Selkirk Management LLC_____
Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, AMZN, GOOGL, META, APP, and represent 88.42% of Selkirk Management's stock portfolio.
- Added to shares of these 6 stocks: CVNA (+$127M), MU (+$5.9M), SNDK, CRDO, Roundhill Memory Etf, NVDA.
- Started 4 new stock positions in SNDK, CRDO, Roundhill Memory Etf, MU.
- Reduced shares in these 8 stocks: ZG (-$15M), GDS (-$12M), ACVA (-$5.6M), AMZN, FLUT, APP, NFLX, GOOGL.
- Sold out of its positions in GDS, ZG.
- Selkirk Management was a net buyer of stock by $97M.
- Selkirk Management has $321M in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001565432
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Portfolio Holdings for Selkirk Management
Selkirk Management holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 47.2 | $152M | +530% | 2.3M | 65.82 |
|
| Amazon (AMZN) | 17.4 | $56M | -7% | 235k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $29M | -4% | 81k | 357.37 |
|
| Meta Platforms Cl A (META) | 7.9 | $25M | 45k | 563.29 |
|
|
| Applovin Corp Com Cl A (APP) | 6.9 | $22M | -11% | 43k | 515.23 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $11M | +9% | 57k | 200.09 |
|
| Micron Technology (MU) | 1.8 | $5.9M | NEW | 5.1k | 1154.29 |
|
| Flutter Entmt SHS (FLUT) | 1.5 | $4.9M | -43% | 48k | 102.17 |
|
| Netflix (NFLX) | 1.5 | $4.8M | -27% | 67k | 71.40 |
|
| Sandisk Corp (SNDK) | 1.4 | $4.4M | NEW | 2.0k | 2273.73 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $3.3M | NEW | 12k | 271.95 |
|
| Roundhill Etf Trust Memory Etf | 0.5 | $1.6M | NEW | 22k | 73.85 |
|
| Acv Auctions Com Cl A (ACVA) | 0.3 | $805k | -87% | 112k | 7.19 |
|
Past Filings by Selkirk Management
SEC 13F filings are viewable for Selkirk Management going back to 2012
- Selkirk Management 2026 Q2 filed Aug. 14, 2026
- 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