Institutional Fund
Selkirk Management LLC
Chatham, NJCIK 15654325 filings on record
Portfolio Value
$294.17M
Q1 2026
Holdings
11
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-22.2%
from $378.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co39.0%
- Amazon Com Inc17.9%
- Meta Platforms Inc8.7%
- Alphabet Inc8.3%
- Applovin Corp6.6%
- Zillow Group Inc5.1%
- Other14.3%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 365.2K | $114.82M | 39.0% | 0 | Held |
| 2 | Amazon Com Inc | 253.0K | $52.69M | 17.9% | 0 | Held |
| 3 | Meta Platforms Inc | 44.8K | $25.60M | 8.7% | 0 | Held |
| 4 | Alphabet Inc | 85.3K | $24.52M | 8.3% | 0 | Held |
| 5 | Applovin Corp | 48.7K | $19.38M | 6.6% | +13.0K | Added |
| 6 | Zillow Group Inc | 365.8K | $15.14M | 5.1% | 0 | Held |
| 7 | Gds Hldgs Ltd | 287.0K | $11.56M | 3.9% | 0 | Held |
| 8 | Nvidia Corporation | 52.0K | $9.07M | 3.1% | 0 | Held |
| 9 | Netflix Inc | 92.3K | $8.87M | 3.0% | 0 | Held |
| 10 | Flutter Entmt PLC | 85.8K | $8.74M | 3.0% | 0 | Held |
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