Selkirk Management LLC
- SEC CIK
- 0001565432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- +2 vs. Q1 2026
- Portfolio value
- $288.1M
- −$6.12M (−2.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,801,100 | $118.5M | 41.2% | −25,000−1.4% | ReducedConverted for a 5-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 234,500 | $55.9M | 19.4% | −18,500−7.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 81,275 | $29.0M | 10.1% | −4,000−4.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 44,750 | $25.2M | 8.8% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 43,100 | $22.2M | 7.7% | −5,600−11.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 57,000 | $11.4M | 4.0% | +5,000+9.6% | Added | History |
| MUMicron Technology Inc | Stock | 5,100 | $5.89M | 2.0% | +5,100 | New | History |
| FLUTFlutter Entertainment plc | SHS | 48,276 | $4.93M | 1.7% | −37,500−43.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 67,300 | $4.81M | 1.7% | −25,000−27.1% | Reduced | History |
| SNDKSandisk Corp | COM | 1,950 | $4.43M | 1.5% | +1,950 | New | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 12,000 | $3.26M | 1.1% | +12,000 | New | History |
| Roundhill ETF Trust77926X320 | MEMORY ETF | 22,000 | $1.62M | 0.6% | +22,000 | New | – |
| ACVAACV Auctions Inc. | COM CL A | 112,000 | $805.3K | 0.3% | −775,000−87.4% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| CVNACarvana Co. | CL A | $32.9M | – |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.