StockDriftsStockDriftsTop 12 Selkirk Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 41.15% | 1.80M | $118.5M | -1.37%(-25.00K) | $5.63(+1242.34%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 19.4% | 234.5K | $55.9M | -7.31%(-18.50K) | $20.64(+1172.19%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 10.08% | 81.3K | $29.0M | -4.69%(-4.00K) | $21.05(+1537.31%) | 2026-06-30 | |
| META | META PLATFORMS INC | 8.75% | 44.8K | $25.2M | +0.00%(+0) | $196.07(+195.97%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 7.71% | 43.1K | $22.2M | -11.50%(-5.60K) | $516.25(-39.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 57.0K | $11.4M | +9.62%(+5.00K) | $57.72(+291.68%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.04% | 5.1K | $5.9M | new | $738.05(+37.50%) | 2026-06-30 | |
| FLUT | FLUTTER ENTMT PLC | 1.71% | 48.3K | $4.9M | -43.72%(-37.50K) | $194.98(-47.99%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 1.67% | 67.3K | $4.8M | -27.09%(-25.00K) | $26.29(+193.34%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 1.54% | 1.9K | $4.4M | new | $1423.11(+23.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.93% | -4.09% | -18.85% |
| Top 20 Holdings Unweighted | +22.52% | +83.92% | +0.91% | +4.65% |
Selkirk Management LLC reports $320.96M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are CVNA (41.1%), AMZN (19.4%) and GOOGL (10.1%). The top 20 holdings account for 99.42% of reported assets. Its disclosed equity book has returned +59.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Selkirk Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1565432). View Selkirk Management LLC’s 13F filings on SEC