Selkirk Management LLC: 13F holdings
CIK 15654322026Q2
| Positions | 13 |
|---|
| Reported value | $321.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (+2 vs prior quarter) |
|---|
| Reported value | $321.0m (+9.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 1,801,100 | $118.5m | 36.9% |
| AMZN AMAZON COM INC | 234,500 | $55.9m | 17.4% |
| GOOGL ALPHABET INC | 81,275 | $29.0m | 9.0% |
| META META PLATFORMS INC | 44,750 | $25.2m | 7.9% |
| APP APPLOVIN CORP | 43,100 | $22.2m | 6.9% |
| NVDA NVIDIA CORPORATION | 57,000 | $11.4m | 3.6% |
| MU MICRON TECHNOLOGY INC | 5,100 | $5.9m | 1.8% |
| FLUTTER ENTMT PLC | 48,276 | $4.9m | 1.5% |
| NFLX NETFLIX INC. | 67,300 | $4.8m | 1.5% |
| SNDK SANDISK CORP | 1,950 | $4.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1565432")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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