Selkirk Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$378.1M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | 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% | |
| 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% | |
| 11 | ACVAACV AUCTIONS INC | 887,000 | $7.1M | 1.88% | |
| 12 | VVISA INC | 18,300 | $6.4M | 1.70% |