Institutional Manager · CIK 0001565432
Selkirk Management LLC
Chatham, NJ · File #028-15127
Latest AUM
$378.1M
Positions
12
Top-10 Concentration
96.4%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +83,070 | +$7.8M | -$10.2M |
| ADD | APPLOVIN CORP | APP | +5,600 | +$3.8M | -$1.3M |
| REDUCE | VISA INC | V | -10,100 | -$3.5M | +$264,972 |
| ADD | ACV AUCTIONS INC | ACVA | +317,000 | +$2.5M | -$1.1M |
| REDUCE | ALPHABET INC | GOOG | 0 | $0 | +$6.0M |
| REDUCE | AMAZON COM INC | AMZN | 0 | $0 | +$2.8M |
| REDUCE | CARVANA CO | CVNA | 0 | $0 | +$16.4M |
| REDUCE | FLUTTER ENTMT PLC | G3643J108 | 0 | $0 | -$3.3M |
| REDUCE | GDS HLDGS LTD | GDHLF | 0 | $0 | -$1.1M |
| REDUCE | META PLATFORMS INC | META | 0 | $0 | -$3.3M |
Sector Allocation
Filing History
- 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
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% |