Selkirk Management LLC — 13F Holdings & Portfolio
CIK 1565432 · latest 13F-HR filed 2026-05-14
Selkirk Management LLC manages $294.2M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (39.03%), AMZN (17.91%), META (8.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 1, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$294.2M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −1 / ↑1 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CARVANA CO-$39.3M -25.5%
- ZILLOW GROUP INC-$9.8M -39.3%
- FLUTTER ENTMT PLC-$9.7M -52.6%
- AMAZON COM INC-$5.7M -9.8%
- APPLOVIN CORP-$4.7M -19.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 146869102 | $114.8M | 39.03% | 365,220 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $52.7M | 17.91% | 253,000 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $25.6M | 8.70% | 44,750 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $24.5M | 8.34% | 85,275 | SH |
| 5 | APPLOVIN CORP | APP | 03831W108 | $19.4M | 6.59% | 48,700 | SH |
| 6 | ZILLOW GROUP INC | ZG | 98954M101 | $15.1M | 5.15% | 365,800 | SH |
| 7 | GDS HLDGS LTD | GDS | 36165L108 | $11.6M | 3.93% | 287,000 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.1M | 3.08% | 52,000 | SH |
| 9 | NETFLIX INC. | NFLX | 64110L106 | $8.9M | 3.02% | 92,300 | SH |
| 10 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $8.7M | 2.97% | 85,776 | SH |
| 11 | ACV AUCTIONS INC | ACVA | 00091G104 | $3.8M | 1.28% | 887,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $294.2M | 11 | 0001172661-26-001899 |
| 2025-12-31 | 2026-02-17 | $378.1M | 12 | 0001172661-26-000860 |
| 2025-09-30 | 2025-11-13 | $364.8M | 12 | 0001172661-25-004752 |