Holdings of Selkirk Management LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 10 in 1 countries
- Top ten
- 100.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Carvana Co | 365,220 | 114.8M $ | |
| 2 | Amazon.com Inc | 253,000 | 52.7M $ | |
| 3 | Meta Platforms Inc | 44,750 | 25.6M $ | |
| 4 | Alphabet Inc | 85,275 | 24.5M $ | |
| 5 | AppLovin Corp | 48,700 | 19.4M $ | |
| 6 | Zillow Group Inc | 365,800 | 15.1M $ | |
| 7 | GDS Holdings Ltd | 287,000 | 11.6M $ | |
| 8 | NVIDIA Corp | 52,000 | 9.1M $ | |
| 9 | Netflix Inc | 92,300 | 8.9M $ | |
| 10 | ACV Auctions Inc | 887,000 | 3.8M $ |
Sector breakdown
- Consumer discretionary 58.7 %
- Communication 20.7 %
- Technology 10.0 %
- Unattributed 10.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 10 | 285.4M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Selkirk Management LLC". https://titelia.com/en/funds/US13F1565432