Selkirk Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Selkirk Management LLC reported 12 stock positions worth $364.8 million. Its top holding was Carvana (CVNA) at 37.8% of the portfolio, followed by Amazon.com (AMZN, 15.2%) and Meta Platforms Class A (META, 9.0%). Compared with Q2 2025, it sold out of 2 and added to 1. The biggest buy was AppLovin Class A (APP, shares +272%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $364.8M (Q3 2025)
- SEC Filing
- 0001172661-25-004752 ↗ filed Nov 13, 2025
Holdings Value
Holdings 12 stocks · $364.8M
| CVNA Carvana Co. | 37.77% | 365,220 | $137.8M | No change |
| AMZN Amazon.com Inc. | 15.23% | 253,000 | $55.6M | No change |
| META Meta Platforms Inc. Class A | 9.01% | 44,750 | $32.9M | No change |
| ZG Zillow Group Inc. Class A | 7.46% | 365,800 | $27.2M | No change |
| FLUT Flutter Entertainment PLC-Di | 5.97% | 85,776 | $21.8M | No change |
| APP AppLovin Corp. Class A | 5.93% | 30,100 | $21.6M | Add +271.6% |
| GOOGL Alphabet Inc. Class A | 5.68% | 85,275 | $20.7M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 3.04% | 287,000 | $11.1M | No change |
| NFLX Netflix Inc. | 3.03% | 9,230 | $11.1M | No change |
| NVDA Nvidia Corp. | 2.66% | 52,000 | $9.7M | No change |
| V Visa Inc. Class A | 2.66% | 28,400 | $9.7M | No change |
| ACVA Acv Auctions Inc. Class A | 1.55% | 570,000 | $5.6M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| APP AppLovin Corp. Class A | Add +271.6% | 5.93% | +5.09 |
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 |