Filed: 8/14/2025ACC: 0001172661-25-003276
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $338.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$338.16M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
CL A$181.15M53.6%
COM$86.53M25.6%
SHS$24.51M7.2%
COM CL A$22.16M6.6%
CAP STK CL A$15.03M4.4%
SPONSORED ADS$8.77M2.6%
Portfolio Concentration
Top 3$211.60M62.6%
4–10$105.06M31.1%
11–25$21.50M6.4%
Top 3 weight
62.6%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Sole
Full voting authority
2.25M
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$123.06M
36.39%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$55.51M
16.41%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$33.03M
9.77%
Sole
44.75K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$25.05M
7.41%
Sole
365.80K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares85.78K
TypeSH
Market value$24.51M
7.25%
Sole
85.78K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$15.03M
4.44%
Sole
85.28K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares9.23K
TypeSH
Market value$12.36M
3.66%
Sole
9.23K
Shared
0.00
None
0.00
VISA INC
DFNDShares28.40K
TypeSH
Market value$10.08M
2.98%
Sole
28.40K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares570K
TypeSH
Market value$9.25M
2.73%
Sole
570K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$8.77M
2.59%
Sole
287K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares52K
TypeSH
Market value$8.22M
2.43%
Sole
52K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares27K
TypeSH
Market value$7.36M
2.18%
Sole
27K
Shared
0.00
None
0.00
MAPLEBEAR INC
DFNDShares68.27K
TypeSH
Market value$3.09M
0.91%
Sole
68.27K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares8.10K
TypeSH
Market value$2.84M
0.84%
Sole
8.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $123.06M 36.39% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $55.51M 16.41% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $33.03M 9.77% | 44.75K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $25.05M 7.41% | 365.80K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 85.78K | SH | $24.51M 7.25% | 85.78K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $15.03M 4.44% | 85.28K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 9.23K | SH | $12.36M 3.66% | 9.23K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 28.40K | SH | $10.08M 2.98% | 28.40K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 570K | SH | $9.25M 2.73% | 570K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $8.77M 2.59% | 287K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52K | SH | $8.22M 2.43% | 52K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 27K | SH | $7.36M 2.18% | 27K | 0.00 | 0.00 |
MAPLEBEAR INCDFND | COM | 68.27K | SH | $3.09M 0.91% | 68.27K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 8.10K | SH | $2.84M 0.84% | 8.10K | 0.00 | 0.00 |