SELKIRK MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACVA | 887K | $3.76M |
 | ZG | 366K | $15.14M |
 | CVNA | 365K | $114.82M |
 | GDS | 287K | $11.56M |
 | AMZN | 253K | $52.69M |
 | NFLX | 92K | $8.87M |
 | FLUT | 86K | $8.74M |
 | GOOGL | 85K | $24.52M |
 | NVDA | 52K | $9.07M |
 | APP | 49K | $19.38M |
 | META | 45K | $25.60M |
ACV Auctions Inc.
ACVA
Shares Held
887K
Value
$3.76M
Zillow Group, Inc. Class A
ZG
Shares Held
366K
Value
$15.14M
Carvana Co.
CVNA
Shares Held
365K
Value
$114.82M
GDS Holdings Limited
GDS
Shares Held
287K
Value
$11.56M
Amazon.com, Inc.
AMZN
Shares Held
253K
Value
$52.69M
Netflix, Inc.
NFLX
Shares Held
92K
Value
$8.87M
Flutter Entertainment plc
FLUT
Shares Held
86K
Value
$8.74M
Alphabet Inc.
GOOGL
Shares Held
85K
Value
$24.52M
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.07M
AppLovin Corporation
APP
Shares Held
49K
Value
$19.38M
Meta Platforms, Inc.
META
Shares Held
45K
Value
$25.60M