Selkirk Management LLC
13F Reported Value
ⓘ$294.2M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Selkirk Management LLC disclosed 11 positions worth $294.2M in its Form 13F-HR for Q1 2026, led by $CVNA (CARVANA CO.) at 39.0% of the equity portfolio, followed by $AMZN and $META. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $V. The portfolio is most concentrated in Consumer Discretionary (56.9% of disclosed assets). All figures are sourced directly from Selkirk Management LLC’s Form 13F-HR filing with the SEC under CIK 1565432.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 69.2#378
Quality
$114.8M365,220 sh - 74.6#152
Quality
$52.7M253,000 sh - 80.9#35
Quality
$25.6M44,750 sh - 80.2
Quality
$24.5M85,275 sh - 86.8
Quality
$19.4M48,700 sh - 57.3
Quality
$15.1M365,800 sh - —
Quality
$11.6M287,000 sh - 90.2
Quality
$9.1M52,000 sh - 86.7
Quality
$8.9M92,300 sh - —
Quality
$8.7M85,776 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 69.2#378 | $114.8M | 365,220 |
 AMAZON COM INC$AMZN | 74.6#152 | $52.7M | 253,000 |
 Meta Platforms, Inc.$META | 80.9#35 | $25.6M | 44,750 |
 Alphabet Inc.$GOOG | 80.2 | $24.5M | 85,275 |
 AppLovin Corp$APP | 86.8 | $19.4M | 48,700 |
 ZILLOW GROUP, INC.$ZG | 57.3 | $15.1M | 365,800 |
 GDS Holdings Ltd$GDS | — | $11.6M | 287,000 |
 NVIDIA CORP$NVDA | 90.2 | $9.1M | 52,000 |
 NETFLIX INC$NFLX | 86.7 | $8.9M | 92,300 |
 Flutter Entertainment plc$FLUT | — | $8.7M | 85,776 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Selkirk Management LLC's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Consumer Discretionary
$167.5M
Technology
$98.9M
Industrials
$18.9M
Communication Services
$8.9M
Full Holdings — Selkirk Management LLC (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CVNA | CARVANA CO. | $114.8M | 39.0% | +0% | 69.2 |
| 2 | $AMZN | AMAZON COM INC | $52.7M | 17.9% | +0% | 74.6 |
| 3 | $META | Meta Platforms, Inc. | $25.6M | 8.7% | +0% | 80.9 |
| 4 | $GOOG | Alphabet Inc. | $24.5M | 8.3% | +0% | 80.2 |
| 5 | $APP | AppLovin Corp | $19.4M | 6.6% | +36% | 86.8 |
| 6 | $ZG | ZILLOW GROUP, INC. | $15.1M | 5.2% | +0% | 57.3 |
| 7 | $GDS | GDS Holdings Ltd | $11.6M | 3.9% | +0% | — |
| 8 | $NVDA | NVIDIA CORP | $9.1M | 3.1% | +0% | 90.2 |
| 9 | $NFLX | NETFLIX INC | $8.9M | 3.0% | +0% | 86.7 |
| 10 | $FLUT | Flutter Entertainment plc | $8.7M | 3.0% | +0% | — |
| 11 |  $ACVA | ACV Auctions Inc. | $3.8M | 1.3% | +0% | 51.5 |
Exited Positions (1)
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