Q2 2026 13F · SEC CIK 1565432
Selkirk Management LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $288.1M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +28.9%
- Assets under management
- $443.0M
Selkirk Management LLC is a hedge fund that reported 13 positions worth $288.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Carvana Co (CVNA, 41.2%), Amazon Com Inc (AMZN, 19.4%), Alphabet Inc (GOOGL, 10.1%). A portfolio copying its top holdings returned 28.9% a year over the last 3 years, against 22.3% for the S&P 500.
Selkirk Management LLC holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CVNACarvana Co | 41.2% | +393.2% | $118.5M |
| AMZNAmazon Com Inc | 19.4% | -7.3% | $55.9M |
| GOOGLAlphabet Inc | 10.1% | -4.7% | $29.0M |
| METAMeta Platforms Inc | 8.8% | +0.0% | $25.2M |
| APPApplovin Corp | 7.7% | -11.5% | $22.2M |
| NVDANvidia Corporation | 4.0% | +9.6% | $11.4M |
| MUMicron Technology Inc | 2.0% | — | $5.9M |
| FLUTFlutter Entmt PLC | 1.7% | -43.7% | $4.9M |
| NFLXNetflix Inc. | 1.7% | -27.1% | $4.8M |
| SNDKSandisk Corp | 1.5% | — | $4.4M |
| CRDOCredo Technology Group Holdi | 1.1% | — | $3.3M |
| DRAMRoundhill ETF Trust | 0.6% | — | $1.6M |
| ACVAAcv Auctions Inc | 0.3% | -87.4% | $805K |
What Selkirk Management LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- MU Micron Technology Inc2.0% of 13F
- SNDK Sandisk Corp1.5% of 13F
- CRDO Credo Technology Group Holdi1.1% of 13F
- DRAM Roundhill ETF Trust0.6% of 13F
Added to
- CVNA Carvana Co+393.2% shares
- NVDA Nvidia Corporation+9.6% shares
Reduced
- ACVA Acv Auctions Inc-87.4% shares
- FLUT Flutter Entmt PLC-43.7% shares
- NFLX Netflix Inc.-27.1% shares
- APP Applovin Corp-11.5% shares
- AMZN Amazon Com Inc-7.3% shares
Sold out
- ZG Zillow Group Incwas 5.1%
- GDS Gds Hldgs Ltdwas 3.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -11.4% /yr
- S&P 500 +11.7%
- 3 years
- +28.9% /yr
- S&P 500 +22.3%
- 5 years
- +1.8% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $288.1M | 13 |
| Q1 2026 | $294.2M | 11 |
| Q4 2025 | $378.1M | 12 |
| Q3 2025 | $364.8M | 12 |
| Q2 2025 | $338.2M | 14 |
| Q1 2025 | $260.6M | 14 |
| Q4 2024 | $278.5M | 16 |
| Q3 2024 | $244.7M | 17 |
| Q2 2024 | $213.3M | 16 |
| Q1 2024 | $194.9M | 15 |
| Q4 2023 | $147.8M | 14 |
| Q3 2023 | $134.4M | 16 |
Questions about Selkirk Management LLC's portfolio
What stocks does Selkirk Management LLC own?
Selkirk Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 13 positions worth $288.1M. The largest are Carvana Co (CVNA) at 41.2%, Amazon Com Inc (AMZN) at 19.4%, Alphabet Inc (GOOGL) at 10.1%, Meta Platforms Inc (META) at 8.8% and Applovin Corp (APP) at 7.7%.
What did Selkirk Management LLC buy last quarter?
In Q2 2026, Selkirk Management LLC added a new position in Micron Technology Inc (MU), a new position in Sandisk Corp (SNDK), a new position in Credo Technology Group Holdi (CRDO), a new position in Roundhill ETF Trust (DRAM), Carvana Co (CVNA) (+393.2% shares) and Nvidia Corporation (NVDA) (+9.6% shares), compared with its Q1 2026 filing.
What did Selkirk Management LLC sell last quarter?
In Q2 2026, Selkirk Management LLC sold all of Zillow Group Inc (ZG), sold all of Gds Hldgs Ltd (GDS), Acv Auctions Inc (ACVA) (-87.4% shares), Flutter Entmt PLC (FLUT) (-43.7% shares) and Netflix Inc. (NFLX) (-27.1% shares), compared with its Q1 2026 filing.
How has Selkirk Management LLC's portfolio performed?
A portfolio copying Selkirk Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -11.4% against +11.7%. Over 5 years: +1.8% a year against +10.6%.
When is Selkirk Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Selkirk Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Selkirk Management LLC manage?
Selkirk Management LLC reported $443.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $288.1M.