Selkirk Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 12 US equity positions worth $364.8m in its Q3 2025 13F filing. The largest position was CVNA at 37.8% of the reported book, followed by AMZN and META. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 12 holdings.
What did Selkirk Management LLC own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 37.8% | $137.8m | 365,220 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.2% | $55.6m | 253,000 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 9.0% | $32.9m | 44,750 | 0% | held |
| 4 | ZG ZILLOW GROUP INC | Communication Services | 7.5% | $27.2m | 365,800 | 0% | held |
| 5 | FLUTTER ENTMT PLC | 6.0% | $21.8m | 85,776 | 0% | held | |
| 6 | APP APPLOVIN CORP | Communication Services | 5.9% | $21.6m | 30,100 | 272% | added |
| 7 | GOOGL ALPHABET INC | Communication Services | 5.7% | $20.7m | 85,275 | 0% | held |
| 8 | GDS GDS HLDGS LTD | Technology | 3.0% | $11.1m | 287,000 | 0% | held |
| 9 | NFLX NETFLIX INC | Communication Services | 3.0% | $11.1m | 9,230 | 0% | held |
| 10 | NVDA NVIDIA CORPORATION | Technology | 2.7% | $9.7m | 52,000 | 0% | held |
| 11 | V VISA INC | Financial Services | 2.7% | $9.7m | 28,400 | 0% | held |
| 12 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 1.5% | $5.6m | 570,000 | 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.