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Selkirk Management LLC

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13F filer, CIK 1565432, Chatham, NJ

Selkirk Management LLC reported $378,116,967 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 96.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000860

Period
2025-12-31
Reported value
$378M
Holdings
12
Top 10 weight
96.42%
New
0
Sold out
0

Part of the filer group Selkirk Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+83,070$7.79M
APPadded+5,600$3.77M
ACVAadded+317,000$2.54M

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
Vreduced-10,100-$3.54M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000860, largest first. % of portfolio is the value over $378,116,967, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,220 shares; 2024Q4: 365,220 shares; 2025Q1: 365,220 shares; 2025Q2: 365,220 shares; 2025Q3: 365,220 shares; 2025Q4: 365,220 shares 365,220$154M40.76%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,000 shares; 2024Q4: 253,000 shares; 2025Q1: 253,000 shares; 2025Q2: 253,000 shares; 2025Q3: 253,000 shares; 2025Q4: 253,000 shares 253,000$58.4M15.44%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,750 shares; 2024Q4: 44,750 shares; 2025Q1: 44,750 shares; 2025Q2: 44,750 shares; 2025Q3: 44,750 shares; 2025Q4: 44,750 shares 44,750$29.5M7.81%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,275 shares; 2024Q4: 85,275 shares; 2025Q1: 85,275 shares; 2025Q2: 85,275 shares; 2025Q3: 85,275 shares; 2025Q4: 85,275 shares 85,275$26.7M7.06%0Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,800 shares; 2024Q4: 365,800 shares; 2025Q1: 365,800 shares; 2025Q2: 365,800 shares; 2025Q3: 365,800 shares; 2025Q4: 365,800 shares 365,800$25M6.6%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares; 2025Q3: 30,100 shares; 2025Q4: 35,700 shares 35,700$24.1M6.36%+5,600Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,776 shares; 2024Q4: 78,776 shares; 2025Q1: 85,776 shares; 2025Q2: 85,776 shares; 2025Q3: 85,776 shares; 2025Q4: 85,776 shares 85,776$18.4M4.88%0Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 287,000 shares; 2025Q1: 287,000 shares; 2025Q2: 287,000 shares; 2025Q3: 287,000 shares; 2025Q4: 287,000 shares 287,000$10M2.65%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 51,000 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares 52,000$9.7M2.56%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,230 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 92,300 shares 92,300$8.65M2.29%+83,070Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,000 shares; 2024Q4: 457,000 shares; 2025Q1: 570,000 shares; 2025Q2: 570,000 shares; 2025Q3: 570,000 shares; 2025Q4: 887,000 shares 887,000$7.11M1.88%+317,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 28,400 shares; 2025Q1: 28,400 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 18,300 shares 18,300$6.42M1.7%-10,100Timeline

How Q4 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 0001172661-26-000860 base2026-02-17acceptance time not in the bulk data set