# Selkirk Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1565432. Source: https://holderbook.com/funds/1565432-selkirk-management-llc/

- Reported value: $321.0M
- Positions: 13
- Weight of the ten largest: 98.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $151.5M | 1,801,100 | 47.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $55.9M | 234,500 | 17.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $29.0M | 81,275 | 9.0% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $25.2M | 44,750 | 7.9% | 31 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $22.2M | 43,100 | 6.9% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.4M | 57,000 | 3.6% | 13 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $5.9M | 5,100 | 1.8% | 1 |
| FLUTTER ENTMT PLC | [FLUT](https://holderbook.com/stocks/FLUT/) | $4.9M | 48,276 | 1.5% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $4.8M | 67,300 | 1.5% | 27 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $4.4M | 1,950 | 1.4% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $3.3M | 12,000 | 1.0% | 1 |
| ROUNDHILL ETF TRUST | - | $1.6M | 22,000 | 0.5% | 1 |
| ACV AUCTIONS INC | [ACVA](https://holderbook.com/stocks/ACVA/) | $805.3K | 112,000 | 0.3% | 14 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.6% | +14.8% | -8.3% | 100% |
| Q1 2026 | -22.1% | -4.6% | -17.5% | 100% |
| Q4 2025 | +2.9% | +2.4% | +0.5% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +30.0% | +10.5% | +19.5% | 100% |
| Q1 2025 | -6.4% | -4.6% | -1.8% | 100% |
| Q4 2024 | +12.4% | +2.1% | +10.3% | 100% |
| Q3 2024 | +14.8% | +5.4% | +9.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $321.0M | 13 |
| Q1 2026 | $294.2M | 11 |
| Q4 2025 | $378.1M | 12 |
| Q3 2025 | $364.8M | 12 |
| Q2 2025 | $338.2M | 14 |
| Q1 2025 | $260.6M | 14 |
| Q4 2024 | $278.5M | 16 |
| Q3 2024 | $244.7M | 17 |
| Q2 2024 | $213.3M | 16 |
| Q1 2024 | $194.9M | 15 |
| Q4 2023 | $147.8M | 14 |
| Q3 2023 | $134.4M | 16 |