Selkirk Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Selkirk Management Llc disclosed 13 stock positions valued at approximately $288.05M as of quarter-end June 30, 2026. The largest holdings include CARVANA CO, AMAZON COM INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $288.05M
Holdings by Sector
Selkirk Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 41.15% | 1,801,100 | +1,435,880 | +393.15% | $118,548,402 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 19.40% | 234,500 | -18,500 | -7.31% | $55,890,730 |
| ALPHABET INC | GOOGL | Communication Services | 10.08% | 81,275 | -4,000 | -4.69% | $29,045,247 |
| META PLATFORMS INC | META | Communication Services | 8.75% | 44,750 | - | - | $25,207,228 |
| APPLOVIN CORP | APP | Technology | 7.71% | 43,100 | -5,600 | -11.50% | $22,206,413 |
| NVIDIA CORPORATION | NVDA | Technology | 3.96% | 57,000 | +5,000 | +9.62% | $11,405,130 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.04% | 5,100 | +5,100 | +100.00% | $5,886,879 |
| FLUTTER ENTMT PLC | FLUT | Other | 1.71% | 48,276 | -37,500 | -43.72% | $4,932,360 |
| NETFLIX INC. | NFLX | Communication Services | 1.67% | 67,300 | -25,000 | -27.09% | $4,805,220 |
| SANDISK CORP | SNDK | Other | 1.54% | 1,950 | +1,950 | +100.00% | $4,433,774 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.13% | 12,000 | +12,000 | +100.00% | $3,263,400 |
| ROUNDHILL ETF TRUST | DRAM | Other | 0.56% | 22,000 | +22,000 | +100.00% | $1,624,700 |
| ACV AUCTIONS INC | ACVA | Consumer Cyclical | 0.28% | 112,000 | -775,000 | -87.37% | $805,280 |
Showing 13 of 13 holdings in the latest reporting period.
Selkirk Management Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | CVNA | Carvana Co. | PUT | 500,000 | $32,910,000 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.