Selkirk Management LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$364.8B
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 365,220 | $137.8B | 37.77% | |
| 2 | AMZNAMAZON COM INC | 253,000 | $55.6B | 15.23% | |
| 3 | METAMETA PLATFORMS INC | 44,750 | $32.9B | 9.01% | |
| 4 | ZGZILLOW GROUP INC | 365,800 | $27.2B | 7.46% | |
| 5 | FLUTFLUTTER ENTMT PLC | 85,776 | $21.8B | 5.97% | |
| 6 | APPAPPLOVIN CORP | 30,100 | $21.6B | 5.93% | |
| 7 | GOOGLALPHABET INC | 85,275 | $20.7B | 5.68% | |
| 8 | GDSGDS HLDGS LTD | 287,000 | $11.1B | 3.04% | |
| 9 | NFLXNETFLIX INC | 9,230 | $11.1B | 3.03% | |
| 10 | NVDANVIDIA CORPORATION | 52,000 | $9.7B | 2.66% | |
| 11 | VVISA INC | 28,400 | $9.7B | 2.66% | |
| 12 | ACVAACV AUCTIONS INC | 570,000 | $5.6B | 1.55% |