Selkirk Management as of June 30, 2026
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 | 2.3M | 65.82 | |
| Amazon (AMZN) | 17.4 | $56M | 235k | 238.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $29M | 81k | 357.37 | |
| Meta Platforms Cl A (META) | 7.9 | $25M | 45k | 563.29 | |
| Applovin Corp Com Cl A (APP) | 6.9 | $22M | 43k | 515.23 | |
| NVIDIA Corporation (NVDA) | 3.6 | $11M | 57k | 200.09 | |
| Micron Technology (MU) | 1.8 | $5.9M | 5.1k | 1154.29 | |
| Flutter Entmt SHS (FLUT) | 1.5 | $4.9M | 48k | 102.17 | |
| Netflix (NFLX) | 1.5 | $4.8M | 67k | 71.40 | |
| Sandisk Corp (SNDK) | 1.4 | $4.4M | 2.0k | 2273.73 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $3.3M | 12k | 271.95 | |
| Roundhill Etf Trust Memory Etf | 0.5 | $1.6M | 22k | 73.85 | |
| Acv Auctions Com Cl A (ACVA) | 0.3 | $805k | 112k | 7.19 |
