Q2 2025 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003276
$338.2M
Reported value
14
Positions
2025-06-30
Period end
The Brief · Selkirk Management LLC · Q2 2025
AI · grounded in 13F
Selkirk Management LLC established a new position in CVNA valued at $123.1M. The fund also initiated new stakes in AMZN for $55.5M and META for $33.0M. Additional new positions include ZG at $25.1M and FLUT at $24.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $123.1M | 36.4% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $55.5M | 16.4% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $33.0M | 9.77% | 44,750 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $25.1M | 7.41% | 365,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $24.5M | 7.25% | 85,776 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $15.0M | 4.44% | 85,275 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $12.4M | 3.66% | 9,230 | Common | SOLE |
| 92826C839 | V | VISA INC | $10.1M | 2.98% | 28,400 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $9.2M | 2.73% | 570,000 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $8.8M | 2.59% | 287,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.2M | 2.43% | 52,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $7.4M | 2.18% | 27,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $3.1M | 0.91% | 68,267 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $2.8M | 0.84% | 8,100 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.