Selkirk Management as of June 30, 2025
Portfolio Holdings for Selkirk Management
Selkirk Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 36.4 | $123M | 365k | 336.96 | |
| Amazon (AMZN) | 16.4 | $56M | 253k | 219.39 | |
| Meta Platforms Cl A (META) | 9.8 | $33M | 45k | 738.09 | |
| Zillow Group Cl A (ZG) | 7.4 | $25M | 366k | 68.49 | |
| Flutter Entmt SHS (FLUT) | 7.2 | $25M | 86k | 285.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $15M | 85k | 176.23 | |
| Netflix (NFLX) | 3.7 | $12M | 9.2k | 1339.13 | |
| Visa Com Cl A (V) | 3.0 | $10M | 28k | 355.05 | |
| Acv Auctions Com Cl A (ACVA) | 2.7 | $9.2M | 570k | 16.22 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.6 | $8.8M | 287k | 30.57 | |
| NVIDIA Corporation (NVDA) | 2.4 | $8.2M | 52k | 157.99 | |
| salesforce (CRM) | 2.2 | $7.4M | 27k | 272.69 | |
| Maplebear (CART) | 0.9 | $3.1M | 68k | 45.24 | |
| Applovin Corp Com Cl A (APP) | 0.8 | $2.8M | 8.1k | 350.08 |
