Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Selkirk Management LLC (CIK 1565432) reported $294.2M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($114.8M, 39.03%), AMZN ($52.7M, 17.91%), META ($25.6M, 8.70%), GOOGL ($24.5M, 8.34%), APP ($19.4M, 6.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $114.8M | 39.03% | 365,220 | Hold |
| 2 | AMZN | AMAZON COM INC | $52.7M | 17.91% | 253,000 | Hold |
| 3 | META | META PLATFORMS INC | $25.6M | 8.70% | 44,750 | Hold |
| 4 | GOOGL | ALPHABET INC | $24.5M | 8.34% | 85,275 | Hold |
| 5 | APP | APPLOVIN CORP | $19.4M | 6.59% | 48,700 | Added |
| 6 | ZG | ZILLOW GROUP INC | $15.1M | 5.15% | 365,800 | Hold |
| 7 | GDS | GDS HLDGS LTD | $11.6M | 3.93% | 287,000 | Hold |
| 8 | NVDA | NVIDIA CORPORATION | $9.1M | 3.08% | 52,000 | Hold |
| 9 | NFLX | NETFLIX INC. | $8.9M | 3.02% | 92,300 | Hold |
| 10 | FLUT | FLUTTER ENTMT PLC | $8.7M | 2.97% | 85,776 | Hold |
| 11 | ACVA | ACV AUCTIONS INC | $3.8M | 1.28% | 887,000 | Hold |
| 12 | V | VISA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31