Filed: 5/14/2026ACC: 0001172661-26-001899
📋 What this filing means
SELKIRK MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $294.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$294.17M
Total AUM (reported)
2.57M
Total Shares
Allocation by class
CL A$155.56M52.9%
COM$70.64M24.0%
CAP STK CL A$24.52M8.3%
COM CL A$23.14M7.9%
SPONSORED ADS$11.56M3.9%
SHS$8.74M3.0%
Portfolio Concentration
Top 3$193.11M65.6%
4–10$97.30M33.1%
11–25$3.76M1.3%
Top 3 weight
65.6%
Top 10 weight
98.7%
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
Other11
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
CARVANA CO
DFNDShares365.22K
TypeSH
Market value$114.82M
39.03%
Sole
365.22K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares253K
TypeSH
Market value$52.69M
17.91%
Sole
253K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares44.75K
TypeSH
Market value$25.60M
8.70%
Sole
44.75K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.28K
TypeSH
Market value$24.52M
8.34%
Sole
85.28K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares48.70K
TypeSH
Market value$19.38M
6.59%
Sole
48.70K
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares365.80K
TypeSH
Market value$15.14M
5.15%
Sole
365.80K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares287K
TypeSH
Market value$11.56M
3.93%
Sole
287K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares52K
TypeSH
Market value$9.07M
3.08%
Sole
52K
Shared
0.00
None
0.00
NETFLIX INC.
DFNDShares92.30K
TypeSH
Market value$8.87M
3.02%
Sole
92.30K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares85.78K
TypeSH
Market value$8.74M
2.97%
Sole
85.78K
Shared
0.00
None
0.00
ACV AUCTIONS INC
DFNDShares887K
TypeSH
Market value$3.76M
1.28%
Sole
887K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA CODFND | CL A | 365.22K | SH | $114.82M 39.03% | 365.22K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 253K | SH | $52.69M 17.91% | 253K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 44.75K | SH | $25.60M 8.70% | 44.75K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 85.28K | SH | $24.52M 8.34% | 85.28K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 48.70K | SH | $19.38M 6.59% | 48.70K | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 365.80K | SH | $15.14M 5.15% | 365.80K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 287K | SH | $11.56M 3.93% | 287K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52K | SH | $9.07M 3.08% | 52K | 0.00 | 0.00 |
NETFLIX INC.DFND | COM | 92.30K | SH | $8.87M 3.02% | 92.30K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 85.78K | SH | $8.74M 2.97% | 85.78K | 0.00 | 0.00 |
ACV AUCTIONS INCDFND | COM CL A | 887K | SH | $3.76M 1.28% | 887K | 0.00 | 0.00 |