Holdings
Selkirk Management LLC
As of Jun 30, 2026, Selkirk Management LLC reported 11 positions worth US$281M. Largest: Carvana Co., Amazon.com, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carvana Co. | 1.8M | US$119M | +1.44M | Jun 30, 2026 |
| Amazon.com, Inc. | 235K | US$55.9M | −18,500 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 81,275 | US$29M | −4,000 | Jun 30, 2026 |
| Meta Platforms, Inc. | 44,750 | US$25.2M | no change | Jun 30, 2026 |
| Applovin Corporation | 43,100 | US$22.2M | −5,600 | Jun 30, 2026 |
| Nvidia Corporation | 57,000 | US$11.4M | +5,000 | Jun 30, 2026 |
| Micron Technology, Inc. | 5,100 | US$5.89M | new | Jun 30, 2026 |
| Netflix, Inc. | 67,300 | US$4.81M | −25,000 | Jun 30, 2026 |
| Sandisk Corporation | 1,950 | US$4.43M | new | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 12,000 | US$3.26M | new | Jun 30, 2026 |