SELKIRK MANAGEMENT LLC
Q4 2023 Form 13-F
CHATHAM, NEW JERSEY
CIK 0001565432
· CRD 162808
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q2 2013
$147.8M Reported Value Total
SELKIRK MANAGEMENT, LLC reports 1 total accounts under management (AUM). There are 1 discretionary accounts valued at $198,982,952, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $443.0M gross asset value
Hedge Fund: $443.0M
Source: Form ADV filed 2026-10-13
Reported value
$147.8M
Quarter over quarter
+18.1%
Holdings
14
Top-10 concentration
93.7%
Filing Structure
Reports holdings for
- Selkirk Partners, LP (not a 13F filer in our records) · File #028-15564 · since Q2 2013
Key People
Form ADV owners & control persons
Christian Todd Amundsen
MANAGING MEMBER
Thomas Gordon Oatman
MANAGING MEMBER
Redmond Strawbridge
MANAGING MEMBER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $147.8M |
| Positions | 14 |
| Change in reported value | +10.0% |
| New positions | 1 |
| Exited positions | 3 |
| Position turnover | 23.5% |
| Top-10 concentration | 93.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
13 | $321.0M |
|
Q1 2026 13F
Filed May 14, 2026
|
11 | $294.2M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
12 | $378.1M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
12 | $364.8M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
14 | $338.2M |
|
Q1 2025 13F
Filed May 15, 2025
|
14 | $260.6M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
16 | $278.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $244.7M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
16 | $213.3M |
|
Q1 2024 13F
Filed May 15, 2024
|
15 | $194.9M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
14 | $147.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
16 | $134.4M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
15 | $128.3M |
|
Q1 2023 13F
Filed May 15, 2023
|
13 | $84.8M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
12 | $73.7M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
13 | $84.1M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
13 | $85.1M |
|
Q1 2022 13F
Filed May 13, 2022
|
13 | $158.4M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
13 | $187.0M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
17 | $245.5M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 14 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AMZN AMAZON COM INC | $40.3M | 27.23% |
| 2 | CVNA CARVANA CO | $19.3M | 13.08% |
| 3 | META META PLATFORMS INC | $15.8M | 10.71% |
| 4 | GOOGL ALPHABET INC | $13.9M | 9.4% |
| 5 | ZG ZILLOW GROUP INC | $13.2M | 8.96% |
| 6 | AMD ADVANCED MICRO DEVICES INC | $8.6M | 5.83% |
| 7 | V VISA INC | $8.4M | 5.71% |
| 8 | CRM SALESFORCE INC | $7.1M | 4.81% |
| 9 | ACVA ACV AUCTIONS INC | $6.9M | 4.68% |
| 10 | NFLX NETFLIX INC | $4.8M | 3.28% |
| 11 | JD JD.COM INC | $3.3M | 2.26% |
| 12 | NVDA NVIDIA CORPORATION | $2.5M | 1.71% |
| 13 | MSFT MICROSOFT CORP | $2.0M | 1.37% |
| 14 | GDS GDS HLDGS LTD | $1.4M | 0.97% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.