Institutional
Selkirk Management LLC
CIK 0001565432
$294.2M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $114.8M | 39.03% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $52.7M | 17.91% | — | HELD |
| 3 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $25.6M | 8.70% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $24.5M | 8.34% | — | HELD |
| 5 | APP | APPLOVIN CORP | $557.20 | -0.30% | 33.34% | 806.46% | $19.4M | 6.59% | +13,000 | +36.4% |
| 6 | ZG | ZILLOW GROUP INC | $35.39 | -1.64% | -49.01% | -66.97% | $15.1M | 5.15% | — | HELD |
| 7 | GDS | GDS HLDGS LTD | $34.00 | -6.16% | 34.49% | -42.33% | $11.6M | 3.93% | — | HELD |
| 8 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $9.1M | 3.08% | — | HELD |
| 9 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $8.9M | 3.02% | — | HELD |
| 10 | FLUT | FLUTTER ENTMT PLC | $100.49 | -0.34% | -59.74% | -41.91% | $8.7M | 2.97% | — | HELD |
| 11 | ACVA | ACV AUCTIONS INC | $5.66 | -3.58% | -65.78% | -75.56% | $3.8M | 1.28% | — | HELD |
| 12 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | — | — | −18,300 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001899. 13F discloses long positions only — shorts, foreign equities, and options are excluded.