Selkirk Management LLC Portfolio Holdings
Selkirk Management LLC
- $343 Million
- Q3 2025
Selkirk Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $343 Million distributed in 12 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $138M, Amazon Com Inc with a value of $55.6M, Meta Platforms, Inc. with a value of $32.9M, Zillow Group, Inc. with a value of $27.2M, and App Lovin Corp with a value of $21.6M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $311M to 343M.
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
$343 Million
Consumer Cyclical: $199 Million
Communication Services: $91.9 Million
Technology: $42.4 Million
Financial Services: $9.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|