Selkirk Management LLC
CIK: 0001565432Latest portfolio: $378.1M · Q4 2025
Holdings
12
Total Value
$378.1M
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 365,220 | $154.1M | 40.76% | — | |
| 2 | AMZNAMAZON COM INC | 253,000 | $58.4M | 15.44% | — | |
| 3 | METAMETA PLATFORMS INC | 44,750 | $29.5M | 7.81% | — | |
| 4 | GOOGLALPHABET INC | 85,275 | $26.7M | 7.06% | — | |
| 5 | ZGZILLOW GROUP INC | 365,800 | $25.0M | 6.60% | — | |
| 6 | APPAPPLOVIN CORP | 35,700 | $24.1M | 6.36% | +6K | |
| 7 | FLUTFLUTTER ENTMT PLC | 85,776 | $18.4M | 4.88% | — | |
| 8 | GDSGDS HLDGS LTD | 287,000 | $10.0M | 2.65% | — | |
| 9 | NVDANVIDIA CORPORATION | 52,000 | $9.7M | 2.56% | — | |
| 10 | NFLXNETFLIX INC | 92,300 | $8.7M | 2.29% | +83K | |
| 11 | ACVAACV AUCTIONS INC | 887,000 | $7.1M | 1.88% | +317K | |
| 12 | VVISA INC | 18,300 | $6.4M | 1.70% | -10,100 |
Sector Breakdown
Consumer Cyclical0.0% ($15413058397.2T)
Communication Services0.0% ($2953926691.2T)
Technology0.0% ($24055.1T)
Financial Services0.0% ($6.4M)
Filing History
Fund Information
Selkirk Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $378.1M across 12 holdings. The largest position is CARVANA CO (CVNA), representing 40.8% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.