Selkirk Management LLC
•CIK: 1565432•Filing: Q4 2025
**Selkirk Management LLC** manages $378M across a concentrated portfolio of 12 positions. The fund exhibits significant conviction in select names, with its largest holding in CVNA at $154.1M. Further allocations include substantial exposure to AMZN ($58.4M) and META ($29.5M), alongside positions in GOOGL ($26.7M) and ZG ($25.0M). This structure suggests a focused, large-cap growth mandate utilizing high-conviction, sizable bets.
Total AUM
$378.1M
QoQ Performance
+3.6%
Positions
12
Top 10 Concentration
96.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CVNA
AMZN
META
GOOGL
ZG
APP
CVNA40.8%
AMZN15.4%
META7.8%
GOOGL7.1%
ZG6.6%
APP6.4%
FLUT4.9%
GDS2.6%
📈 Biggest Buys
📉 Biggest Sells
V
VISA INC
-35.6%
1.7% of portfolio
Sector Breakdown
Other63.1%
Technology17.4%
Consumer15.4%
Communication2.3%
Financial1.7%
Changes from Q3 2025
↑3 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023