SELKIRK MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACVA | 570K | $5.65M |
 | ZG | 366K | $27.23M |
 | CVNA | 365K | $137.78M |
 | GDS | 287K | $11.11M |
 | AMZN | 253K | $55.55M |
 | FLUT | 86K | $21.79M |
 | GOOGL | 85K | $20.73M |
 | NVDA | 52K | $9.70M |
 | META | 45K | $32.86M |
 | APP | 30K | $21.63M |
 | V | 28K | $9.70M |
 | NFLX | 9K | $11.07M |
ACV Auctions Inc.
ACVA
Shares Held
570K
Value
$5.65M
Zillow Group, Inc. Class A
ZG
Shares Held
366K
Value
$27.23M
Carvana Co.
CVNA
Shares Held
365K
Value
$137.78M
GDS Holdings Limited
GDS
Shares Held
287K
Value
$11.11M
Amazon.com, Inc.
AMZN
Shares Held
253K
Value
$55.55M
Flutter Entertainment plc
FLUT
Shares Held
86K
Value
$21.79M
Alphabet Inc.
GOOGL
Shares Held
85K
Value
$20.73M
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.70M
Meta Platforms, Inc.
META
Shares Held
45K
Value
$32.86M
AppLovin Corporation
APP
Shares Held
30K
Value
$21.63M
Visa Inc.
V
Shares Held
28K
Value
$9.70M
Netflix, Inc.
NFLX
Shares Held
9K
Value
$11.07M