Selkirk Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$338.2B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 365,220 | $123.1B | 36.39% | |
| 2 | AMZNAMAZON COM INC | 253,000 | $55.5B | 16.41% | |
| 3 | METAMETA PLATFORMS INC | 44,750 | $33.0B | 9.77% | |
| 4 | ZGZILLOW GROUP INC | 365,800 | $25.1B | 7.41% | |
| 5 | FLUTFLUTTER ENTMT PLC | 85,776 | $24.5B | 7.25% | |
| 6 | GOOGLALPHABET INC | 85,275 | $15.0B | 4.44% | |
| 7 | NFLXNETFLIX INC | 9,230 | $12.4B | 3.66% | |
| 8 | VVISA INC | 28,400 | $10.1B | 2.98% | |
| 9 | ACVAACV AUCTIONS INC | 570,000 | $9.2B | 2.73% | |
| 10 | GDSGDS HLDGS LTD | 287,000 | $8.8B | 2.59% | |
| 11 | NVDANVIDIA CORPORATION | 52,000 | $8.2B | 2.43% | |
| 12 | CRMSALESFORCE INC | 27,000 | $7.4B | 2.18% | |
| 13 | CARTMAPLEBEAR INC | 68,267 | $3.1B | 0.91% | |
| 14 | APPAPPLOVIN CORP | 8,100 | $2.8B | 0.84% |