Selkirk Management as of Dec. 31, 2025
Portfolio Holdings for Selkirk Management
Selkirk Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 40.8 | $154M | 365k | 422.02 | |
| Amazon (AMZN) | 15.4 | $58M | 253k | 230.82 | |
| Meta Platforms Cl A (META) | 7.8 | $30M | 45k | 660.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $27M | 85k | 313.00 | |
| Zillow Group Cl A (ZG) | 6.6 | $25M | 366k | 68.23 | |
| Applovin Corp Com Cl A (APP) | 6.4 | $24M | 36k | 673.82 | |
| Flutter Entmt SHS (FLUT) | 4.9 | $18M | 86k | 215.04 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.6 | $10M | 287k | 34.90 | |
| NVIDIA Corporation (NVDA) | 2.6 | $9.7M | 52k | 186.50 | |
| Netflix (NFLX) | 2.3 | $8.7M | 92k | 93.76 | |
| Acv Auctions Com Cl A (ACVA) | 1.9 | $7.1M | 887k | 8.02 | |
| Visa Com Cl A (V) | 1.7 | $6.4M | 18k | 350.71 |
