§ 13F · FUND PROFILE
Selkirk Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $365M (13F)Positions · 12Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 365K | $115M | 39.0% | ±0% |
| 2 | AMZN | AMAZON COM INC | 253K | $53M | 17.9% | ±0% |
| 3 | META | META PLATFORMS INC | 45K | $26M | 8.7% | ±0% |
| 4 | GOOGL | ALPHABET INC | 85K | $25M | 8.3% | ±0% |
| 5 | APP | APPLOVIN CORP | 49K | $19M | 6.6% | +36% |
| 6 | ZG | ZILLOW GROUP INC | 366K | $15M | 5.1% | ±0% |
| 7 | GDS | GDS HLDGS LTD | 287K | $12M | 3.9% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 52K | $9M | 3.1% | ±0% |
| 9 | NFLX | NETFLIX INC. | 92K | $9M | 3.0% | ±0% |
| 10 | FLUT | FLUTTER ENTMT PLC | 86K | $9M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELKIRK SIGNAL
AC read
Selkirk Management LLC is a Other fund managing $365 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed