Holdings of Selkirk Management LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 58.7 %
- Communication 20.7 %
- Technology 10.0 %
- Unattributed 10.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.9 %
- KY 4.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 9 | 273.9M $ | 95.95 % |
| 2 | KY | 1 | 11.6M $ | 4.05 % |
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 $ |