Selkirk Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Selkirk Management LLC held in its portfolio 12 assets valued at $378,116,967 (i.e. $378.12M).

The most valuable assets in the portfolio included: CARVANA CO ($154.13M), AMAZON COM INC ($58.40M), and META PLATFORMS INC ($29.54M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Selkirk Management LLC Portfolio

CARVANA CO

AMAZON COM INC

META PLATFORMS INC

ALPHABET INC

ZILLOW GROUP INC

APPLOVIN CORP

FLUTTER ENTMT PLC

GDS HLDGS LTD

NVIDIA CORPORATION

NETFLIX INC

Selkirk Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CARVANA CO	365220	154130144	CL A
AMAZON COM INC	253000	58397460	COM
META PLATFORMS INC	44750	29539028	CL A
ALPHABET INC	85275	26691075	CAP STK CL A
ZILLOW GROUP INC	365800	24958534	CL A
APPLOVIN CORP	35700	24055374	COM CL A
FLUTTER ENTMT PLC	85776	18445271	SHS
GDS HLDGS LTD	287000	10016300	SPONSORED ADS
NVIDIA CORPORATION	52000	9698000	COM
NETFLIX INC	92300	8654048	COM
ACV AUCTIONS INC	887000	7113740	COM CL A
VISA INC	18300	6417993	COM CL A