Selkirk Management LLC reported 12 positions worth $286.43M for the quarter ended Jun 30, 2026, down 2.6% on the prior quarter. It opened 3 new positions, added to 1, trimmed 7 and exited 2. Its largest holding is Carvana Co. at 41.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ZG Zillow Group, Inc. | -365.8K | -100.0% | $15.14M | Exited |
| GDS GDS Holdings Ltd | -287.0K | -100.0% | $11.56M | Exited |
| ACVA ACV Auctions Inc. | -775.0K | -87.4% | $5.57M | 0.281% |
| AMZN Amazon Com Inc | -18.5K | -7.3% | $4.41M | 19.51% |
| FLUT Flutter Entertainment plc | -37.5K | -43.7% | $3.83M | 1.72% |
| APP AppLovin Corp | -5,600 | -11.5% | $2.89M | 7.75% |
| NFLX Netflix Inc | -25.0K | -27.1% | $1.79M | 1.68% |
| CVNA Carvana Co. | -25.0K | -1.4% | $1.65M | 41.39% |
| GOOGL Alphabet Inc. | -4,000 | -4.7% | $1.43M | 10.14% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA Carvana Co. | Consumer Discretionary | 1.80M | $118.55M | 41.39% | -25.0K | -1.4% | Reduced | 0.16% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 234.5K | $55.89M | 19.51% | -18.5K | -7.3% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 81.3K | $29.05M | 10.14% | -4,000 | -4.7% | Reduced | 0% |
| 4 | META Meta Platforms, Inc. | Technology | 44.8K | $25.21M | 8.8% | 0 | 0.0% | Unchanged | 0% |
| 5 | APP AppLovin Corp | Technology | 43.1K | $22.21M | 7.75% | -5,600 | -11.5% | Reduced | 0.01% |
| 6 | NVDA Nvidia Corp | Technology | 57.0K | $11.41M | 3.98% | +5,000 | +9.6% | Added | 0% |
| 7 | MU Micron Technology Inc | Technology | 5,100 | $5.89M | 2.06% | +5,100 | – | New | 0% |
| 8 | FLUT Flutter Entertainment plc | Consumer Discretionary | 48.3K | $4.93M | 1.72% | -37.5K | -43.7% | Reduced | 0.03% |
| 9 | NFLX Netflix Inc | Technology | 67.3K | $4.81M | 1.68% | -25.0K | -27.1% | Reduced | 0% |
| 10 | SNDK Sandisk Corp | Technology | 1,950 | $4.43M | 1.55% | +1,950 | – | New | 0% |
| 11 | CRDO Credo Technology Group Holding Ltd | Technology | 12.0K | $3.26M | 1.14% | +12.0K | – | New | 0.01% |
| 12 | ACVA ACV Auctions Inc. | Technology | 112.0K | $805.28K | 0.281% | -775.0K | -87.4% | Reduced | 0.07% |
Tip. Select a row to see that position’s full history at Selkirk Management.
As of its Q2 2026 13F filing, Selkirk Management LLC’s five largest positions were Carvana Co. (CVNA) at 41.4%, Amazon Com Inc (AMZN) at 19.5%, Alphabet Inc. (GOOGL) at 10.1%, Meta Platforms, Inc. (META) at 8.8%, AppLovin Corp (APP) at 7.8% of the reported portfolio.
Selkirk Management LLC reported a 13F portfolio worth $286.43M across 12 positions for Q2 2026. That is down 2.6% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($5.89M), Sandisk Corp ($4.43M), Credo Technology Group Holding Ltd ($3.26M). It opened 3 new positions.
Its largest sales by value were Zillow Group, Inc. ($15.14M), GDS Holdings Ltd ($11.56M), ACV Auctions Inc. ($5.57M). It exited 2 positions entirely.
From the Form 13F-HR reports Selkirk Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.