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Selkirk Management LLC

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13F filer, CIK 1565432, Chatham, NJ

Selkirk Management LLC reported $320,964,763 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 98.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003454

Period
2026-06-30
Reported value
$321M
Holdings
14
Top 10 weight
98.02%
New
5
Sold out
2

Part of the filer group Selkirk Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+1,435,880$94.5M
MUnew+5,100$5.89M
SNDKnew+1,950$4.43M
CRDOnew+12,000$3.26M
DRAMnew+22,000$1.62M

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
ZGexited-365,800-$15.1M
GDSexited-287,000-$11.6M
ACVAreduced-775,000-$5.57M
AMZNreduced-18,500-$4.41M
FLUTreduced-37,500-$3.83M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-003454, largest first. % of portfolio is the value over $288,054,763, 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; 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; 2026Q2: 1,801,100 shares 1,801,100$119M41.15%+1,435,880Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 234,500 shares 234,500$55.9M19.4%-18,500Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,275 shares 81,275$29M10.08%-4,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,750 shares 44,750$25.2M8.75%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,100 shares 43,100$22.2M7.71%-5,600Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,000 shares 57,000$11.4M3.96%+5,000Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100$5.89M2.04%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,276 shares 48,276$4.93M1.71%-37,500Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,300 shares 67,300$4.81M1.67%-25,000Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,950 shares 1,950$4.43M1.54%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000$3.26M1.13%newTimeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares 22,000$1.62M0.56%newTimeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 112,000 shares 112,000$805K0.28%-775,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CVNACARVANA CO Stockput500,000$32.9Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ZGZILLOW GROUP INC365,800$15.1Mshares
GDSGDS HLDGS LTD287,000$11.6Mshares

How Q2 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 0001172661-26-003454 base2026-08-14acceptance time not in the bulk data set