Q3 2025 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2025-11-13 · accession 0001172661-25-004752
$364.8M
Reported value
12
Positions
2025-09-30
Period end
The Brief · Selkirk Management LLC · Q3 2025
AI · grounded in 13F
Selkirk Management LLC established a new position in CVNA valued at $137.8M. The fund also initiated new stakes in AMZN for $55.6M and META for $32.9M. Additional new positions include ZG at $27.2M, FLUT at $21.8M, and APP at $21.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $137.8M | 37.8% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $55.6M | 15.2% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $32.9M | 9.01% | 44,750 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $27.2M | 7.46% | 365,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $21.8M | 5.97% | 85,776 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $21.6M | 5.93% | 30,100 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $20.7M | 5.68% | 85,275 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $11.1M | 3.04% | 287,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $11.1M | 3.03% | 9,230 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.7M | 2.66% | 52,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.7M | 2.66% | 28,400 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $5.6M | 1.55% | 570,000 | 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.