Selkirk Management LLC
11 holdingsFiling period: 2026-03-31Current AUM: $311.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 365.2K | $114.8M | $113.9M | 36.54% | -- | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 253.0K | $52.7M | $68.7M | 22.05% | -- | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 44.8K | $25.6M | $24.9M | 7.99% | -- | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 85.3K | $24.5M | $30.4M | 9.74% | -- | 2026-03-31 |
| 5 | APP | APPLOVIN CORP | 48.7K | $19.4M | $19.3M | 6.19% | +13.0K | 2026-03-31 |
| 6 | ZG | ZILLOW GROUP INC | 365.8K | $15.1M | $12.7M | 4.07% | -- | 2026-03-31 |
| 7 | GDS | GDS HLDGS LTD | 287.0K | $11.6M | $9.4M | 3.01% | -- | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 52.0K | $9.1M | $10.4M | 3.35% | -- | 2026-03-31 |
| 9 | NFLX | NETFLIX INC. | 92.3K | $8.9M | $6.6M | 2.12% | -- | 2026-03-31 |
| 10 | — | FLUTTER ENTMT PLC | 85.8K | $8.7M | $8.7M | 2.81% | -- | 2026-03-31 |
| 11 | ACVA | ACV AUCTIONS INC | 887.0K | $3.8M | $6.6M | 2.13% | -- | 2026-03-31 |
← Scroll →