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Investment manager · 13F filer · SEC CIK 1565432
Selkirk Management LLC
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Reported value$288Mas of Jun 30, 2026
Positions13 4 new, 2 sold out
Top 10 weight98.0%CVNA alone is 41%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CVNACarvana Co.
41.2%
AMZNAmazon.com Inc
19.4%Trimmed −7%
GOOGLAlphabet Inc.
10.1%Trimmed −5%
METAMeta Platforms, Inc.
8.8%
APPAppLovin Corp
7.7%Trimmed −11%
NVDANVIDIA Corp
4.0%+10%
MU2.0%FLUT1.7%NFLX1.7%SNDKCRDO1.1%DRAM
CVNACarvana Co.
41.2%
AMZNAmazon.com Inc
19.4%Trimmed −7%
GOOGLAlphabet Inc.
10.1%−5%
METAMeta Platforms, Inc.
8.8%
APP7.7%NVDA4.0%MUBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVNA Carvana Co. 41.2% HeldAMZN Amazon.com Inc 19.4% Trimmed −7%GOOGL Alphabet Inc. 10.1% Trimmed −5%META Meta Platforms, Inc. 8.8% HeldAPP AppLovin Corp 7.7% Trimmed −11%NVDA NVIDIA Corp 4.0% Added +10%MU Micron Technology Inc 2.0% NewFLUT Flutter Entertainment PLC 1.7% Trimmed −44%NFLX Netflix Inc 1.7% Trimmed −27%SNDK Sandisk Corp 1.5% NewCRDO Credo Technology Group Holding Ltd 1.1% New
DRAM Roundhill ETF Trust 0.6% New
What changed
Biggest moves since Mar 31, 2026
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