Institutional Manager · CIK 0001565432
Selkirk Management LLC
Chatham, NJ · File #028-15127
Latest AUM
$378.1M
Positions
12
Top-10 Concentration
96.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $378.1M
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $364.8M
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $338.2M
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $260.6M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $278.5M
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $244.7M
- 13F HOLDINGS REPORTQ/E Jun 202416 pos · $213.3M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $194.9M
- 13F HOLDINGS REPORTQ/E Dec 202316 pos · $134.4M
- 13F HOLDINGS REPORTQ/E Sep 202316 pos · $128.3M
- 13F HOLDINGS REPORTQ/E Jun 202313 pos · $84.8M
- 13F HOLDINGS REPORTQ/E Mar 202312 pos · $73.7M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 365,220 | $154.1M | 40.76% |
| 2 | AMAZON COM INC | AMZN | 253,000 | $58.4M | 15.44% |
| 3 | META PLATFORMS INC | META | 44,750 | $29.5M | 7.81% |
| 4 | ALPHABET INC | GOOG | 85,275 | $26.7M | 7.06% |
| 5 | ZILLOW GROUP INC | Z | 365,800 | $25.0M | 6.60% |
| 6 | APPLOVIN CORP | APP | 35,700 | $24.1M | 6.36% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 85,776 | $18.4M | 4.88% |
| 8 | GDS HLDGS LTD | GDHLF | 287,000 | $10.0M | 2.65% |
| 9 | NVIDIA CORPORATION | NVDA | 52,000 | $9.7M | 2.56% |
| 10 | NETFLIX INC | NFLX | 92,300 | $8.7M | 2.29% |
| 11 | ACV AUCTIONS INC | ACVA | 887,000 | $7.1M | 1.88% |
| 12 | VISA INC | V | 18,300 | $6.4M | 1.70% |