Selkirk Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Selkirk Management LLC reported 14 stock positions worth $338.2 million. Its top holding was Carvana (CVNA) at 36.4% of the portfolio, followed by Amazon.com (AMZN, 16.4%) and Meta Platforms Class A (META, 9.8%). Compared with Q1 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale an exit from Jd.com Inc.-ADR (JD).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $338.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003276 ↗ filed Aug 14, 2025
Holdings Value
Holdings 14 stocks · $338.2M
| CVNA Carvana Co. | 36.39% | 365,220 | $123.1M | No change |
| AMZN Amazon.com Inc. | 16.41% | 253,000 | $55.5M | No change |
| META Meta Platforms Inc. Class A | 9.77% | 44,750 | $33.0M | No change |
| ZG Zillow Group Inc. Class A | 7.41% | 365,800 | $25.1M | No change |
| FLUT Flutter Entertainment PLC-Di | 7.25% | 85,776 | $24.5M | No change |
| GOOGL Alphabet Inc. Class A | 4.44% | 85,275 | $15.0M | No change |
| NFLX Netflix Inc. | 3.66% | 9,230 | $12.4M | No change |
| V Visa Inc. Class A | 2.98% | 28,400 | $10.1M | No change |
| ACVA Acv Auctions Inc. Class A | 2.73% | 570,000 | $9.2M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 2.59% | 287,000 | $8.8M | No change |
| NVDA Nvidia Corp. | 2.43% | 52,000 | $8.2M | No change |
| CRM Salesforce Inc. | 2.18% | 27,000 | $7.4M | No change |
| CART Maplebear Inc. | 0.91% | 68,267 | $3.1M | No change |
| APP AppLovin Corp. Class A | 0.84% | 8,100 | $2.8M | New |
Portfolio Sells Q1 2025 → Q2 2025
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −1.59 |
Portfolio Buys Q1 2025 → Q2 2025
| APP AppLovin Corp. Class A | New | 0.84% | +0.84 |
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 |