2026 Q2 Portfolio Activity
In 2026 Q2, Selkirk Management LLC maintained a portfolio of 16 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 1.83% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 9.6%. Conversely, Selkirk Management LLC completely exited their position in ZILLOW GROUP INC.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
CVNA (36.9%)
Top 10 Concentration
96.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Selkirk Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVNA
CARVANA CO
|
Consumer Cyclical | 36.94% | 39.03% |
#1
Prev: #1
|
9.0 |
—
|
1,435,880 | 393.2% |
P
S
|
1,801,100 | $118,548,402 |
$51.32
+39.4%
|
2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 17.41% | 17.91% |
#2
Prev: #2
|
6.0 |
—
|
-18,500 | -7.3% |
P
S
|
234,500 | $55,890,730 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
PUT
CARVANA CO
|
PUT Option | 10.25% | — |
#3
Prev: #—
|
8.5 |
—
|
500,000 | — |
NEW
|
500,000 | $32,910,000 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.05% | 8.34% |
#4
Prev: #4
|
4.6 |
—
|
-4,000 | -4.7% |
P
S
|
81,275 | $29,045,247 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.85% | 8.70% |
#5
2
Prev: #3
|
4.6 |
—
|
no change | no change |
P
S
|
44,750 | $25,207,228 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 6.92% | 6.59% |
#6
1
Prev: #5
|
3.3 |
—
|
-5,600 | -11.5% |
P
S
|
43,100 | $22,206,413 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.55% | 3.08% |
#7
1
Prev: #8
|
3.4 |
—
|
5,000 | 9.6% |
P
S
|
57,000 | $11,405,130 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.83% | — |
#8
Prev: #—
|
4.2 |
—
|
5,100 | — |
NEW
|
5,100 | $5,886,879 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FLUT
FLUTTER ENTMT P...
|
Consumer Cyclical | 1.54% | 2.97% |
#9
1
Prev: #10
|
0.6 |
—
|
-37,500 | -43.7% |
P
S
|
48,276 | $4,932,360 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.50% | 3.02% |
#10
1
Prev: #9
|
0.6 |
—
|
-25,000 | -27.1% |
P
S
|
67,300 | $4,805,220 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDK
SANDISK CORP
|
Technology | 1.38% | — |
#11
Prev: #—
|
4.1 |
—
|
1,950 | — |
NEW
|
1,950 | $4,433,774 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 1.02% | — |
#12
Prev: #—
|
3.9 |
—
|
12,000 | — |
NEW
|
12,000 | $3,263,400 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ROUNDHILL ETF T...
|
|
ETF | 0.51% | — |
#13
Prev: #—
|
3.7 |
—
|
22,000 | — |
NEW
|
22,000 | $1,624,700 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ACVA
ACV AUCTIONS IN...
|
Consumer Cyclical | 0.25% | 1.28% |
#14
3
Prev: #11
|
0.1 |
—
|
-775,000 | -87.4% |
P
S
|
112,000 | $805,280 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 0.00% | 3.93% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-287,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZG
ZILLOW GROUP IN...
|
Communication Services | 0.00% | 5.15% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-365,800 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-16 of 16 holdings