Filed: 11/13/2025ACC: 0001172661-25-004752
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $364.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$364.78M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
CL A$197.87M54.2%
COM$76.32M20.9%
COM CL A$36.97M10.1%
SHS$21.79M6.0%
CAP STK CL A$20.73M5.7%
SPONSORED ADS$11.11M3.0%
Portfolio Concentration
Top 3$226.19M62.0%
4–10$123.25M33.8%
11–25$15.34M4.2%
Top 3 weight
62.0%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
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
Other12
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CARVANA CO
DFNDShares365.22K
TypeSH
Market value$137.78M
37.77%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$55.55M
15.23%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$32.86M
9.01%
Sole
44.75K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$27.23M
7.46%
Sole
365.80K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares85.78K
TypeSH
Market value$21.79M
5.97%
Sole
85.78K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares30.10K
TypeSH
Market value$21.63M
5.93%
Sole
30.10K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$20.73M
5.68%
Sole
85.28K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$11.11M
3.04%
Sole
287K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares9.23K
TypeSH
Market value$11.07M
3.03%
Sole
9.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares52K
TypeSH
Market value$9.70M
2.66%
Sole
52K
Shared
0.00
None
0.00
VISA INC
DFNDShares28.40K
TypeSH
Market value$9.70M
2.66%
Sole
28.40K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares570K
TypeSH
Market value$5.65M
1.55%
Sole
570K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $137.78M 37.77% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $55.55M 15.23% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $32.86M 9.01% | 44.75K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $27.23M 7.46% | 365.80K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 85.78K | SH | $21.79M 5.97% | 85.78K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 30.10K | SH | $21.63M 5.93% | 30.10K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $20.73M 5.68% | 85.28K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $11.11M 3.04% | 287K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 9.23K | SH | $11.07M 3.03% | 9.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52K | SH | $9.70M 2.66% | 52K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 28.40K | SH | $9.70M 2.66% | 28.40K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 570K | SH | $5.65M 1.55% | 570K | 0.00 | 0.00 |