Selkirk Management LLC
Selkirk Management LLC reported 14 positions worth $321.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CVNA (36.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CVNA | SH | $118.5M | 36.94% | 1,801,100 | — | — | |
| ▸ 2 | AMZN | SH | $55.9M | 17.41% | 234,500 | — | — | |
| ▸ 3 | CVNA | PUT | $32.9M | 10.25% | 500,000 | — | — | |
| ▸ 4 | GOOGL | SH | $29.0M | 9.05% | 81,275 | — | — | |
| ▸ 5 | META | SH | $25.2M | 7.85% | 44,750 | — | — | |
| ▸ 6 | APP | SH | $22.2M | 6.92% | 43,100 | — | — | |
| ▸ 7 | NVDA | SH | $11.4M | 3.55% | 57,000 | — | — | |
| ▸ 8 | MU | SH | $5.9M | 1.83% | 5,100 | — | — | |
| ▸ 9 | FLUT | SH | $4.9M | 1.54% | 48,276 | — | — | |
| ▸ 10 | NFLX | SH | $4.8M | 1.50% | 67,300 | — | — |
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Frequently Asked Questions
What stocks does Selkirk Management LLC hold as of Q2 2026?
Selkirk Management LLC reported 14 positions worth $321.0M in its Q2 2026 13F filing. Largest positions: CVNA (36.9%), AMZN (17.4%), CVNA (10.3%), GOOGL (9.0%) and META (7.9%).
What did Selkirk Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Selkirk Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.