Selkirk Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Selkirk Management LLC reported 17 stock positions worth $244.7 million. Its top holding was Carvana (CVNA) at 26.0% of the portfolio, followed by Amazon.com (AMZN, 19.3%) and Meta Platforms Class A (META, 10.5%). Compared with Q2 2024, it opened 1 new position, added to 1 and reduced 1. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +15%) and the biggest sale Advanced Micro Devices (AMD, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $244.7M (Q3 2024)
- SEC Filing
- 0001172661-24-004715 ↗ filed Nov 14, 2024
Holdings Value
Holdings 17 stocks · $244.7M
| CVNA Carvana Co. | 25.99% | 365,220 | $63.6M | No change |
| AMZN Amazon.com Inc. | 19.27% | 253,000 | $47.1M | No change |
| META Meta Platforms Inc. Class A | 10.47% | 44,750 | $25.6M | No change |
| ZG Zillow Group Inc. Class A | 8.12% | 320,800 | $19.9M | No change |
| FLUT Flutter Entertainment PLC-Di | 7.64% | 78,776 | $18.7M | Add +14.5% |
| GOOGL Alphabet Inc. Class A | 5.78% | 85,275 | $14.1M | No change |
| ACVA Acv Auctions Inc. Class A | 3.80% | 457,000 | $9.3M | No change |
| V Visa Inc. Class A | 3.19% | 28,400 | $7.8M | No change |
| CRM Salesforce Inc. | 3.02% | 27,000 | $7.4M | No change |
| NFLX Netflix Inc. | 2.68% | 9,230 | $6.5M | No change |
| NVDA Nvidia Corp. | 2.53% | 51,000 | $6.2M | No change |
| AMD Advanced Micro Devices | 2.23% | 33,225 | $5.5M | Reduce -32.5% |
| JD Jd.com Inc.-ADR | 1.89% | 115,881 | $4.6M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 1.31% | 157,100 | $3.2M | No change |
| CART Maplebear Inc. | 1.14% | 68,267 | $2.8M | No change |
| MSFT Microsoft Corp. | 0.95% | 5,400 | $2.3M | No change |
| CERO THERAPEUTICS HLDGS INC | 0.00% | 121,040 | $11K | New |
Portfolio Sells Q2 2024 → Q3 2024
| AMD Advanced Micro Devices | Reduce -32.5% | 2.23% | −1.52 |
Portfolio Buys Q2 2024 → Q3 2024
| FLUT Flutter Entertainment PLC-Di | Add +14.5% | 7.64% | +1.76 |
| CERO THERAPEUTICS HLDGS INC | New | 0.00% | +0.00 |
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 |