Investor
Selkirk Management LLC
CIK 0001565432 · filed 2026-05-14 · SEC filing
13F book
$294.2M
Positions
11
0 new · 1 sold
Largest name
39.0%
Carvana Co. · CVNA
Est. mark
−$82.7M
Price effect on 11 names still held. Flow −$1.24M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Carvana Co. | CVNA | 365.2K | $114.8M | 39.0% | −$39.3M | Held |
| Amazon Com Inc | AMZN | 253K | $52.7M | 17.9% | −$5.71M | Held |
| Meta Platforms, Inc. | META | 44.8K | $25.6M | 8.7% | −$3.94M | Held |
| Alphabet Inc | — | 85.3K | $24.5M | 8.3% | −$2.17M | Held |
| Applovin Corp | APP | 48.7K | $19.4M | 6.6% | −$9.85M | Added−$4.67M |
| Zillow Group Inc | — | 365.8K | $15.1M | 5.1% | −$9.82M | Held |
| Gds Hldgs Ltd | — | 287K | $11.6M | 3.9% | $1.55M | Held |
| Nvidia Corp | NVDA | 52K | $9.07M | 3.1% | −$629.2K | Held |
| Netflix Inc | NFLX | 92.3K | $8.87M | 3.0% | $220.6K | Held |
| Flutter Entmt Plc | — | 85.8K | $8.74M | 3.0% | −$9.7M | Held |
| ACV Auctions Inc. | ACVA | 887K | $3.76M | 1.3% | −$3.35M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.