Q4 2025 · 13F-HR
Selkirk Management LLCholdings as filed
Filed 2026-02-17 · accession 0001172661-26-000860
$378.1M
Reported value
12
Positions
2025-12-31
Period end
The Brief · Selkirk Management LLC · Q4 2025
AI · grounded in 13F
Selkirk Management LLC increased its position in NFLX by 900%. The fund also accumulated shares of ACVA by 55.614% and APP by 18.6047%. Conversely, the manager trimmed its holding in V by 35.5634%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $154.1M | 40.8% | 365,220 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $58.4M | 15.4% | 253,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $29.5M | 7.81% | 44,750 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $26.7M | 7.06% | 85,275 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $25.0M | 6.60% | 365,800 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $24.1M | 6.36% | 35,700 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $18.4M | 4.88% | 85,776 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $10.0M | 2.65% | 287,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.7M | 2.56% | 52,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $8.7M | 2.29% | 92,300 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $7.1M | 1.88% | 887,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $6.4M | 1.70% | 18,300 | 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.