Selkirk Management LLC 13F Holdings

CIK 0001565432 · CHATHAM, NJ

As of Sep 30, 2025, Selkirk Management LLC reported 12 positions worth $364.8M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
CARVANA COCVNAConsumer Cyclical365,220 37.8M37.77%
AMAZON.COM INCAMZNEquity253,000$55.6M15.23%
META PLATFORMS INCMETACommunication Services44,750$32.9M9.01%
ZILLOW GROUP INCZGCommunication Services365,800$27.2M7.46%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical85,776$21.8M5.97%
APPLOVIN CORPAPPTechnology30,100$21.6M5.93%
ALPHABET INCGOOGLEquity85,275$20.7M5.68%
GDS HOLDINGS LTDGDSTechnology287,000 1.1M3.04%
NETFLIX INCNFLXCommunication Services9,230 1.1M3.03%
NVIDIA CORPNVDATechnology52,000$9.7M2.66%
VISA INC-CLASS A SHARESVFinancial Services28,400$9.7M2.66%
ACV AUCTIONS INCACVAConsumer Cyclical570,000$5.6M1.55%