Selkirk Management LLC reported 14 holdings worth US$321M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Selkirk Management LLC reported 14 holdings worth US$321M as of Jun 30, 2026. Largest: Carvana Co., Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$321M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 1.8M | US$119M | 36.9% |
| Amazon.com, Inc. | 235K | US$55.9M | 17.4% |
| Alphabet Inc (google) Class C | 81,275 | US$29M | 9.0% |
| Meta Platforms, Inc. | 44,750 | US$25.2M | 7.9% |
| Applovin Corporation | 43,100 | US$22.2M | 6.9% |
| Nvidia Corporation | 57,000 | US$11.4M | 3.6% |
| Micron Technology, Inc. | 5,100 | US$5.89M | 1.8% |
| Netflix, Inc. | 67,300 | US$4.81M | 1.5% |
| Sandisk Corporation | 1,950 | US$4.43M | 1.4% |
| Credo Technology Group Holding Ltd | 12,000 | US$3.26M | 1.0% |
| Acv Auctions Inc. | 112K | US$805K | 0.25% |
| Gds Holdings Ltd. | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |