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CIK: 0001565432
Total reported value
$321.0M
$321.0M
14 檔
60.4%
At the close of Q1 2025, Selkirk Management LLC disclosed equity holdings valued at approximately $321.0M, spread across 14 reported holdings.
In Q1 2025, Selkirk Management LLC displayed an active expansion posture, initiating 14 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CVNA, AMZN, META) accounted for 60.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
CVNA
市值: $76.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 29.31% | +8.16% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 18.47% | -0.50% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.90% | -0.85% | — | |
| 4 | ZG | Zillow Group Inc - A | Stock-Comm Services | 9.39% | -5.15% | EXIT | |
| 5 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 7.29% | -1.43% | +8.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.06% | +0.71% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.82% | — | — | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 3.30% | -1.52% | — | |
| 9 | ACVA | Acv Auctions Inc-a | Stock-Other | 3.08% | -1.03% | +24.73% | |
| 10 | GDS | Gds Holdings LTD - Adr | Stock-Other | 2.79% | -3.93% | EXIT | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.78% | — | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.47% | +1.96% | |
| 13 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.59% | — | — | |
| 14 | CART | Maplebear Inc | Stock-Consumer Disc | 1.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 4 | ZG | Zillow Group Inc - A | — | NEW | New buy |
| 5 | FLUT | Flutter Entertainment plc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | NFLX | Netflix Inc | — | NEW | New buy |
| 9 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
| 10 | GDS | Gds Holdings LTD - Adr | — | NEW | New buy |
| 11 | CRM | Salesforce Inc | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | JD | Jd.com Inc-adr | — | NEW | New buy |
| 14 | CART | Maplebear Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Selkirk Management LLC reported a total U.S. public equity portfolio value of $321.0M across 14 disclosed positions in Q1 2025.
During Q1 2025, Selkirk Management LLC's top holdings by market value included CVNA (29.3%)、AMZN (18.5%)、META (9.9%). The largest single position, CVNA, represented 29.3% of total portfolio value.
In Q1 2025, Selkirk Management LLC made 14 total portfolio adjustments, initiating 14 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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