Selkirk Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Selkirk Management LLC disclosed 13 US equity positions worth $288.1m in its Q2 2026 13F filing. The largest position was CVNA at 41.2% of the reported book, followed by AMZN and GOOGL. Against the Q1 2026 filing, it opened 4 new positions, added to 2 and reduced 6 among the top 13 holdings.
What did Selkirk Management LLC own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 41.2% | $118.5m | 1,801,100 | 393% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 19.4% | $55.9m | 234,500 | -7% | reduced |
| 3 | GOOGL ALPHABET INC | Communication Services | 10.1% | $29.0m | 81,275 | -5% | reduced |
| 4 | META META PLATFORMS INC | Communication Services | 8.8% | $25.2m | 44,750 | 0% | held |
| 5 | APP APPLOVIN CORP | Communication Services | 7.7% | $22.2m | 43,100 | -11% | reduced |
| 6 | NVDA NVIDIA CORPORATION | Technology | 4.0% | $11.4m | 57,000 | 10% | added |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 2.0% | $5.9m | 5,100 | – | new |
| 8 | FLUTTER ENTMT PLC | 1.7% | $4.9m | 48,276 | -44% | reduced | |
| 9 | NFLX NETFLIX INC. | Communication Services | 1.7% | $4.8m | 67,300 | -27% | reduced |
| 10 | SNDK SANDISK CORP | Technology | 1.5% | $4.4m | 1,950 | – | new |
| 11 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.1% | $3.3m | 12,000 | – | new |
| 12 | DRAM ROUNDHILL ETF TRUST | 0.6% | $1.6m | 22,000 | – | new | |
| 13 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 0.3% | $805.3k | 112,000 | -87% | 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.