Selkirk Management LLC — 13F Holdings & Portfolio
CIK 1565432 · latest 13F-HR filed 2026-08-14
Selkirk Management LLC manages $321.0M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CVNA (36.94%), AMZN (17.41%), CVNA (10.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 2, added to 4, and trimmed 3.
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.
SUITE 202
CHATHAM, NJ 07928
$321.0M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-14
+4 / −2 / ↑4 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$4.5M +18.4%
- AMAZON COM INC$3.2M +6.1%
- APPLOVIN CORP$2.8M +14.6%
- NVIDIA CORPORATION$2.3M +25.8%
Top Trims
- NETFLIX INC.-$4.1M -45.9%
- FLUTTER ENTMT PLC-$3.8M -43.6%
- ACV AUCTIONS INC-$3.0M -78.6%
New Positions
- MICRON TECHNOLOGY INC$5.9M
- SANDISK CORP$4.4M
- CREDO TECHNOLOGY GROUP HOLDI$3.3M
- ROUNDHILL ETF TRUST$1.6M
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 | $118.5M | 36.94% | 1,801,100 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $55.9M | 17.41% | 234,500 | SH |
| 3 | CARVANA CO Put | CVNA | 146869102 | $32.9M | 10.25% | 500,000 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $29.0M | 9.05% | 81,275 | SH |
| 5 | META PLATFORMS INC | META | 30303M102 | $25.2M | 7.85% | 44,750 | SH |
| 6 | APPLOVIN CORP | APP | 03831W108 | $22.2M | 6.92% | 43,100 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.4M | 3.55% | 57,000 | SH |
| 8 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.9M | 1.83% | 5,100 | SH |
| 9 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $4.9M | 1.54% | 48,276 | SH |
| 10 | NETFLIX INC. | NFLX | 64110L106 | $4.8M | 1.50% | 67,300 | SH |
| 11 | SANDISK CORP | SNDK | 80004C200 | $4.4M | 1.38% | 1,950 | SH |
| 12 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $3.3M | 1.02% | 12,000 | SH |
| 13 | ROUNDHILL ETF TRUST | DRAM | 77926X320 | $1.6M | 0.51% | 22,000 | SH |
| 14 | ACV AUCTIONS INC | ACVA | 00091G104 | $805.3K | 0.25% | 112,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $321.0M | 14 | 0001172661-26-003454 |
| 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 |