Selkirk Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Selkirk Management LLC reported 16 stock positions worth $278.5 million. Its top holding was Carvana (CVNA) at 26.7% of the portfolio, followed by Amazon.com (AMZN, 19.9%) and Meta Platforms Class A (META, 9.4%). Compared with Q3 2024, it sold out of 1, added to 2 and reduced 1. The biggest buy was Zillow Class A (ZG, shares +14%) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $278.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000855 ↗ filed Feb 14, 2025
Holdings Value
Holdings 16 stocks · $278.5M
| CVNA Carvana Co. | 26.67% | 365,220 | $74.3M | No change |
| AMZN Amazon.com Inc. | 19.93% | 253,000 | $55.5M | No change |
| META Meta Platforms Inc. Class A | 9.41% | 44,750 | $26.2M | No change |
| ZG Zillow Group Inc. Class A | 9.31% | 365,800 | $25.9M | Add +14.0% |
| FLUT Flutter Entertainment PLC-Di | 7.31% | 78,776 | $20.4M | No change |
| GOOGL Alphabet Inc. Class A | 5.80% | 85,275 | $16.1M | No change |
| ACVA Acv Auctions Inc. Class A | 3.54% | 457,000 | $9.9M | No change |
| CRM Salesforce Inc. | 3.24% | 27,000 | $9.0M | No change |
| V Visa Inc. Class A | 3.22% | 28,400 | $9.0M | No change |
| NFLX Netflix Inc. | 2.95% | 9,230 | $8.2M | No change |
| NVDA Nvidia Corp. | 2.46% | 51,000 | $6.8M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 2.45% | 287,000 | $6.8M | Add +82.7% |
| AMD Advanced Micro Devices | 1.44% | 33,225 | $4.0M | No change |
| JD Jd.com Inc.-ADR | 1.26% | 100,881 | $3.5M | Reduce -12.9% |
| CART Maplebear Inc. | 1.02% | 68,267 | $2.8M | No change |
| CERO THERAPEUTICS HLDGS INC | 0.00% | 121,040 | $7K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
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 |