StockDriftsStockDriftsTop 11 Selkirk Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 39.03% | 365.2K | $114.8M | +0.00%(+0) | $27.93(+148.92%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 17.91% | 253.0K | $52.7M | +0.00%(+0) | $20.64(+1194.89%) | 2026-03-31 | |
| META | META PLATFORMS INC | 8.7% | 44.8K | $25.6M | +0.00%(+0) | $196.07(+215.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 8.34% | 85.3K | $24.5M | +0.00%(+0) | $21.05(+1804.98%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 6.59% | 48.7K | $19.4M | +36.41%(+13.00K) | $516.25(-6.02%) | 2026-03-31 | |
| ZG | ZILLOW GROUP INC | 5.15% | 365.8K | $15.1M | +0.00%(+0) | $49.77(-23.94%) | 2026-03-31 | |
| GDS | GDS HLDGS LTD | 3.93% | 287.0K | $11.6M | +0.00%(+0) | $42.23(+5.97%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.08% | 52.0K | $9.1M | +0.00%(+0) | $45.71(+415.78%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.02% | 92.3K | $8.9M | +0.00%(+0) | $26.29(+230.73%) | 2026-03-31 | |
| FLUT | FLUTTER ENTMT PLC | 2.97% | 85.8K | $8.7M | +0.00%(+0) | $194.98(-51.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +54.15% | +266.28% |
| Top 20 Holdings Unweighted | +49.04% | +231.07% |
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