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CIK: 0001565432
Total reported value
$321.0M
$321.0M
14 檔
81.4%
The Q2 2025 SEC filing reveals that Selkirk Management LLC held a total portfolio value of $321.0M, covering 14 public equity positions.
During Q2 2025, Selkirk Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CVNA, AMZN, META) accounted for 81.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 36.39% | +8.16% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 16.41% | -0.50% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.77% | -0.85% | — | |
| 4 | ZG | Zillow Group Inc - A | Stock-Comm Services | 7.41% | -5.15% | EXIT | |
| 5 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 7.25% | -1.43% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | +0.71% | — | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 3.66% | -1.52% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.98% | — | — | |
| 9 | ACVA | Acv Auctions Inc-a | Stock-Other | 2.73% | -1.03% | — | |
| 10 | GDS | Gds Holdings LTD - Adr | Stock-Other | 2.59% | -3.93% | EXIT | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.47% | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.18% | — | — | |
| 13 | CART | Maplebear Inc | Stock-Consumer Disc | 0.91% | — | — | |
| 14 | APP | Applovin Corp-class A | Stock-Tech | 0.84% | +0.33% | — |
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 Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Selkirk Management LLC's top holdings by market value included CVNA (36.4%)、AMZN (16.4%)、META (9.8%). The largest single position, CVNA, represented 36.4% of total portfolio value.
In Q2 2025, Selkirk Management LLC made 0 total portfolio adjustments, initiating 0 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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