Selkirk Management LLC_____
Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, AMZN, META, GOOGL, ZG, and represent 77.68% of Selkirk Management's stock portfolio.
- Added to shares of these 3 stocks: NFLX (+$7.8M), APP, ACVA.
- Reduced shares in these 1 stock: V.
- Selkirk Management was a net buyer of stock by $11M.
- Selkirk Management has $378M in assets under management (AUM), dropping by 3.65%.
- Central Index Key (CIK): 0001565432
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Portfolio Holdings for Selkirk Management
Selkirk Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 40.8 | $154M | 365k | 422.02 |
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| Amazon (AMZN) | 15.4 | $58M | 253k | 230.82 |
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| Meta Platforms Cl A (META) | 7.8 | $30M | 45k | 660.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $27M | 85k | 313.00 |
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| Zillow Group Cl A (ZG) | 6.6 | $25M | 366k | 68.23 |
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| Applovin Corp Com Cl A (APP) | 6.4 | $24M | +18% | 36k | 673.82 |
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| Flutter Entmt SHS (FLUT) | 4.9 | $18M | 86k | 215.04 |
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| GDS HLDGS Sponsored Ads (GDS) | 2.6 | $10M | 287k | 34.90 |
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| NVIDIA Corporation (NVDA) | 2.6 | $9.7M | 52k | 186.50 |
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| Netflix (NFLX) | 2.3 | $8.7M | +900% | 92k | 93.76 |
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| Acv Auctions Com Cl A (ACVA) | 1.9 | $7.1M | +55% | 887k | 8.02 |
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| Visa Com Cl A (V) | 1.7 | $6.4M | -35% | 18k | 350.71 |
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Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- Selkirk Management 2025 Q4 filed Feb. 17, 2026
- Selkirk Management 2025 Q3 filed Nov. 13, 2025
- Selkirk Management 2025 Q2 filed Aug. 14, 2025
- Selkirk Management 2025 Q1 filed May 15, 2025
- Selkirk Management 2024 Q4 filed Feb. 14, 2025
- Selkirk Management 2024 Q3 filed Nov. 14, 2024
- Selkirk Management 2024 Q2 filed Aug. 14, 2024
- Selkirk Management 2024 Q1 filed May 15, 2024
- Selkirk Management 2023 Q4 filed Feb. 14, 2024
- Selkirk Management 2023 Q3 filed Nov. 14, 2023
- Selkirk Management 2023 Q2 filed Aug. 14, 2023
- Selkirk Management 2023 Q1 filed May 15, 2023
- Selkirk Management 2022 Q4 filed Feb. 14, 2023
- Selkirk Management 2022 Q3 filed Nov. 14, 2022
- Selkirk Management 2022 Q2 filed Aug. 15, 2022
- Selkirk Management 2022 Q1 filed May 13, 2022