Selkirk Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 12 US equity positions worth $378.1m in its Q4 2025 13F filing. The largest position was CVNA at 40.8% of the reported book, followed by AMZN and META. Against the Q3 2025 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 12 holdings.
What did Selkirk Management LLC own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 40.8% | $154.1m | 365,220 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.4% | $58.4m | 253,000 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 7.8% | $29.5m | 44,750 | 0% | held |
| 4 | GOOGL ALPHABET INC | Communication Services | 7.1% | $26.7m | 85,275 | 0% | held |
| 5 | ZG ZILLOW GROUP INC | Communication Services | 6.6% | $25.0m | 365,800 | 0% | held |
| 6 | APP APPLOVIN CORP | Communication Services | 6.4% | $24.1m | 35,700 | 19% | added |
| 7 | FLUTTER ENTMT PLC | 4.9% | $18.4m | 85,776 | 0% | held | |
| 8 | GDS GDS HLDGS LTD | Technology | 2.6% | $10.0m | 287,000 | 0% | held |
| 9 | NVDA NVIDIA CORPORATION | Technology | 2.6% | $9.7m | 52,000 | 0% | held |
| 10 | NFLX NETFLIX INC | Communication Services | 2.3% | $8.7m | 92,300 | 900% | added |
| 11 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 1.9% | $7.1m | 887,000 | 56% | added |
| 12 | V VISA INC | Financial Services | 1.7% | $6.4m | 18,300 | -36% | reduced |
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.