Selkirk Management LLC
13 holdingsFiling period: 2026-06-30Current AUM: $320.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 2.30M | $151.5M | $153.9M | 48.09% | +1.94M | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 234.5K | $55.9M | $58.3M | 18.20% | -18,500 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 81.3K | $29.0M | $28.0M | 8.76% | -4,000 | 2026-06-30 |
| 4 | META | META PLATFORMS INC | 44.8K | $25.2M | $30.0M | 9.37% | -- | 2026-06-30 |
| 5 | APP | APPLOVIN CORP | 43.1K | $22.2M | $14.3M | 4.46% | -5,600 | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 57.0K | $11.4M | $12.1M | 3.78% | +5.0K | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 5.1K | $5.9M | $4.7M | 1.48% | -- | 2026-06-30 |
| 8 | — | FLUTTER ENTMT PLC | 48.3K | $4.9M | $4.9M | 1.54% | -37,500 | 2026-06-30 |
| 9 | NFLX | NETFLIX INC. | 67.3K | $4.8M | $5.2M | 1.64% | -25,000 | 2026-06-30 |
| 10 | SNDK | SANDISK CORP | 1.9K | $4.4M | $3.0M | 0.93% | -- | 2026-06-30 |
| 11 | — | CREDO TECHNOLOGY GROUP HOLDI | 12.0K | $3.3M | $3.3M | 1.02% | -- | 2026-06-30 |
| 12 | DRAM | ROUNDHILL ETF TRUST | 22.0K | $1.6M | $1.2M | 0.38% | -- | 2026-06-30 |
| 13 | ACVA | ACV AUCTIONS INC | 112.0K | $805K | $1.2M | 0.36% | -775,000 | 2026-06-30 |
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