0001172661-23-003063.txt : 20230814 0001172661-23-003063.hdr.sgml : 20230814 20230814104140 ACCESSION NUMBER: 0001172661-23-003063 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Selkirk Management LLC CENTRAL INDEX KEY: 0001565432 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: 231167199 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 06-30-2023 06-30-2023 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 08-14-2023 1 16 128280750 1 0001430089 028-15564 Selkirk Partners, LP INFORMATION TABLE 2 infotable.xml ACV AUCTIONS INC COM CL A 00091G104 7892390 457000 SH DFND 1 457000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 5667023 49750 SH DFND 1 49750 0 0 ALPHABET INC CAP STK CL A 02079K305 13645800 114000 SH DFND 1 114000 0 0 AMAZON COM INC COM 023135106 36500800 280000 SH DFND 1 280000 0 0 CARVANA CO CL A 146869102 8196422 316220 SH DFND 1 316220 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 1726529 157100 SH DFND 1 157100 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 10343760 28000 SH Put DFND 1 28000 0 0 JD.COM INC SPON ADR CL A 47215P106 3955019 115881 SH DFND 1 115881 0 0 MARVELL TECHNOLOGY INC COM 573874104 508130 8500 SH DFND 1 8500 0 0 META PLATFORMS INC CL A 30303M102 9255105 32250 SH DFND 1 32250 0 0 NETFLIX INC COM 64110L106 4382876 9950 SH DFND 1 9950 0 0 NVIDIA CORPORATION COM 67066G104 423020 1000 SH DFND 1 1000 0 0 PURE STORAGE INC CL A 74624M102 2356480 64000 SH DFND 1 64000 0 0 SALESFORCE INC COM 79466L302 5704020 27000 SH DFND 1 27000 0 0 VISA INC COM CL A 92826C839 8596776 36200 SH DFND 1 36200 0 0 ZILLOW GROUP INC CL A 98954M101 9126600 185500 SH DFND 1 185500 0 0