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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.9B
$138 Million 40.17% of portfolio
365,220
Q4 2023 Added 11.96%
$2.39T
$55.6 Million 16.2% of portfolio
253,000
Q2 2024 Reduced 4.53%
$1.37T
$32.9 Million 9.58% of portfolio
44,750
Q4 2023 Added 38.76%
$3.96B
$27.2 Million 7.94% of portfolio
365,800
Q4 2024 Added 14.03%
$163B
$21.6 Million 6.31% of portfolio
30,100
Q3 2025 Added 271.6%
$1.65T
$20.7 Million 6.04% of portfolio
85,275
Q2 2024 Reduced 14.3%
$5.65B
$11.1 Million 3.24% of portfolio
287,000
Q4 2024 Added 82.69%
$49.1B
$11.1 Million 3.23% of portfolio
9,230
Q2 2024 Reduced 7.24%
$465B
$9.7 Million 2.83% of portfolio
52,000
Q1 2025 Added 1.96%
$533B
$9.7 Million 2.83% of portfolio
28,400
Q2 2024 Reduced 12.35%
$719M
$5.65 Million 1.65% of portfolio
570,000
Q1 2025 Added 24.73%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.89%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $343 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Selkirk Management LLC Portfolio

Follow Selkirk Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Selkirk Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Selkirk Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email