Selkirk Management as of March 31, 2026
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 | |
| Amazon (AMZN) | 17.9 | $53M | 253k | 208.27 | |
| Meta Platforms Cl A (META) | 8.7 | $26M | 45k | 572.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $25M | 85k | 287.56 | |
| Applovin Corp Com Cl A (APP) | 6.6 | $19M | 49k | 398.00 | |
| Zillow Group Cl A (ZG) | 5.1 | $15M | 366k | 41.39 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.9 | $12M | 287k | 40.29 | |
| NVIDIA Corporation (NVDA) | 3.1 | $9.1M | 52k | 174.40 | |
| Netflix (NFLX) | 3.0 | $8.9M | 92k | 96.15 | |
| Flutter Entmt SHS (FLUT) | 3.0 | $8.7M | 86k | 101.95 | |
| Acv Auctions Com Cl A (ACVA) | 1.3 | $3.8M | 887k | 4.24 |
