Managers / Q4 2025 · view latest →
Selkirk Management LLC
CIK 0001565432 · ONE MAIN STREET, SUITE 202, CHATHAM, NJ, 07928 · 973-701-6175
Summary
Selkirk Management LLC reported $378M in U.S.-listed holdings across 12 positions for Q4 2025.
The portfolio is heavily concentrated: CVNA alone accounts for 40.8% of reported value.
The book was largely unchanged from Q3 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 92.5% · $350M
- Other · 4.9% · $18M
- ADR · 2.6% · $10M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NFLXNETFLIX INC | ADDED | +83.1K | 92.3K | −$2M | $9M |
| ACVAACV AUCTIONS INC | ADDED | +317.0K | 887.0K | +$1M | $7M |
| VVISA INC | TRIMMED | −10.1K | 18.3K | −$3M | $6M |
| APPAPPLOVIN CORP | ADDED | +5.6K | 35.7K | +$2M | $24M |
| CVNACARVANA CO | HELD | +0 | 365.2K | +$16M | $154M |
| GOOGLALPHABET INC | HELD | +0 | 85.3K | +$6M | $27M |
| FLUTTER ENTMT PLC | HELD | +0 | 85.8K | −$3M | $18M |
| METAMETA PLATFORMS INC | HELD | +0 | 44.8K | −$3M | $30M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | CVNACARVANA COhistory → | CL A | 40.76% | $154M | 365.2K |
| 2 | AMZNAMAZON COM INChistory → | COM | 15.44% | $58M | 253.0K |
| 3 | METAMETA PLATFORMS INChistory → | CL A | 7.81% | $30M | 44.8K |
| 4 | GOOGLALPHABET INChistory → | CAP STK CL A | 7.06% | $27M | 85.3K |
| 5 | ZGZILLOW GROUP INChistory → | CL A | 6.60% | $25M | 365.8K |
| 6 | APPAPPLOVIN CORPhistory → | COM CL A | 6.36% | $24M | 35.7K |
| 7 | FLUTTER ENTMT PLC | SHS | 4.88% | $18M | 85.8K |
| 8 | GDSGDS HLDGS LTDhistory → | SPONSORED ADS | 2.65% | $10M | 287.0K |
| 9 | NVDANVIDIA CORPORATIONhistory → | COM | 2.56% | $10M | 52.0K |
| 10 | NFLXNETFLIX INChistory → | COM | 2.29% | $9M | 92.3K |
| 11 | ACVAACV AUCTIONS INChistory → | COM CL A | 1.88% | $7M | 887.0K |
| 12 | VVISA INChistory → | COM CL A | 1.70% | $6M | 18.3K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $294M | 11 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $378M | 12 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $365M | 12 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $338M | 14 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $261M | 14 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $279M | 16 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $245M | 17 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $213M | 16 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $195M | 15 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $148M | 14 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $134M | 16 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $128M | 16 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $85M | 13 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $74M | 12 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $84M | 14 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $85M | 13 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $158M | 13 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $187M | 13 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $246M | 17 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $275M | 17 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $336M | 21 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $309M | 23 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $315M | 22 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $233M | 21 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $177M | 21 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019REVEALED | $367M | 37 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $177M | 18 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $186M | 18 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $176M | 18 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $148M | 19 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Selkirk Partners, LP028-15564
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.