Universe · entity
Selkirk Management LLC
Institutional manager (13F) · CIK 1565432
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $294M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CARVANA CO | $115M | 365,220 |
| 2 | AMAZON COM INC | $53M | 253,000 |
| 3 | META PLATFORMS INC | $26M | 44,750 |
| 4 | ALPHABET INC | $25M | 85,275 |
| 5 | APPLOVIN CORP | $19M | 48,700 |
| 6 | ZILLOW GROUP INC | $15M | 365,800 |
| 7 | GDS HLDGS LTD | $12M | 287,000 |
| 8 | NVIDIA CORPORATION | $9M | 52,000 |
| 9 | NETFLIX INC. | $9M | 92,300 |
| 10 | FLUTTER ENTMT PLC | $9M | 85,776 |
| 11 | ACV AUCTIONS INC | $4M | 887,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.