Selkirk Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$294.2M
Q ending 2026-03-31
Prior quarter
$378.1M
Q ending 2025-12-31
Change
-22.2% QoQ · +12.9% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carvana Co | CVNA | Shares | $114.8M | 365K |
| Amazon Com Inc | AMZN | Shares | $52.7M | 253K |
| Meta Platforms Inc | META | Shares | $25.6M | 45K |
| Alphabet Inc | GOOGL | Shares | $24.5M | 85K |
| Applovin Corp | APP | Shares | $19.4M | 49K |
| Zillow Group Inc | ZG | Shares | $15.1M | 366K |
| Gds Hldgs Ltd | GDS | Shares | $11.6M | 287K |
| Nvidia Corporation | NVDA | Shares | $9.1M | 52K |
| Netflix Inc. | NFLX | Shares | $8.9M | 92K |
| Flutter Entmt Plc | Shares | $8.7M | 86K | |
| Acv Auctions Inc | ACVA | Shares | $3.8M | 887K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.