The Analysis of Selkirk Management LLC's Holdings


Currently, Selkirk Management LLC holds 12 types of securities in its portfolio with a total value $378.1M. In the most recent quarter, they have increased their positions in NFLX (+83.1K shares, valued at $7.8M), APP (+5.6K shares, valued at $3.8M), ACVA (+317.0K shares, valued at $2.5M); decreased their positions in V (-10.1K shares, valued at $3.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO365.2K shares0.00%2025-12-312026-02-17history
AMZN AMAZON COM INC253.0K shares0.00%2025-12-312026-02-17history
META META PLATFORMS INC44.8K shares0.00%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC85.3K shares0.00%2025-12-312026-02-17history
ZG ZILLOW GROUP INC365.8K shares0.00%2025-12-312026-02-17history
APP APPLOVIN CORP35.7K shares18.60%2025-12-312026-02-17history
FLUT FLUTTER ENTMT PLC85.8K shares0.00%2025-12-312026-02-17history
GDS GDS HLDGS LTD287.0K shares0.00%2025-12-312026-02-17history
Sponsored
NVDA NVIDIA CORPORATION52.0K shares0.00%2025-12-312026-02-17history
NFLX NETFLIX INC92.3K shares900.00%2025-12-312026-02-17history
ACVA ACV AUCTIONS INC887.0K shares55.61%2025-12-312026-02-17history
V VISA INC18.3K shares-35.56%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available