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, APP, and represent 80.57% of Selkirk Management's stock portfolio.
- Added to shares of these 1 stock: APP (+$5.2M).
- Reduced shares in these 1 stock: .
- Sold out of its position in V.
- Selkirk Management was a net seller of stock by $-1.2M.
- Selkirk Management has $294M in assets under management (AUM), dropping by -22.20%.
- Central Index Key (CIK): 0001565432
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Portfolio Holdings for Selkirk Management
Selkirk Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 39.0 | $115M | 365k | 314.38 |
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| Amazon (AMZN) | 17.9 | $53M | 253k | 208.27 |
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| Meta Platforms Cl A (META) | 8.7 | $26M | 45k | 572.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $25M | 85k | 287.56 |
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| Applovin Corp Com Cl A (APP) | 6.6 | $19M | +36% | 49k | 398.00 |
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| Zillow Group Cl A (ZG) | 5.1 | $15M | 366k | 41.39 |
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| GDS HLDGS Sponsored Ads (GDS) | 3.9 | $12M | 287k | 40.29 |
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| NVIDIA Corporation (NVDA) | 3.1 | $9.1M | 52k | 174.40 |
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| Netflix (NFLX) | 3.0 | $8.9M | 92k | 96.15 |
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| Flutter Entmt SHS (FLUT) | 3.0 | $8.7M | 86k | 101.95 |
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| Acv Auctions Com Cl A (ACVA) | 1.3 | $3.8M | 887k | 4.24 |
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Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- Selkirk Management 2026 Q1 filed May 14, 2026
- 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