Selkirk Management LLC
CIK: 0001565432SEC EDGAR →
Portfolio Value
$378.1M
Holdings
12
As of
Q4 2025
New Positions
0
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | 365,220 | $154.1M | 40.76% |
| 2 | AMAZON COM INC | 253,000 | $58.4M | 15.44% |
| 3 | META PLATFORMS INC | 44,750 | $29.5M | 7.81% |
| 4 | ALPHABET INC | 85,275 | $26.7M | 7.06% |
| 5 | ZILLOW GROUP INC | 365,800 | $25.0M | 6.60% |
| 6 | APPLOVIN CORP | 35,700 | $24.1M | 6.36% |
| 7 | FLUTTER ENTMT PLC | 85,776 | $18.4M | 4.88% |
| 8 | GDS HLDGS LTD | 287,000 | $10.0M | 2.65% |
| 9 | NVIDIA CORPORATION | 52,000 | $9.7M | 2.56% |
| 10 | NETFLIX INC | 92,300 | $8.7M | 2.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 4 | $238.1M | 63.0% |
| Communication Services | 4 | $89.8M | 23.8% |
| Technology | 3 | $43.8M | 11.6% |
| Financial Services | 1 | $6.4M | 1.7% |