Selkirk Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 14 US equity positions worth $338.2m in its Q2 2025 13F filing. The largest position was CVNA at 36.4% of the reported book, followed by AMZN and META. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 14 holdings.
What did Selkirk Management LLC own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 36.4% | $123.1m | 365,220 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 16.4% | $55.5m | 253,000 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 9.8% | $33.0m | 44,750 | 0% | held |
| 4 | ZG ZILLOW GROUP INC | Communication Services | 7.4% | $25.1m | 365,800 | 0% | held |
| 5 | FLUTTER ENTMT PLC | 7.2% | $24.5m | 85,776 | 0% | held | |
| 6 | GOOGL ALPHABET INC | Communication Services | 4.4% | $15.0m | 85,275 | 0% | held |
| 7 | NFLX NETFLIX INC | Communication Services | 3.7% | $12.4m | 9,230 | 0% | held |
| 8 | V VISA INC | Financial Services | 3.0% | $10.1m | 28,400 | 0% | held |
| 9 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 2.7% | $9.2m | 570,000 | 0% | held |
| 10 | GDS GDS HLDGS LTD | Technology | 2.6% | $8.8m | 287,000 | 0% | held |
| 11 | NVDA NVIDIA CORPORATION | Technology | 2.4% | $8.2m | 52,000 | 0% | held |
| 12 | CRM SALESFORCE INC | Technology | 2.2% | $7.4m | 27,000 | 0% | held |
| 13 | CART MAPLEBEAR INC | Consumer Cyclical | 0.9% | $3.1m | 68,267 | 0% | held |
| 14 | APP APPLOVIN CORP | Communication Services | 0.8% | $2.8m | 8,100 | – | new |
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.