Selkirk Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Selkirk Management LLC reported 15 stock positions worth $194.9 million. Its top holding was Amazon.com (AMZN) at 24.5% of the portfolio, followed by Carvana (CVNA, 16.5%) and Meta Platforms Class A (META, 11.2%). Compared with Q4 2023, it opened 1 new position. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $194.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002349 ↗ filed May 15, 2024
Holdings Value
Holdings 15 stocks · $194.9M
| AMZN Amazon.com Inc. | 24.53% | 265,000 | $47.8M | No change |
| CVNA Carvana Co. | 16.48% | 365,220 | $32.1M | No change |
| META Meta Platforms Inc. Class A | 11.15% | 44,750 | $21.7M | No change |
| GOOGL Alphabet Inc. Class A | 7.71% | 99,500 | $15.0M | No change |
| FLUT Flutter Entertainment PLC-Di | 6.97% | 68,776 | $13.6M | New |
| ZG Zillow Group Inc. Class A | 5.74% | 233,500 | $11.2M | No change |
| AMD Advanced Micro Devices | 5.41% | 58,450 | $10.5M | No change |
| V Visa Inc. Class A | 4.64% | 32,400 | $9.0M | No change |
| ACVA Acv Auctions Inc. Class A | 4.40% | 457,000 | $8.6M | No change |
| CRM Salesforce Inc. | 4.17% | 27,000 | $8.1M | No change |
| NFLX Netflix Inc. | 3.10% | 9,950 | $6.0M | No change |
| NVDA Nvidia Corp. | 2.36% | 5,100 | $4.6M | No change |
| JD Jd.com Inc.-ADR | 1.63% | 115,881 | $3.2M | No change |
| MSFT Microsoft Corp. | 1.17% | 5,400 | $2.3M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.54% | 157,100 | $1.0M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| FLUT Flutter Entertainment PLC-Di | New | 6.97% | +6.97 |
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 |