§ 13F · FUND PROFILE
Selkirk Management LLC.
AUM · $321M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 1.80M | $119M | 36.9% | +530% |
| 2 | AMZN | AMAZON COM INC | 235K | $56M | 17.4% | −7% |
| 3 | CVNA | CARVANA CO | 500K | $33M | 10.3% | — |
| 4 | GOOGL | ALPHABET INC | 81K | $29M | 9.0% | −5% |
| 5 | META | META PLATFORMS INC | 45K | $25M | 7.9% | ±0% |
| 6 | APP | APPLOVIN CORP | 43K | $22M | 6.9% | −11% |
| 7 | NVDA | NVIDIA CORPORATION | 57K | $11M | 3.6% | +10% |
| 8 | MU | MICRON TECHNOLOGY INC | 5K | $6M | 1.8% | NEW |
| 9 | FLUT | FLUTTER ENTMT PLC | 48K | $5M | 1.5% | −44% |
| 10 | NFLX | NETFLIX INC. | 67K | $5M | 1.5% | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELKIRK SIGNAL
AC read
Selkirk Management LLC is a Other fund managing $321 million in assets. The fund runs a focused portfolio of just 14 positions.
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