Sponsored
The Analysis of Selkirk Management LLC's Holdings & P&L
Currently, Selkirk Management LLC holds 11 types of securities in its portfolio with a total value $294.2M. In the most recent quarter, they have increased their positions in APP (+13.0K shares, valued at $5.2M).
1M P&L
-614.1M-67.24%
3M P&L
-481.9M-61.70%
HY P&L
-493.4M-62.25%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Auto & Truck Dealerships161.2M
45.9%
2Internet Retail58.4M
16.6%
3Internet Content & Information54.5M
15.5%
Top Industries by Stock Count
1Auto & Truck Dealerships2 stocks
18.2%
2Internet Content & Information2 stocks
18.2%
3Internet Retail1 stocks
9.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
CVNA
0.00%CARVANA CO
Shares365.2K
Event2026-03-31
Filed2026-05-14
AMZN
0.00%AMAZON COM INC
Shares253.0K
Event2026-03-31
Filed2026-05-14
META
0.00%META PLATFORMS INC
Shares44.8K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
0.00%ALPHABET INC
Shares85.3K
Event2026-03-31
Filed2026-05-14
APP
36.41%APPLOVIN CORP
Shares48.7K
Event2026-03-31
Filed2026-05-14
ZG
0.00%ZILLOW GROUP INC
Shares365.8K
Event2026-03-31
Filed2026-05-14
GDS
0.00%GDS HLDGS LTD
Shares287.0K
Event2026-03-31
Filed2026-05-14
NVDA
0.00%NVIDIA CORPORATION
Shares52.0K
Event2026-03-31
Filed2026-05-14
NFLX
0.00%NETFLIX INC.
Shares92.3K
Event2026-03-31
Filed2026-05-14
FLUT
0.00%FLUTTER ENTMT PLC
Shares85.8K
Event2026-03-31
Filed2026-05-14
ACVA
0.00%ACV AUCTIONS INC
Shares887.0K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available