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Selkirk Management LLC

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13F filer, CIK 1565432, Chatham, NJ

Selkirk Management LLC reported $294,170,152 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 98.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001899

Period
2026-03-31
Reported value
$294M
Holdings
11
Top 10 weight
98.72%
New
0
Sold out
1

Part of the filer group Selkirk Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APPadded+13,000$5.17M

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
Vexited-18,300-$6.42M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-001899, largest first. % of portfolio is the value over $294,170,152, 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; 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; 2026Q1: 365,220 shares 365,220$115M39.03%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 253,000 shares 253,000$52.7M17.91%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,750 shares 44,750$25.6M8.7%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,275 shares 85,275$24.5M8.34%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares; 2025Q3: 30,100 shares; 2025Q4: 35,700 shares; 2026Q1: 48,700 shares 48,700$19.4M6.59%+13,000Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 365,800 shares 365,800$15.1M5.15%0Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 287,000 shares 287,000$11.6M3.93%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,000 shares 52,000$9.07M3.08%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 92,300 shares 92,300$8.87M3.02%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,776 shares 85,776$8.74M2.97%0Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 887,000 shares 887,000$3.76M1.28%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VVISA INC18,300$6.42Mshares

How Q1 2026 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 0001172661-26-001899 base2026-05-14acceptance time not in the bulk data set