Skip to content
Disclosery

Selkirk Management LLC

Follow

13F filer, CIK 1565432, Chatham, NJ

Selkirk Management LLC reported $260,550,279 across 14 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 92.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002035

Period
2025-03-31
Reported value
$261M
Holdings
14
Top 10 weight
92.42%
New
0
Sold out
2

Part of the filer group Selkirk Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACVAadded+113,000$1.59M
FLUTadded+7,000$1.55M
NVDAadded+1,000$108K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDexited-33,225-$4.01M
CERO THERAPEUTICS HLDGS INCexited-121,040-$7.26K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002035, largest first. % of portfolio is the value over $260,550,279, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,220 shares; 2024Q4: 365,220 shares; 2025Q1: 365,220 shares 365,220$76.4M29.31%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,000 shares; 2024Q4: 253,000 shares; 2025Q1: 253,000 shares 253,000$48.1M18.47%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,750 shares; 2024Q4: 44,750 shares; 2025Q1: 44,750 shares 44,750$25.8M9.9%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,800 shares; 2024Q4: 365,800 shares; 2025Q1: 365,800 shares 365,800$24.5M9.39%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,776 shares; 2024Q4: 78,776 shares; 2025Q1: 85,776 shares 85,776$19M7.29%+7,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,275 shares; 2024Q4: 85,275 shares; 2025Q1: 85,275 shares 85,275$13.2M5.06%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 28,400 shares; 2025Q1: 28,400 shares 28,400$9.95M3.82%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares 9,230$8.61M3.3%0Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,000 shares; 2024Q4: 457,000 shares; 2025Q1: 570,000 shares 570,000$8.03M3.08%+113,000Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 287,000 shares; 2025Q1: 287,000 shares 287,000$7.27M2.79%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares 27,000$7.25M2.78%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 51,000 shares; 2025Q1: 52,000 shares 52,000$5.64M2.16%+1,000Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,881 shares; 2024Q4: 100,881 shares; 2025Q1: 100,881 shares 100,881$4.15M1.59%0Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,267 shares; 2024Q4: 68,267 shares; 2025Q1: 68,267 shares 68,267$2.72M1.05%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC33,225$4.01Mshares
CERO THERAPEUTICS HLDGS INCCERO THERAPEUTICS HLDGS INC121,040$7.26Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002035 base2025-05-15acceptance time not in the bulk data set