13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003276
Total Value
$338.2M
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $123.1M | 36.39% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $55.5M | 16.41% |
| 3 | META PLATFORMS INC | META | 44,750 | $33.0M | 9.77% |
| 4 | ZILLOW GROUP INC | Z | 365,800 | $25.1M | 7.41% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 85,776 | $24.5M | 7.25% |
| 6 | ALPHABET INC | GOOG | 85,275 | $15.0M | 4.44% |
| 7 | NETFLIX INC | NFLX | 9,230 | $12.4M | 3.66% |
| 8 | VISA INC | V | 28,400 | $10.1M | 2.98% |
| 9 | ACV AUCTIONS INC | ACVA | 570,000 | $9.2M | 2.73% |
| 10 | GDS HLDGS LTD | GDHLF | 287,000 | $8.8M | 2.59% |
| 11 | NVIDIA CORPORATION | NVDA | 52,000 | $8.2M | 2.43% |
| 12 | SALESFORCE INC | CRM | 27,000 | $7.4M | 2.18% |
| 13 | MAPLEBEAR INC | CART | 68,267 | $3.1M | 0.91% |
| 14 | APPLOVIN CORP | APP | 8,100 | $2.8M | 0.84% |