Q1 2026 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001899
$294.2M
Reported value
11
Positions
2026-03-31
Period end
The Brief · Selkirk Management LLC · Q1 2026
AI · grounded in 13F
Selkirk Management LLC closed its entire position in V, reducing its holdings by $6.4M. The fund also increased its stake in APP by 36.4%. These moves occurred as the fund managed a total AUM of $294.2M across 11 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $114.8M | 39.0% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $52.7M | 17.9% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $25.6M | 8.70% | 44,750 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $24.5M | 8.34% | 85,275 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $19.4M | 6.59% | 48,700 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $15.1M | 5.15% | 365,800 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $11.6M | 3.93% | 287,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.1M | 3.08% | 52,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $8.9M | 3.02% | 92,300 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $8.7M | 2.97% | 85,776 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $3.8M | 1.28% | 887,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.