Selkirk Management LLC
Net seller this quarter
$321M
13
-$25.4M
88.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $119M | 36.94% | Not reported | -1.4% | Q3 2018 |
 AMZN | $55.9M | 17.41% | 0.00% | -7.3% | Q2 2013 |
 GOOGL | $29M | 9.05% | 0.00% | -4.7% | Q4 2019 |
 META | $25.2M | 7.85% | Not reported | Not reported | Q4 2016 |
 APP | $22.2M | 6.92% | 0.01% | -11.5% | Q2 2025 |
 NVDA | $11.4M | 3.55% | 0.00% | +9.6% | Q2 2023 |
 MU | $5.89M | 1.83% | 0.00% | New | Q2 2026 |
 FLUT | $4.93M | 1.54% | 0.03% | -43.7% | Q1 2024 |
 NFLX | $4.81M | 1.50% | 0.00% | -27.1% | Q4 2019 |
 SNDK | $4.43M | 1.38% | 0.00% | New | Q2 2026 |
 CRDO | $3.26M | 1.02% | 0.01% | New | Q2 2026 |
 DRAM | $1.62M | 0.51% | Not reported | New | Q2 2026 |
 ACVA | $805K | 0.25% | 0.07% | -87.4% | Q1 2023 |
| Q1 2026 | |||||
| CVNA | $115M | 39.03% | Not reported | Not reported | Q3 2018 |
| AMZN | $52.7M | 17.91% | 0.00% | Not reported | Q2 2013 |
| META | $25.6M | 8.70% | Not reported | Not reported | Q4 2016 |
| GOOGL | $24.5M | 8.34% | 0.00% | Not reported | Q4 2019 |
| APP | $19.4M | 6.59% | 0.01% | +36.4% | Q2 2025 |
 ZG | $15.1M | 5.15% | Not reported | Not reported | Q3 2015 |
 GDS | $11.6M | 3.93% | 0.03% | Not reported | Q2 2020 |
| NVDA | $9.07M | 3.08% | 0.00% | Not reported | Q2 2023 |
| NFLX | $8.87M | 3.02% | 0.00% | Not reported | Q4 2019 |
| FLUT | $8.74M | 2.97% | 0.05% | Not reported | Q1 2024 |
| ACVA | $3.76M | 1.28% | 0.51% | Not reported | Q1 2023 |
| Q4 2025 | |||||
| CVNA | $154M | 40.76% | Not reported | Not reported | Q3 2018 |
| AMZN | $58.4M | 15.44% | 0.00% | Not reported | Q2 2013 |
| META | $29.5M | 7.81% | Not reported | Not reported | Q4 2016 |
| GOOGL | $26.7M | 7.06% | 0.00% | Not reported | Q4 2019 |
| ZG | $25M | 6.60% | Not reported | Not reported | Q3 2015 |
| APP | $24.1M | 6.36% | 0.01% | +18.6% | Q2 2025 |
| FLUT | $18.4M | 4.88% | 0.05% | Not reported | Q1 2024 |
| GDS | $10M | 2.65% | 0.03% | Not reported | Q2 2020 |
| NVDA | $9.7M | 2.56% | 0.00% | Not reported | Q2 2023 |
| NFLX | $8.65M | 2.29% | 0.00% | Not reported | Q4 2019 |
| ACVA | $7.11M | 1.88% | 0.51% | +55.6% | Q1 2023 |
 V | $6.42M | 1.70% | 0.00% | -35.6% | Q2 2013 |
| Q3 2025 | |||||
| CVNA | $138M | 37.77% | Not reported | Not reported | Q3 2018 |
| AMZN | $55.6M | 15.23% | 0.00% | Not reported | Q2 2013 |
| META | $32.9M | 9.01% | Not reported | Not reported | Q4 2016 |
| ZG | $27.2M | 7.46% | Not reported | Not reported | Q3 2015 |
| FLUT | $21.8M | 5.97% | 0.05% | Not reported | Q1 2024 |
| APP | $21.6M | 5.93% | 0.01% | +271.6% | Q2 2025 |
| GOOGL | $20.7M | 5.68% | 0.00% | Not reported | Q4 2019 |
| GDS | $11.1M | 3.04% | 0.03% | Not reported | Q2 2020 |
| NFLX | $11.1M | 3.03% | 0.00% | Not reported | Q4 2019 |
| NVDA | $9.7M | 2.66% | 0.00% | Not reported | Q2 2023 |
| V | $9.7M | 2.66% | 0.00% | Not reported | Q2 2013 |
| ACVA | $5.65M | 1.55% | 0.33% | Not reported | Q1 2023 |