Selkirk Management LLC Portfolio Holdings

Selkirk Management LLC

  • $311 Million
  • Q2 2025

Selkirk Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $311 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 $123M, Amazon Com Inc with a value of $55.5M, Meta Platforms, Inc. with a value of $33M, Zillow Group, Inc. with a value of $25.1M, and Alphabet Inc. with a value of $15M.

Examining the 13F form we can see an increase of $71.7M in the current position value, from $239M to 311M.

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 $311 Million
Consumer Cyclical: $188 Million
Communication Services: $85.5 Million
Technology: $27.2 Million
Financial Services: $10.1 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29B
$9.25 Million 2.98% of portfolio
570,000
Q1 2025 Added 24.73%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $311 Million
  • Prior Value $239 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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