Institutional
Selkirk Management LLC
CIK 0001565432
$294.2M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $61.44 | -7.36% | -19.00% | -9.19% | $114.8M | 39.03% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $52.7M | 17.91% | — | HELD |
| 3 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $25.6M | 8.70% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $24.5M | 8.34% | — | HELD |
| 5 | APP | APPLOVIN CORP | $403.87 | 1.10% | 6.51% | 473.68% | $19.4M | 6.59% | — | HELD |
| 6 | ZG | ZILLOW GROUP INC | $34.05 | -0.79% | -55.87% | -64.38% | $15.1M | 5.15% | — | HELD |
| 7 | GDS | GDS HLDGS LTD | $31.97 | 8.08% | -8.31% | -46.50% | $11.6M | 3.93% | — | HELD |
| 8 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $9.1M | 3.08% | — | HELD |
| 9 | NFLX | NETFLIX INC. | $73.17 | -0.62% | -36.85% | 28.55% | $8.9M | 3.02% | — | HELD |
| 10 | FLUT | FLUTTER ENTMT PLC | $102.13 | -5.24% | -64.03% | -44.59% | $8.7M | 2.97% | — | HELD |
| 11 | ACVA | ACV AUCTIONS INC | $8.03 | -0.50% | -42.52% | -61.95% | $3.8M | 1.28% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001899. 13F discloses long positions only — shorts, foreign equities, and options are excluded.