Filed: 2/17/2026ACC: 0001172661-26-000860
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $378.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$378.12M
Total AUM (reported)
2.57M
Total Shares
Allocation by class
CL A$208.63M55.2%
COM$76.75M20.3%
COM CL A$37.59M9.9%
CAP STK CL A$26.69M7.1%
SHS$18.45M4.9%
SPONSORED ADS$10.02M2.6%
Portfolio Concentration
Top 3$242.07M64.0%
4–10$122.52M32.4%
11–25$13.53M3.6%
Top 3 weight
64.0%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Sole
Full voting authority
2.57M
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$154.13M
40.76%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$58.40M
15.44%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$29.54M
7.81%
Sole
44.75K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$26.69M
7.06%
Sole
85.28K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$24.96M
6.60%
Sole
365.80K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares35.70K
TypeSH
Market value$24.06M
6.36%
Sole
35.70K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares85.78K
TypeSH
Market value$18.45M
4.88%
Sole
85.78K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$10.02M
2.65%
Sole
287K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares52K
TypeSH
Market value$9.70M
2.56%
Sole
52K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares92.30K
TypeSH
Market value$8.65M
2.29%
Sole
92.30K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares887K
TypeSH
Market value$7.11M
1.88%
Sole
887K
Shared
0.00
None
0.00
VISA INC
DFNDShares18.30K
TypeSH
Market value$6.42M
1.70%
Sole
18.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $154.13M 40.76% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $58.40M 15.44% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $29.54M 7.81% | 44.75K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $26.69M 7.06% | 85.28K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $24.96M 6.60% | 365.80K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 35.70K | SH | $24.06M 6.36% | 35.70K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 85.78K | SH | $18.45M 4.88% | 85.78K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $10.02M 2.65% | 287K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52K | SH | $9.70M 2.56% | 52K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 92.30K | SH | $8.65M 2.29% | 92.30K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 887K | SH | $7.11M 1.88% | 887K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 18.30K | SH | $6.42M 1.70% | 18.30K | 0.00 | 0.00 |