Selkirk Management LLC
13 holdingsFiling period: 2026-06-30Current AUM: $287.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | 2.30M | $151.5M | $130.3M | 45.29% | +1.94M | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 234.5K | $55.9M | $58.4M | 20.31% | -18,500 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 81.3K | $29.0M | $25.7M | 8.95% | -4,000 | 2026-06-30 |
| 4 | META | Meta Platforms Inc | 44.8K | $25.2M | $28.2M | 9.81% | -- | 2026-06-30 |
| 5 | APP | Applovin Corp | 43.1K | $22.2M | $11.2M | 3.91% | -5,600 | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 57.0K | $11.4M | $12.3M | 4.28% | +5.0K | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 5.1K | $5.9M | $4.6M | 1.60% | -- | 2026-06-30 |
| 8 | — | Flutter Entmt PLC | 48.3K | $4.9M | $4.9M | 1.71% | -37,500 | 2026-06-30 |
| 9 | NFLX | Netflix Inc. | 67.3K | $4.8M | $4.3M | 1.50% | -25,000 | 2026-06-30 |
| 10 | SNDK | Sandisk Corp | 1.9K | $4.4M | $2.4M | 0.85% | -- | 2026-06-30 |
| 11 | — | Credo Technology Group Holdi | 12.0K | $3.3M | $3.3M | 1.13% | -- | 2026-06-30 |
| 12 | DRAM | Roundhill ETF Trust | 22.0K | $1.6M | $1.1M | 0.37% | -- | 2026-06-30 |
| 13 | ACVA | Acv Auctions Inc | 112.0K | $805K | $805K | 0.28% | -775,000 | 2026-06-30 |
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