Selkirk Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$213M
Signature - Title
Jed Bowen - CFO/CCO
Location
One Main Street, Suite 202, Chatham, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 16 $213M +$11.8M -$7.94M +$3.85M AMZN, CVNA, META, GOOGL, ZG 13F-HR 8/14/2024, 11:20 AM
Q1 2024 15 $195M +$13.6M $0 +$13.6M AMZN, CVNA, META, GOOGL, FLUT 13F-HR 5/15/2024, 09:28 AM
Q4 2023 14 $148M +$14.6M -$22.4M -$7.81M AMZN, CVNA, META, GOOGL, ZG 13F-HR 2/14/2024, 09:10 AM
Q3 2023 16 $134M +$14.8M $0 +$14.8M AMZN, GOOGL, QQQ, CVNA, META 13F-HR 11/14/2023, 11:31 AM
Q2 2023 15 $118M +$22.7M -$3.97M +$18.7M AMZN, GOOGL, META, ZG, V 13F-HR 8/14/2023, 10:41 AM
Q1 2023 13 $84.8M +$8.16M -$8.62M -$456K AMZN, GOOGL, V, META, ZG 13F-HR 5/15/2023, 12:36 PM
Q4 2022 12 $73.7M +$2.06K -$2.81M -$2.8M AMZN, GOOGL, V, JD, CHGG 13F-HR 2/14/2023, 10:17 AM
Q3 2022 13 $82.9M +$14.1M $0 +$14.1M AMZN, GOOGL, V, META, JD 13F-HR 11/14/2022, 02:17 PM
Q2 2022 13 $85.1M +$28.3M -$23.8M +$4.48M AMZN, GOOGL, V, JD, CHGG 13F-HR 8/15/2022, 10:18 AM
Q1 2022 13 $158M $0 -$1.09M -$1.09M AMZN, GOOGL, CHGG, Z, CVNA 13F-HR 5/13/2022, 10:04 AM
Q4 2021 13 $187M +$9.97M -$36.2M -$26.2M AMZN, CVNA, GOOGL, Z, META 13F-HR 2/14/2022, 03:07 PM
Q3 2021 17 $246M +$2.43M -$2.15M +$288K CVNA, AMZN, CHGG, GOOGL, Z 13F-HR 11/15/2021, 04:05 PM
Q2 2021 17 $275M +$825K -$47.7M -$46.9M CVNA, AMZN, CHGG, Z, ZG 13F-HR 8/13/2021, 09:59 PM
Q1 2021 20 $304M +$11.9M -$11.5M +$324K CVNA, AMZN, Z, CHGG, ZG 13F-HR 5/17/2021, 07:48 AM
Q4 2020 22 $309M +$4.23M -$9.12M -$4.89M AMZN, CVNA, Z, CHGG, ZG 13F-HR 2/16/2021, 09:12 AM
Q3 2020 21 $287M +$2.78M -$2.42M +$365K AMZN, CVNA, Z, CHGG, BABA 13F-HR 11/16/2020, 09:12 AM
Q2 2020 21 $233M +$13.3M -$21.3M -$8.03M AMZN, CVNA, CHGG, BABA, Z 13F-HR 8/14/2020, 11:11 AM
Q1 2020 21 $177M +$9.34M -$6.92M +$2.42M AMZN, BABA, EQIX, CHGG, CHTR 13F-HR 5/13/2020, 09:03 AM
Q4 2019 20 $200M $0 $0 AMZN, BMY, BABA, CHGG, CHTR New Holdings 2/12/2020, 01:38 PM
Q4 2019 20 $200M +$53.1M -$54M -$811K AMZN, BMY, BABA, CHGG, CHTR 13F-HR 2/11/2020, 09:01 AM
Q3 2019 18 $177M +$1.92M $0 +$1.92M AMZN, CELG, EQIXXXXX, BABA, AMT 13F-HR 11/12/2019, 10:36 AM
Q2 2019 18 $186M $0 -$1.72M -$1.72M AMZN, CELG, CHGG, BABA, Z 13F-HR 8/13/2019, 09:17 AM
Q1 2019 18 $176M +$3.64M -$1.84M +$1.8M AMZN, CELG, CHGG, BABA, AMT 13F-HR 5/15/2019, 09:41 AM
Q4 2018 18 $140M +$5.41M -$9.9M -$4.49M AMZN, CELG, CHTR, BABA, CHGG 13F-HR 2/14/2019, 10:28 AM
Q3 2018 18 $187M +$8.31M -$10.2M -$1.87M AMZN, CELG, GRUB, EQIX, CHTR 13F-HR 11/14/2018, 09:45 AM
Q2 2018 17 $186M +$6.35M -$6.96M -$610K AMZN, CELG, EQIX, Z, GRUB 13F-HR 8/14/2018, 10:37 AM
Q1 2018 17 $179M +$22.8M -$8.69M +$14.1M CELG, AMZN, EQIX, GRUB, Z 13F-HR 5/15/2018, 10:16 AM
Q4 2017 16 $164M +$3.2M -$16.4M -$13.2M CELG, EQIX, AMZN, CHTR, JD 13F-HR 2/14/2018, 09:25 AM
Q3 2017 18 $179M +$7.38M -$587K +$6.79M CELG, EQIX, AMZN, CHTR, MIC 13F-HR 11/14/2017, 09:47 AM
Q2 2017 18 $168M +$5.82M -$25.9M -$20M CELG, EQIX, AMZN, MIC, CHTR 13F-HR 8/14/2017, 10:14 AM
Q1 2017 20 $177M $0 $0 CELG, EQIX, AMZN, MIC, CHTR New Holdings 5/16/2017, 06:07 PM
Q1 2017 20 $177M +$14.8M -$12.1M +$2.67M CELG, EQIX, AMZN, MIC, CHTR 13F-HR 5/15/2017, 09:11 AM
Q4 2016 18 $157M +$8.29M -$7.43M +$851K CELG, EQIX, MIC, FLT, CHTR 13F-HR 2/14/2017, 10:17 AM
Q3 2016 17 $163M +$1.34M -$807K +$534K CELG, EQIX, MIC, FLT, CHTR 13F-HR 11/14/2016, 11:18 AM
Q2 2016 17 $145M +$2.55M -$457K +$2.09M CELG, EQIX, MIC, FLT, CHTR 13F-HR 8/15/2016, 09:06 AM
Q1 2016 17 $139M $0 -$15.9M -$15.9M CELG, EQIX, FLT, MIC, CHTR 13F-HR 5/16/2016, 09:45 AM
Q4 2015 19 $170M +$6.22M -$6.57M -$350K CELG, EQIX, FLT, MIC, CHTR 13F-HR 2/16/2016, 10:11 AM
Q3 2015 21 $161M +$12M -$13.8M -$1.81M CELG, EQIX, MIC, FLT, CHTR 13F-HR 11/16/2015, 10:31 AM
Q2 2015 20 $182M +$4.32M -$2.14M +$2.18M CELG, EQIX, FLT, MIC, VRX 13F-HR 8/14/2015, 09:19 AM
Q1 2015 20 $180M +$17M -$15.5M +$1.45M CELG, EQIX, FLT, MIC, VRX 13F-HR 5/15/2015, 09:22 AM
Q4 2014 22 $167M +$9.84M -$4.35M +$5.5M CELG, FLT, MIC, GILD, NEWS 13F-HR 2/13/2015, 08:22 AM
Q3 2014 21 $159M +$8.3M -$4.69M +$3.61M CELG, FLT, GILD, MIC, PCLN 13F-HR 11/14/2014, 10:24 AM
Q2 2014 20 $150M +$31.1M $0 +$31.1M CELG, MIC, FLT, NEWS, GILD 13F-HR 8/14/2014, 09:37 AM
Q1 2014 16 $122M +$9.89M -$10.3M -$413K CELG, MIC, NEWS, FLT, GILD 13F-HR 5/14/2014, 12:09 PM
Q4 2013 19 $132M $0 $0 CELG, NEWS, MIC, FLT, PCLN 13F-HR 2/3/2014, 06:03 PM