Stock Taper 
SELKIRK MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carvana Co. | CVNA | 1.8M | $118.55M |
 Amazon.com, Inc. | AMZN | 234.5K | $55.89M |
 ACV Auctions Inc. | ACVA | 112K | $805.28K |
 Alphabet Inc. | GOOGL | 81.28K | $29.05M |
 Netflix, Inc. | NFLX | 67.3K | $4.81M |
 NVIDIA Corporation | NVDA | 57K | $11.41M |
 Flutter Entertainment plc | FLUT | 48.28K | $4.93M |
 Meta Platforms, Inc. | META | 44.75K | $25.21M |
 AppLovin Corporation | APP | 43.1K | $22.21M |
 Credo Technology Group Holding Ltd | CRDO | 12K | $3.26M |
 Micron Technology, Inc. | MU | 5.1K | $5.89M |
 Sandisk Corporation | SNDK | 1.95K | $4.43M |