta Platforms, Inc. with a value of $22.6M, Alphabet Inc. with a value of $15.5M, and Zillow Group, Inc. with a value of $14.4M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $181M to 199M.

Selkirk Management LLC is based out at Chatham, NJ

Below you can find more details about Selkirk Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Million
Consumer Cyclical: $107 Million
Communication Services: $58.8 Million
Technology: $25.1 Million
Financial Services: $7.45 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$8.34 Million 4.2% of portfolio
457,000
Q2 2023 Added 257.03%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $199 Million
  • Prior Value $181 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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