Selkirk Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 14 US equity positions worth $260.6m in its Q1 2025 13F filing. The largest position was CVNA at 29.3% of the reported book, followed by AMZN and META. Against the Q4 2024 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 14 holdings.
What did Selkirk Management LLC own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 29.3% | $76.4m | 365,220 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 18.5% | $48.1m | 253,000 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 9.9% | $25.8m | 44,750 | 0% | held |
| 4 | ZG ZILLOW GROUP INC | Communication Services | 9.4% | $24.5m | 365,800 | 0% | held |
| 5 | FLUTTER ENTMT PLC | 7.3% | $19.0m | 85,776 | 9% | added | |
| 6 | GOOGL ALPHABET INC | Communication Services | 5.1% | $13.2m | 85,275 | 0% | held |
| 7 | V VISA INC | Financial Services | 3.8% | $10.0m | 28,400 | 0% | held |
| 8 | NFLX NETFLIX INC | Communication Services | 3.3% | $8.6m | 9,230 | 0% | held |
| 9 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 3.1% | $8.0m | 570,000 | 25% | added |
| 10 | GDS GDS HLDGS LTD | Technology | 2.8% | $7.3m | 287,000 | 0% | held |
| 11 | CRM SALESFORCE INC | Technology | 2.8% | $7.2m | 27,000 | 0% | held |
| 12 | NVDA NVIDIA CORPORATION | Technology | 2.2% | $5.6m | 52,000 | 2% | added |
| 13 | JD JD.COM INC | Consumer Cyclical | 1.6% | $4.1m | 100,881 | 0% | held |
| 14 | CART MAPLEBEAR INC | Consumer Cyclical | 1.0% | $2.7m | 68,267 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.