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Selkirk Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $320,964,763
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CARVANA CO · CL A · 146869102 · shares: $118,548,402
- AMAZON COM INC · COM · 023135106 · shares: $55,890,730
- CARVANA CO · CL A · 146869102 · shares · PUT: $32,910,000
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $29,045,247
- META PLATFORMS INC · CL A · 30303M102 · shares: $25,207,228
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $22,206,413
- NVIDIA CORPORATION · COM · 67066G104 · shares: $11,405,130
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $5,886,879
- FLUTTER ENTMT PLC · SHS · G3643J108 · shares: $4,932,360
- NETFLIX INC. · COM · 64110L106 · shares: $4,805,220
Reported holdings
14 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARVANA CO | CL A | 146869102 | — | 1,801,100 shares | $118,548,402 |
| AMAZON COM INC | COM | 023135106 | — | 234,500 shares | $55,890,730 |
| CARVANA CO | CL A | 146869102 | PUT | 500,000 shares | $32,910,000 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 81,275 shares | $29,045,247 |
| META PLATFORMS INC | CL A | 30303M102 | — | 44,750 shares | $25,207,228 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 43,100 shares | $22,206,413 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 57,000 shares | $11,405,130 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 5,100 shares | $5,886,879 |
| FLUTTER ENTMT PLC | SHS | G3643J108 | — | 48,276 shares | $4,932,360 |
| NETFLIX INC. | COM | 64110L106 | — | 67,300 shares | $4,805,220 |
| SANDISK CORP | COM | 80004C200 | — | 1,950 shares | $4,433,774 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 12,000 shares | $3,263,400 |
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | — | 22,000 shares | $1,624,700 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | — | 112,000 shares | $805,280 |