Selkirk Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Selkirk Management LLC reported 12 stock positions worth $378.1 million. Its top holding was Carvana (CVNA) at 40.8% of the portfolio, followed by Amazon.com (AMZN, 15.4%) and Meta Platforms Class A (META, 7.8%). Compared with Q3 2025, it added to 2 and reduced 1. The biggest buy was AppLovin Class A (APP, shares +19%) and the biggest sale Visa Class A (V, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $378.1M (Q4 2025)
- SEC Filing
- 0001172661-26-000860 ↗ filed Feb 17, 2026
Holdings Value
Holdings 12 stocks · $378.1M
| CVNA Carvana Co. | 40.76% | 365,220 | $154.1M | No change |
| AMZN Amazon.com Inc. | 15.44% | 253,000 | $58.4M | No change |
| META Meta Platforms Inc. Class A | 7.81% | 44,750 | $29.5M | No change |
| GOOGL Alphabet Inc. Class A | 7.06% | 85,275 | $26.7M | No change |
| ZG Zillow Group Inc. Class A | 6.60% | 365,800 | $25.0M | No change |
| APP AppLovin Corp. Class A | 6.36% | 35,700 | $24.1M | Add +18.6% |
| FLUT Flutter Entertainment PLC-Di | 4.88% | 85,776 | $18.4M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 2.65% | 287,000 | $10.0M | No change |
| NVDA Nvidia Corp. | 2.56% | 52,000 | $9.7M | No change |
| NFLX Netflix Inc. | 2.29% | 92,300 | $8.7M | No change |
| ACVA Acv Auctions Inc. Class A | 1.88% | 887,000 | $7.1M | Add +55.6% |
| V Visa Inc. Class A | 1.70% | 18,300 | $6.4M | Reduce -35.6% |
Portfolio Sells Q3 2025 → Q4 2025
| V Visa Inc. Class A | Reduce -35.6% | 1.70% | −0.96 |
Portfolio Buys Q3 2025 → Q4 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 |