Selkirk Management LLC 13F Holdings · Q2 2026
Selkirk Management LLC reported 13 securities worth $320.96M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (47.19%), AMZN (17.41%), GOOGL (9.05%). Among its top 25 positions this quarter: 4 new, 2 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $151.5M | 47.19% | 2.3M | Added |
| 2 | AMZN | AMAZON COM INC | $55.9M | 17.41% | 234,500 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $29.0M | 9.05% | 81,275 | Trimmed |
| 4 | META | META PLATFORMS INC | $25.2M | 7.85% | 44,750 | Hold |
| 5 | APP | APPLOVIN CORP | $22.2M | 6.92% | 43,100 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $11.4M | 3.55% | 57,000 | Added |
| 7 | MU | MICRON TECHNOLOGY INC | $5.9M | 1.83% | 5,100 | New |
| 8 | FLUT | FLUTTER ENTMT PLC | $4.9M | 1.54% | 48,276 | Trimmed |
| 9 | NFLX | NETFLIX INC. | $4.8M | 1.50% | 67,300 | Trimmed |
| 10 | SNDK | SANDISK CORP | $4.4M | 1.38% | 1,950 | New |
| 11 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.3M | 1.02% | 12,000 | New |
| 12 | DRAM | ROUNDHILL ETF TRUST | $1.6M | 0.51% | 22,000 | New |
| 13 | ACVA | ACV AUCTIONS INC | $805,280 | 0.25% | 112,000 | Trimmed |
| 14 | GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 15 | ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR