Selkirk Management as of Sept. 30, 2025
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 | |
| Amazon (AMZN) | 15.2 | $56M | 253k | 219.57 | |
| Meta Platforms Cl A (META) | 9.0 | $33M | 45k | 734.38 | |
| Zillow Group Cl A (ZG) | 7.5 | $27M | 366k | 74.44 | |
| Flutter Entmt SHS (FLUT) | 6.0 | $22M | 86k | 254.00 | |
| Applovin Corp Com Cl A (APP) | 5.9 | $22M | 30k | 718.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $21M | 85k | 243.10 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $11M | 287k | 38.70 | |
| Netflix (NFLX) | 3.0 | $11M | 9.2k | 1198.92 | |
| NVIDIA Corporation (NVDA) | 2.7 | $9.7M | 52k | 186.58 | |
| Visa Com Cl A (V) | 2.7 | $9.7M | 28k | 341.38 | |
| Acv Auctions Com Cl A (ACVA) | 1.5 | $5.6M | 570k | 9.91 |
