The Analysis of Selkirk Management LLC's Holdings


Currently, Selkirk Management LLC holds 12 types of securities in its portfolio with a total value $364.8M. In the most recent quarter, they have increased their positions in APP (+22.0K shares, valued at $15.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO365.2K shares0.00%2025-09-302025-11-13history
AMZN AMAZON COM INC253.0K shares0.00%2025-09-302025-11-13history
META META PLATFORMS INC44.8K shares0.00%2025-09-302025-11-13history
ZG ZILLOW GROUP INC365.8K shares0.00%2025-09-302025-11-13history
FLUT FLUTTER ENTMT PLC85.8K shares0.00%2025-09-302025-11-13history
APP APPLOVIN CORP30.1K shares271.60%2025-09-302025-11-13history
GOOGL ALPHABET INC85.3K shares0.00%2025-09-302025-11-13history
GDS GDS HLDGS LTD287.0K shares0.00%2025-09-302025-11-13history
Sponsored
NFLX NETFLIX INC9.2K shares0.00%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION52.0K shares0.00%2025-09-302025-11-13history
V VISA INC28.4K shares0.00%2025-09-302025-11-13history
ACVA ACV AUCTIONS INC570.0K shares0.00%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available