Selkirk Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Selkirk Management LLC reported 13 stock positions worth $288.1 million. Its top holding was Carvana (CVNA) at 41.2% of the portfolio, followed by Amazon.com (AMZN, 19.4%) and Alphabet Class A (GOOGL, 10.1%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 1 and reduced 7. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Zillow Class A (ZG).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $288.1M (Q2 2026)
- SEC Filing
- 0001172661-26-003454 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $288.1M
| CVNA Carvana Co. | 41.15% | 1,801,100 | $118.5M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 19.40% | 234,500 | $55.9M | Reduce -7.3% |
| GOOGL Alphabet Inc. Class A | 10.08% | 81,275 | $29.0M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 8.75% | 44,750 | $25.2M | No change |
| APP AppLovin Corp. Class A | 7.71% | 43,100 | $22.2M | Reduce -11.5% |
| NVDA Nvidia Corp. | 3.96% | 57,000 | $11.4M | Add +9.6% |
| MU Micron Technology Inc. | 2.04% | 5,100 | $5.9M | New |
| FLUT Flutter Entertainment PLC-Di | 1.71% | 48,276 | $4.9M | Reduce -43.7% |
| NFLX Netflix Inc. | 1.67% | 67,300 | $4.8M | Reduce -27.1% |
| SNDK Sandisk Corp. | 1.54% | 1,950 | $4.4M | New |
| CRDO Credo Technology Group Holdi | 1.13% | 12,000 | $3.3M | New |
| DRAM Roundhill Memory ETF | 0.56% | 22,000 | $1.6M | New |
| ACVA Acv Auctions Inc. Class A | 0.28% | 112,000 | $805K | Reduce -87.4% |
Options reported separately and not counted above: CVNA puts ($32.9M).
Portfolio Sells Q1 2026 → Q2 2026
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −5.15 |
| GDS GDS Holdings Ltd. - ADR | Sold out | 0.00% | −3.93 |
| NFLX Netflix Inc. | Reduce -27.1% | 1.67% | −1.35 |
| FLUT Flutter Entertainment PLC-Di | Reduce -43.7% | 1.71% | −1.26 |
| ACVA Acv Auctions Inc. Class A | Reduce -87.4% | 0.28% | −1.00 |
| APP AppLovin Corp. Class A | Reduce -11.5% | 7.71% | +1.12 |
| AMZN Amazon.com Inc. | Reduce -7.3% | 19.40% | +1.49 |
| GOOGL Alphabet Inc. Class A | Reduce -4.7% | 10.08% | +1.75 |
| CVNA Carvana Co. | Reduce -1.4% | 41.15% | +2.12 |
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| CVNA Carvana Co. | put | New | 500,000 | $32.9M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $288.1M | CVNA, AMZN, GOOGL, META, APP |
| Q1 2026 | 11 | $294.2M | CVNA, AMZN, META, GOOGL, APP |
| Q4 2025 | 12 | $378.1M | CVNA, AMZN, META, GOOGL, ZG |
| Q3 2025 | 12 | $364.8M | CVNA, AMZN, META, ZG, FLUT |
| Q2 2025 | 14 | $338.2M | CVNA, AMZN, META, ZG, FLUT |
| Q1 2025 | 14 | $260.6M | CVNA, AMZN, META, ZG, FLUT |
| Q4 2024 | 16 | $278.5M | CVNA, AMZN, META, ZG, FLUT |
| Q3 2024 | 17 | $244.7M | CVNA, AMZN, META, ZG, FLUT |
| Q2 2024 | 16 | $213.3M | AMZN, CVNA, META, GOOGL, ZG |
| Q1 2024 | 15 | $194.9M | AMZN, CVNA, META, GOOGL, FLUT |