13F HOLDINGS REPORT
Selkirk Management LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001172661-25-004752
Total Value
$364.8M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $137.8M | 37.77% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $55.6M | 15.23% |
| 3 | META PLATFORMS INC | META | 44,750 | $32.9M | 9.01% |
| 4 | ZILLOW GROUP INC | Z | 365,800 | $27.2M | 7.46% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 85,776 | $21.8M | 5.97% |
| 6 | APPLOVIN CORP | APP | 30,100 | $21.6M | 5.93% |
| 7 | ALPHABET INC | GOOG | 85,275 | $20.7M | 5.68% |
| 8 | GDS HLDGS LTD | GDHLF | 287,000 | $11.1M | 3.04% |
| 9 | NETFLIX INC | NFLX | 9,230 | $11.1M | 3.03% |
| 10 | NVIDIA CORPORATION | NVDA | 52,000 | $9.7M | 2.66% |
| 11 | VISA INC | V | 28,400 | $9.7M | 2.66% |
| 12 | ACV AUCTIONS INC | ACVA | 570,000 | $5.6M | 1.55% |