0001172661-24-000958.txt : 20240214 0001172661-24-000958.hdr.sgml : 20240214 20240214091001 ACCESSION NUMBER: 0001172661-24-000958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Selkirk Management LLC CENTRAL INDEX KEY: 0001565432 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15127 FILM NUMBER: 24632921 BUSINESS ADDRESS: STREET 1: ONE MAIN STREET STREET 2: SUITE 202 CITY: CHATHAM STATE: NJ ZIP: 07928 BUSINESS PHONE: 973-701-6175 MAIL ADDRESS: STREET 1: ONE MAIN STREET STREET 2: SUITE 202 CITY: CHATHAM STATE: NJ ZIP: 07928 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001565432 XXXXXXXX 12-31-2023 12-31-2023 false Selkirk Management LLC

One Main Street Suite 202 Chatham NJ 07928

13F HOLDINGS REPORT 028-15127 000162808 801-79991 N Jed Bowen 973-701-6172 /s/ Jed Bowen Chatham NJ 02-14-2024 1 14 147842865 1 0001430089 028-15564 Selkirk Partners, LP INFORMATION TABLE 2 infotable.xml ACV AUCTIONS INC COM CL A 00091G104 6923550 457000 SH DFND 1 457000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 8616115 58450 SH DFND 1 58450 0 0 ALPHABET INC CAP STK CL A 02079K305 13899155 99500 SH DFND 1 99500 0 0 AMAZON COM INC COM 023135106 40264100 265000 SH DFND 1 265000 0 0 CARVANA CO CL A 146869102 19334747 365220 SH DFND 1 365220 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 1432752 157100 SH DFND 1 157100 0 0 JD.COM INC SPON ADR CL A 47215P106 3347802 115881 SH DFND 1 115881 0 0 META PLATFORMS INC CL A 30303M102 15839710 44750 SH DFND 1 44750 0 0 MICROSOFT CORP COM 594918104 2030616 5400 SH DFND 1 5400 0 0 NETFLIX INC COM 64110L106 4844456 9950 SH DFND 1 9950 0 0 NVIDIA CORPORATION COM 67066G104 2525622 5100 SH DFND 1 5100 0 0 SALESFORCE INC COM 79466L302 7104780 27000 SH DFND 1 27000 0 0 VISA INC COM CL A 92826C839 8435340 32400 SH DFND 1 32400 0 0 ZILLOW GROUP INC CL A 98954M101 13244120 233500 SH DFND 1 233500 0 0