Selkirk Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Selkirk Management LLC disclosed 11 US equity positions worth $294.2m in its Q1 2026 13F filing. The largest position was CVNA at 39.0% of the reported book, followed by AMZN and META.
What did Selkirk Management LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 39.0% | $114.8m | 365,220 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 17.9% | $52.7m | 253,000 | – | |
| 3 | META META PLATFORMS INC | Communication Services | 8.7% | $25.6m | 44,750 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 8.3% | $24.5m | 85,275 | – | |
| 5 | APP APPLOVIN CORP | Communication Services | 6.6% | $19.4m | 48,700 | – | |
| 6 | ZG ZILLOW GROUP INC | Communication Services | 5.1% | $15.1m | 365,800 | – | |
| 7 | GDS GDS HLDGS LTD | Technology | 3.9% | $11.6m | 287,000 | – | |
| 8 | NVDA NVIDIA CORPORATION | Technology | 3.1% | $9.1m | 52,000 | – | |
| 9 | NFLX NETFLIX INC. | Communication Services | 3.0% | $8.9m | 92,300 | – | |
| 10 | FLUTTER ENTMT PLC | 3.0% | $8.7m | 85,776 | – | ||
| 11 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 1.3% | $3.8m | 887,000 | – |
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.