Selkirk Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 14Value: $260.6MLatest: 2025Q1

Selkirk Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "GDS",
  "META",
  "NVDA",
  null,
  "ACVA",
  "AMZN",
  "V",
  "ZG",
  "CART",
  "JD",
  "CRM",
  "CVNA",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 260550279
Accession Number: 0001172661-25-002035
Form Type: 13F-HR
CIK: selkirk-management
Manager Name: Selkirk-Management

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $260.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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CARVANA CO.

CVNA|146869102

Shares:365.2K

Value:$76.4M

% of Portfolio:29.3% ($76.4M/$260.6M)

AMAZON COM INC

AMZN|023135106

Shares:253.0K

Value:$48.1M

% of Portfolio:18.5% ($48.1M/$260.6M)

Meta Platforms, Inc.

META|30303M102

Shares:44.8K

Value:$25.8M

% of Portfolio:9.9% ($25.8M/$260.6M)

ZILLOW GROUP, INC.

ZG|98954M101

Shares:365.8K

Value:$24.5M

% of Portfolio:9.4% ($24.5M/$260.6M)

G3643J108

Shares:85.8K

Value:$19.0M

% of Portfolio:7.3% ($19.0M/$260.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:85.3K

Value:$13.2M

% of Portfolio:5.1% ($13.2M/$260.6M)

VISA INC.

V|92826C839

Shares:28.4K

Value:$10.0M

% of Portfolio:3.8% ($10.0M/$260.6M)

NETFLIX INC

NFLX|64110L106

Shares:9.2K

Value:$8.6M

% of Portfolio:3.3% ($8.6M/$260.6M)

ACV Auctions Inc.

ACVA|00091G104

Shares:570.0K

Value:$8.0M

% of Portfolio:3.1% ($8.0M/$260.6M)

GDS Holdings Ltd

GDS|36165L108

Shares:287.0K

Value:$7.3M

% of Portfolio:2.8% ($7.3M/$260.6M)

Salesforce, Inc.

CRM|79466L302

Shares:27.0K

Value:$7.2M

% of Portfolio:2.8% ($7.2M/$260.6M)

NVIDIA CORP

NVDA|67066G104

Shares:52.0K

Value:$5.6M

% of Portfolio:2.2% ($5.6M/$260.6M)

JD.com, Inc.

JD|47215P106

Shares:100.9K

Value:$4.1M

% of Portfolio:1.6% ($4.1M/$260.6M)

Maplebear Inc.

CART|565394103

Shares:68.3K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$260.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARVANA CO.(CVNAcusip146869102)	365.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$76.4M	29.3% ($76.4M/$260.6M)	QoQ +2.81% (+$2.1M) YoY +137.83% (+$44.3M)
AMAZON COM INC(AMZNcusip023135106)	253.0K	QoQ 0.00% (-0) YoY -4.52% (-12.0K)	All Managers (Combined)	$48.1M	18.5% ($48.1M/$260.6M)	QoQ -13.27% (-$7.4M) YoY +0.70% (-$335.1K)
Meta Platforms, Inc.(METAcusip30303M102)	44.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$25.8M	9.9% ($25.8M/$260.6M)	QoQ -1.56% (-$409.5K) YoY +18.69% (+$4.1M)
ZILLOW GROUP, INC.(ZGcusip98954M101)	365.8K	QoQ 0.00% (-0) YoY +56.65% (+132.3K)	All Managers (Combined)	$24.5M	9.4% ($24.5M/$260.6M)	QoQ -5.63% (-$1.5M) YoY +118.85% (+$13.3M)
(cusipG3643J108)✕	85.8K	QoQ +8.88% (-7.0K) YoY +24.71% (+17.0K)	All Managers (Combined)	$19.0M	7.3% ($19.0M/$260.6M)	QoQ -6.66% (-$1.4M) YoY +39.91% (+$5.4M)
Alphabet Inc.(GOOGLcusip02079K305)	85.3K	QoQ 0.00% (-0) YoY -14.29% (-14.2K)	All Managers (Combined)	$13.2M	5.1% ($13.2M/$260.6M)	QoQ -18.30% (-$3.0M) YoY -12.18% (-$1.8M)
VISA INC.(Vcusip92826C839)	28.4K	QoQ 0.00% (+0) YoY -12.34% (-4.0K)	All Managers (Combined)	$10.0M	3.8% ($10.0M/$260.6M)	QoQ +10.89% (+$977.5K) YoY +10.07% (-$910.9K)
NETFLIX INC(NFLXcusip64110L106)	9.2K	QoQ 0.00% (+0) YoY -7.23% (-720)	All Managers (Combined)	$8.6M	3.3% ($8.6M/$260.6M)	QoQ +4.62% (+$380.4K) YoY +42.43% (-$2.6M)
ACV Auctions Inc.(ACVAcusip00091G104)	570.0K	QoQ +24.72% (-113.0K) YoY +24.72% (-113.0K)	All Managers (Combined)	$8.0M	3.1% ($8.0M/$260.6M)	QoQ -18.63% (-$1.8M) YoY -6.37% (-$546.6K)
GDS Holdings Ltd(GDScusip36165L108)	287.0K	QoQ 0.00% (+0) YoY +82.68% (+129.9K)	All Managers (Combined)	$7.3M	2.8% ($7.3M/$260.6M)	QoQ +6.60% (+$450.6K) YoY +595.85% (+$6.2M)
Salesforce, Inc.(CRMcusip79466L302)	27.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.2M	2.8% ($7.2M/$260.6M)	QoQ -19.73% (-$1.8M) YoY -10.89% (-$886.1K)
NVIDIA CORP(NVDAcusip67066G104)	52.0K	QoQ +1.96% (-1.0K) YoY +919.60% (+46.9K)	All Managers (Combined)	$5.6M	2.2% ($5.6M/$260.6M)	QoQ -17.71% (-$1.2M) YoY +22.29% (+$1.0M)
JD.com, Inc.(JDcusip47215P106)	100.9K	QoQ 0.00% (+0) YoY -12.94% (-15.0K)	All Managers (Combined)	$4.1M	1.6% ($4.1M/$260.6M)	QoQ +18.60% (+$650.7K) YoY +30.69% (-$974.2K)
Maplebear Inc.(CARTcusip565394103)	68.3K	QoQ 0.00% (-0) YoY NEW(+68.3K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$260.6M)	QoQ -3.69% (-$104.4K) YoY NEW(+$2.7M)