Filed: 5/15/2025ACC: 0001172661-25-002035
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $260.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$260.55M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
CL A$126.61M48.6%
COM$72.35M27.8%
SHS$19.00M7.3%
COM CL A$17.98M6.9%
CAP STK CL A$13.19M5.1%
SPONSORED ADS$7.27M2.8%
SPON ADS CL A$4.15M1.6%
Portfolio Concentration
Top 3$150.29M57.7%
4–10$90.51M34.7%
11–25$19.75M7.6%
Top 3 weight
57.7%
Top 10 weight
92.4%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other14
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
CARVANA CO
DFNDShares365.22K
TypeSH
Market value$76.36M
29.31%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$48.14M
18.47%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$25.79M
9.90%
Sole
44.75K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$24.46M
9.39%
Sole
365.80K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares85.78K
TypeSH
Market value$19.00M
7.29%
Sole
85.78K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$13.19M
5.06%
Sole
85.28K
Shared
0.00
None
0.00
VISA INC
DFNDShares28.40K
TypeSH
Market value$9.95M
3.82%
Sole
28.40K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares9.23K
TypeSH
Market value$8.61M
3.30%
Sole
9.23K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares570K
TypeSH
Market value$8.03M
3.08%
Sole
570K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$7.27M
2.79%
Sole
287K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares27K
TypeSH
Market value$7.25M
2.78%
Sole
27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares52K
TypeSH
Market value$5.64M
2.16%
Sole
52K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares100.88K
TypeSH
Market value$4.15M
1.59%
Sole
100.88K
Shared
0.00
None
0.00
MAPLEBEAR INC
DFNDShares68.27K
TypeSH
Market value$2.72M
1.05%
Sole
68.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $76.36M 29.31% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $48.14M 18.47% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $25.79M 9.90% | 44.75K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $24.46M 9.39% | 365.80K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 85.78K | SH | $19.00M 7.29% | 85.78K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $13.19M 5.06% | 85.28K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 28.40K | SH | $9.95M 3.82% | 28.40K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 9.23K | SH | $8.61M 3.30% | 9.23K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 570K | SH | $8.03M 3.08% | 570K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $7.27M 2.79% | 287K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 27K | SH | $7.25M 2.78% | 27K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52K | SH | $5.64M 2.16% | 52K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 100.88K | SH | $4.15M 1.59% | 100.88K | 0.00 | 0.00 |
MAPLEBEAR INCDFND | COM | 68.27K | SH | $2.72M 1.05% | 68.27K | 0.00 | 0.00 |