Selkirk Management Llc Portfolio Stock Holdings
Selkirk Management Llc disclosed 11 stock positions valued at approximately $294.2 million in its latest SEC 13F filing. The largest holdings include CARVANA CO, AMAZON COM INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $294.2M
Holdings by Sector
Selkirk Management Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 39.03% | 365,220 | - | - | $114,817,864 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 17.91% | 253,000 | - | - | $52,692,310 |
| META PLATFORMS INC | META | Communication Services | 8.70% | 44,750 | - | - | $25,602,818 |
| ALPHABET INC | GOOGL | Communication Services | 8.34% | 85,275 | - | - | $24,521,679 |
| APPLOVIN CORP | APP | Technology | 6.59% | 48,700 | +13,000 | +36.41% | $19,382,600 |
| ZILLOW GROUP INC | ZG | Communication Services | 5.15% | 365,800 | - | - | $15,140,462 |
| GDS HLDGS LTD | GDS | Technology | 3.93% | 287,000 | - | - | $11,563,230 |
| NVIDIA CORPORATION | NVDA | Technology | 3.08% | 52,000 | - | - | $9,068,800 |
| NETFLIX INC. | NFLX | Communication Services | 3.02% | 92,300 | - | - | $8,874,645 |
| FLUTTER ENTMT PLC | FLUT | Other | 2.97% | 85,776 | - | - | $8,744,864 |
| ACV AUCTIONS INC | ACVA | Consumer Cyclical | 1.28% | 887,000 | - | - | $3,760,880 |