Selkirk Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Selkirk Management LLC reported 14 stock positions worth $260.6 million. Its top holding was Carvana (CVNA) at 29.3% of the portfolio, followed by Amazon.com (AMZN, 18.5%) and Meta Platforms Class A (META, 9.9%). Compared with Q4 2024, it sold out of 2 and added to 3. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +9%) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $260.6M (Q1 2025)
- SEC Filing
- 0001172661-25-002035 ↗ filed May 15, 2025
Holdings Value
Holdings 14 stocks · $260.6M
| CVNA Carvana Co. | 29.31% | 365,220 | $76.4M | No change |
| AMZN Amazon.com Inc. | 18.47% | 253,000 | $48.1M | No change |
| META Meta Platforms Inc. Class A | 9.90% | 44,750 | $25.8M | No change |
| ZG Zillow Group Inc. Class A | 9.39% | 365,800 | $24.5M | No change |
| FLUT Flutter Entertainment PLC-Di | 7.29% | 85,776 | $19.0M | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 5.06% | 85,275 | $13.2M | No change |
| V Visa Inc. Class A | 3.82% | 28,400 | $10.0M | No change |
| NFLX Netflix Inc. | 3.30% | 9,230 | $8.6M | No change |
| ACVA Acv Auctions Inc. Class A | 3.08% | 570,000 | $8.0M | Add +24.7% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 2.79% | 287,000 | $7.3M | No change |
| CRM Salesforce Inc. | 2.78% | 27,000 | $7.2M | No change |
| NVDA Nvidia Corp. | 2.16% | 52,000 | $5.6M | Add +2.0% |
| JD Jd.com Inc.-ADR | 1.59% | 100,881 | $4.1M | No change |
| CART Maplebear Inc. | 1.05% | 68,267 | $2.7M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.44 |
| CERO THERAPEUTICS HLDGS INC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
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 |