Selkirk Management LLC_____
Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, AMZN, META, ZG, FLUT, and represent 75.44% of Selkirk Management's stock portfolio.
- Added to shares of these 1 stock: APP (+$16M).
- Reduced shares in these 2 stocks: , CART.
- Sold out of its positions in CART, CRM.
- Selkirk Management was a net buyer of stock by $5.4M.
- Selkirk Management has $365M in assets under management (AUM), dropping by 7.87%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 37.8 | $138M | 365k | 377.24 |
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| Amazon (AMZN) | 15.2 | $56M | 253k | 219.57 |
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| Meta Platforms Cl A (META) | 9.0 | $33M | 45k | 734.38 |
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| Zillow Group Cl A (ZG) | 7.5 | $27M | 366k | 74.44 |
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| Flutter Entmt SHS (FLUT) | 6.0 | $22M | 86k | 254.00 |
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| Applovin Corp Com Cl A (APP) | 5.9 | $22M | +271% | 30k | 718.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $21M | 85k | 243.10 |
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| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $11M | 287k | 38.70 |
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| Netflix (NFLX) | 3.0 | $11M | 9.2k | 1198.92 |
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| NVIDIA Corporation (NVDA) | 2.7 | $9.7M | 52k | 186.58 |
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| Visa Com Cl A (V) | 2.7 | $9.7M | 28k | 341.38 |
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| Acv Auctions Com Cl A (ACVA) | 1.5 | $5.6M | 570k | 9.91 |
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Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- 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
- Selkirk Management 2021 Q4 filed Feb. 14, 2022