Selkirk Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Selkirk Management LLC reported 16 stock positions worth $213.3 million. Its top holding was Amazon.com (AMZN) at 22.9% of the portfolio, followed by Carvana (CVNA, 22.0%) and Meta Platforms Class A (META, 10.6%). Compared with Q1 2024, it opened 1 new position, added to 1 and reduced 5. The biggest buy was Zillow Class A (ZG, shares +37%) and the biggest sale Advanced Micro Devices (AMD, shares −16%).

Most Recent 13F
Q2 2026
Location
Chatham, NJ
CIK
0001565432
Portfolio Value
$213.3M (Q2 2024)
SEC Filing
0001172661-24-003483 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $194.9M Q1 2024 Q2 2024: $213.3M $213.3M Q2 2024 Q3 2024: $244.7M Q3 2024 Q4 2024: $278.5M Q4 2024 Q1 2025: $260.6M Q1 2025 Q2 2025: $338.2M Q2 2025 Q3 2025: $364.8M Q3 2025 Q4 2025: $378.1M Q4 2025 Q1 2026: $294.2M Q1 2026 Q2 2026: $288.1M Q2 2026

Holdings 16 stocks · $213.3M
AMZN Amazon.com Inc. 22.92% 253,000 $48.9M Reduce -4.5%
CVNA Carvana Co. 22.04% 365,220 $47.0M No change
META Meta Platforms Inc. Class A 10.58% 44,750 $22.6M No change
GOOGL Alphabet Inc. Class A 7.28% 85,275 $15.5M Reduce -14.3%
ZG Zillow Group Inc. Class A 6.77% 320,800 $14.4M Add +37.4%
FLUT Flutter Entertainment PLC-Di 5.88% 68,776 $12.5M No change
ACVA Acv Auctions Inc. Class A 3.91% 457,000 $8.3M No change
AMD Advanced Micro Devices 3.74% 49,225 $8.0M Reduce -15.8%
V Visa Inc. Class A 3.49% 28,400 $7.5M Reduce -12.3%
CRM Salesforce Inc. 3.25% 27,000 $6.9M No change
NVDA Nvidia Corp. 2.95% 51,000 $6.3M No change
NFLX Netflix Inc. 2.92% 9,230 $6.2M Reduce -7.2%
JD Jd.com Inc.-ADR 1.40% 115,881 $3.0M No change
MSFT Microsoft Corp. 1.13% 5,400 $2.4M No change
CART Maplebear Inc. 1.03% 68,267 $2.2M New
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 0.68% 157,100 $1.5M No change

Portfolio Sells Q1 2024 → Q2 2024
AMD Advanced Micro Devices Reduce -15.8% 3.74% −1.67
AMZN Amazon.com Inc. Reduce -4.5% 22.92% −1.61
V Visa Inc. Class A Reduce -12.3% 3.49% −1.15
GOOGL Alphabet Inc. Class A Reduce -14.3% 7.28% −0.42
NFLX Netflix Inc. Reduce -7.2% 2.92% −0.18

Portfolio Buys Q1 2024 → Q2 2024
ZG Zillow Group Inc. Class A Add +37.4% 6.77% +1.04
CART Maplebear Inc. New 1.03% +1.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$288.1MCVNA, AMZN, GOOGL, META, APP
Q1 2026 11$294.2MCVNA, AMZN, META, GOOGL, APP
Q4 2025 12$378.1MCVNA, AMZN, META, GOOGL, ZG
Q3 2025 12$364.8MCVNA, AMZN, META, ZG, FLUT
Q2 2025 14$338.2MCVNA, AMZN, META, ZG, FLUT
Q1 2025 14$260.6MCVNA, AMZN, META, ZG, FLUT
Q4 2024 16$278.5MCVNA, AMZN, META, ZG, FLUT
Q3 2024 17$244.7MCVNA, AMZN, META, ZG, FLUT
Q2 2024 16$213.3MAMZN, CVNA, META, GOOGL, ZG
Q1 2024 15$194.9MAMZN, CVNA, META, GOOGL, FLUT