2026 Q1 Portfolio Activity
In 2026 Q1, Selkirk Management LLC maintained a portfolio of 12 distinct positions. They heavily accumulated shares in APPLOVIN CORP, increasing the position by 36.4%. Conversely, Selkirk Management LLC completely exited their position in VISA INC.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
CVNA (39.0%)
Top 10 Concentration
98.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Selkirk Management LLC Full Holdings List — 2026 Q1
| 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 | 39.03% | 40.76% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
365,220 | $114,817,864 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 17.91% | 15.44% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
253,000 | $52,692,310 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 8.70% | 7.81% |
#3
Prev: #3
|
5.5 | no change | no change |
P
S
|
44,750 | $25,602,818 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 8.34% | 7.06% |
#4
Prev: #4
|
4.8 | no change | no change |
P
S
|
85,275 | $24,521,679 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 6.59% | 6.36% |
#5
1
Prev: #6
|
5.6 | 13,000 | 36.4% |
P
S
|
48,700 | $19,382,600 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ZG
ZILLOW GROUP IN...
|
Communication Services | 5.15% | 6.60% |
#6
1
Prev: #5
|
3.1 | no change | no change |
P
S
|
365,800 | $15,140,462 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 3.93% | 2.65% |
#7
1
Prev: #8
|
2.6 | no change | no change |
P
S
|
287,000 | $11,563,230 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.08% | 2.56% |
#8
1
Prev: #9
|
2.2 | no change | no change |
P
S
|
52,000 | $9,068,800 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC.
|
ETF | 3.02% | 2.29% |
#9
1
Prev: #10
|
2.2 | no change | no change |
P
S
|
92,300 | $8,874,645 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FLUT
FLUTTER ENTMT P...
|
Consumer Cyclical | 2.97% | 4.88% |
#10
3
Prev: #7
|
2.2 | no change | no change |
P
S
|
85,776 | $8,744,864 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACVA
ACV AUCTIONS IN...
|
Consumer Cyclical | 1.28% | 1.88% |
#11
Prev: #11
|
1.5 | no change | no change |
P
S
|
887,000 | $3,760,880 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.00% | 1.70% |
Sold All 😨
(Was: #12) |
0.0 | -18,300 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-12 of 12 holdings