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Selkirk Management LLC

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13F filer, CIK 1565432, Chatham, NJ

Selkirk Management LLC reported $338,157,471 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 93.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003276

Period
2025-06-30
Reported value
$338M
Holdings
14
Top 10 weight
93.64%
New
1
Sold out
1

Part of the filer group Selkirk Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APPnew+8,100$2.84M

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
JDexited-100,881-$4.15M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003276, largest first. % of portfolio is the value over $338,157,471, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,220 shares; 2024Q4: 365,220 shares; 2025Q1: 365,220 shares; 2025Q2: 365,220 shares 365,220$123M36.39%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,000 shares; 2024Q4: 253,000 shares; 2025Q1: 253,000 shares; 2025Q2: 253,000 shares 253,000$55.5M16.41%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,750 shares; 2024Q4: 44,750 shares; 2025Q1: 44,750 shares; 2025Q2: 44,750 shares 44,750$33M9.77%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,800 shares; 2024Q4: 365,800 shares; 2025Q1: 365,800 shares; 2025Q2: 365,800 shares 365,800$25.1M7.41%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,776 shares; 2024Q4: 78,776 shares; 2025Q1: 85,776 shares; 2025Q2: 85,776 shares 85,776$24.5M7.25%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,275 shares; 2024Q4: 85,275 shares; 2025Q1: 85,275 shares; 2025Q2: 85,275 shares 85,275$15M4.44%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares 9,230$12.4M3.66%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 28,400 shares; 2025Q1: 28,400 shares; 2025Q2: 28,400 shares 28,400$10.1M2.98%0Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,000 shares; 2024Q4: 457,000 shares; 2025Q1: 570,000 shares; 2025Q2: 570,000 shares 570,000$9.25M2.73%0Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 287,000 shares; 2025Q1: 287,000 shares; 2025Q2: 287,000 shares 287,000$8.77M2.59%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 51,000 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares 52,000$8.22M2.43%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares 27,000$7.36M2.18%0Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,267 shares; 2024Q4: 68,267 shares; 2025Q1: 68,267 shares; 2025Q2: 68,267 shares 68,267$3.09M0.91%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares 8,100$2.84M0.84%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
JDJD.COM INC100,881$4.15Mshares

How Q2 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 0001172661-25-003276 base2025-08-14acceptance time not in the bulk data set