Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 14
- 0 vs. Q1 2025
- Portfolio value
- $338.2M
- +$77.6M (+29.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 365,220 | $123.1M | 36.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 253,000 | $55.5M | 16.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 44,750 | $33.0M | 9.8% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 365,800 | $25.1M | 7.4% | 00.0% | Unchanged | History |
| FLUTFlutter Entertainment plc | SHS | 85,776 | $24.5M | 7.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 85,275 | $15.0M | 4.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9,230 | $12.4M | 3.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 28,400 | $10.1M | 3.0% | 00.0% | Unchanged | History |
| ACVAACV Auctions Inc. | COM CL A | 570,000 | $9.25M | 2.7% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 287,000 | $8.77M | 2.6% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 52,000 | $8.22M | 2.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 27,000 | $7.36M | 2.2% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 68,267 | $3.09M | 0.9% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 8,100 | $2.84M | 0.8% | +8,100 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.