Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Carvana COCL A | CL A | $119M | 36.9% |
| Amazon Com Inc.COM | COM | $55.9M | 17.4% |
| Carvana CO (put option)CL A | CL A | $32.9M | 10.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $29M | 9.0% |
| Meta Platforms Inc.CL A | CL A | $25.2M | 7.9% |
| Applovin Corp.COM CL A | COM CL A | $22.2M | 6.9% |
| Nvidia CorporationCOM | COM | $11.4M | 3.6% |
| Micron Technology Inc.COM | COM | $5.89M | 1.8% |
| Flutter Entmt PLCSHS | SHS | $4.93M | 1.5% |
| Netflix Inc..COM | COM | $4.81M | 1.5% |
| Sandisk Corp.COM | COM | $4.43M | 1.4% |
| Credo Technology Group HoldiORDINARY SHARES | ORDINARY SHARES | $3.26M | 1.0% |
| Roundhill ETF TrustMEMORY ETF | MEMORY ETF | $1.62M | 0.5% |
| Acv Auctions Inc.COM CL A | COM CL A | $805K | 0.3% |
- Class
- CL A
- Share
- 36.9%
- Class
- COM
- Share
- 17.4%
- Class
- CL A
- Share
- 10.3%
- Class
- CAP STK CL A
- Share
- 9.0%
- Class
- CL A
- Share
- 7.9%
- Class
- COM CL A
- Share
- 6.9%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 1.8%
- Class
- SHS
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- ORDINARY SHARES
- Share
- 1.0%
- Class
- MEMORY ETF
- Share
- 0.5%
- Class
- COM CL A
- Share
- 0.3%
The share class is shown on a wider screen.
The 14 largest of 14 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1565432
- File number
- 028-15127
- Options
- 0 call, 1 put
- In the 25 largest
- 100.0%
- Prior quarter
- $294M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 2
Common questions
What are Selkirk Management’s 13F holdings worth?
$321 million across 14 positions for the quarter ended 30 June 2026.
What is Selkirk Management’s largest 13F holding?
CARVANA CO (CL A) was the largest position at $119 million, or 36.9% of reported 13F value, as of 30 June 2026.
How concentrated is Selkirk Management’s 13F portfolio?
The ten largest positions accounted for 96.8% of reported value and the twenty-five largest for 100.0%, across 14 positions as of 30 June 2026.
Does Form 13F show everything Selkirk Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Selkirk Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.