Selkirk Management LLC Portfolio Holdings

Selkirk Management LLC

  • $239 Million
  • Q1 2025

Selkirk Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $76.4M, Amazon Com Inc with a value of $48.1M, Meta Platforms, Inc. with a value of $25.8M, Zillow Group, Inc. with a value of $24.5M, and Alphabet Inc. with a value of $13.2M.

Examining the 13F form we can see an decrease of $16.7M in the current position value, from $256M to 239M.

Selkirk Management LLC is based out at Chatham, NJ

Below you can find more details about Selkirk Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
Consumer Cyclical: $137 Million
Communication Services: $72 Million
Technology: $20.1 Million
Financial Services: $9.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.6B
$76.4 Million 31.97% of portfolio
365,220
Q4 2023 Added 11.96%
$2.09T
$48.1 Million 20.16% of portfolio
253,000
Q2 2024 Reduced 4.53%
$1.45T
$25.8 Million 10.8% of portfolio
44,750
Q4 2023 Added 38.76%
$3.9B
$24.5 Million 10.24% of portfolio
365,800
Q4 2024 Added 14.03%
$1.03T
$13.2 Million 5.52% of portfolio
85,275
Q2 2024 Reduced 14.3%
$597B
$9.95 Million 4.17% of portfolio
28,400
Q2 2024 Reduced 12.35%
$537B
$8.61 Million 3.6% of portfolio
9,230
Q2 2024 Reduced 7.24%
$1.93B
$8.03 Million 3.36% of portfolio
570,000
Q1 2025 Added 24.73%
$4.51B
$7.27 Million 3.04% of portfolio
287,000
Q4 2024 Added 82.69%
$265B
$7.25 Million 3.03% of portfolio
27,000
Q2 2023 Added 58.82%
$337B
$5.64 Million 2.36% of portfolio
52,000
Q1 2025 Added 1.96%
$50.6B
$4.15 Million 1.74% of portfolio
100,881
Q4 2024 Reduced 12.94%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.89%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $239 Million
  • Prior Value $256 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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