SELKIRK MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACVA | 887K | $7.11M |
 | ZG | 366K | $24.96M |
 | CVNA | 365K | $154.13M |
 | GDS | 287K | $10.02M |
 | AMZN | 253K | $58.40M |
 | NFLX | 92K | $8.65M |
 | FLUT | 86K | $18.45M |
 | GOOGL | 85K | $26.69M |
 | NVDA | 52K | $9.70M |
 | META | 45K | $29.54M |
 | APP | 36K | $24.06M |
 | V | 18K | $6.42M |
ACV Auctions Inc.
ACVA
Shares Held
887K
Value
$7.11M
Zillow Group, Inc. Class A
ZG
Shares Held
366K
Value
$24.96M
Carvana Co.
CVNA
Shares Held
365K
Value
$154.13M
GDS Holdings Limited
GDS
Shares Held
287K
Value
$10.02M
Amazon.com, Inc.
AMZN
Shares Held
253K
Value
$58.40M
Netflix, Inc.
NFLX
Shares Held
92K
Value
$8.65M
Flutter Entertainment plc
FLUT
Shares Held
86K
Value
$18.45M
Alphabet Inc.
GOOGL
Shares Held
85K
Value
$26.69M
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.70M
Meta Platforms, Inc.
META
Shares Held
45K
Value
$29.54M
AppLovin Corporation
APP
Shares Held
36K
Value
$24.06M
Visa Inc.
V
Shares Held
18K
Value
$6.42M