Selkirk Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Selkirk Management LLC reported 11 stock positions worth $294.2 million. Its top holding was Carvana (CVNA) at 39.0% of the portfolio, followed by Amazon.com (AMZN, 17.9%) and Meta Platforms Class A (META, 8.7%). Compared with Q4 2025, it sold out of 1 and added to 1. The biggest buy was AppLovin Class A (APP, shares +36%) and the biggest sale an exit from Visa Class A (V).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001565432
- Portfolio Value
- $294.2M (Q1 2026)
- SEC Filing
- 0001172661-26-001899 ↗ filed May 14, 2026
Holdings Value
Holdings 11 stocks · $294.2M
| CVNA Carvana Co. | 39.03% | 365,220 | $114.8M | No change |
| AMZN Amazon.com Inc. | 17.91% | 253,000 | $52.7M | No change |
| META Meta Platforms Inc. Class A | 8.70% | 44,750 | $25.6M | No change |
| GOOGL Alphabet Inc. Class A | 8.34% | 85,275 | $24.5M | No change |
| APP AppLovin Corp. Class A | 6.59% | 48,700 | $19.4M | Add +36.4% |
| ZG Zillow Group Inc. Class A | 5.15% | 365,800 | $15.1M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 3.93% | 287,000 | $11.6M | No change |
| NVDA Nvidia Corp. | 3.08% | 52,000 | $9.1M | No change |
| NFLX Netflix Inc. | 3.02% | 92,300 | $8.9M | No change |
| FLUT Flutter Entertainment PLC-Di | 2.97% | 85,776 | $8.7M | No change |
| ACVA Acv Auctions Inc. Class A | 1.28% | 887,000 | $3.8M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| V Visa Inc. Class A | Sold out | 0.00% | −1.70 |
Portfolio Buys Q4 2025 → Q1 2026
| APP AppLovin Corp. Class A | Add +36.4% | 6.59% | +0.23 |
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 |