Institutions / Selkirk Management LLC
Selkirk Management LLC
CIK 1565432 · Institution · as of Dec 31, 2025
Portfolio value
$378.12M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $154.13M | 40.8% |
| Amazon.com Inc | $58.40M | 15.4% |
| Meta Platforms Inc | $29.54M | 7.8% |
| Alphabet Inc. | $26.69M | 7.1% |
| Zillow Group, Inc. | $24.96M | 6.6% |
| AppLovin Corp | $24.06M | 6.4% |
| Flutter Entertainment plc | $18.45M | 4.9% |
| GDS Holdings LtdGDS | $10.02M | 2.6% |
| NVIDIA Corp | $9.70M | 2.6% |
| Netflix Inc | $8.65M | 2.3% |
| ACV Auctions Inc. | $7.11M | 1.9% |
| Visa Inc | $6.42M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.