Selkirk Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GDS HLDGS LTD(GDS) | 287,000 | 287,000 | 0 | 10,016,300 | 11,563,230 | 3.93% | +1,546,930 |
| NETFLIX INC.(NFLX) | 92,300 | 92,300 | 0 | 8,654,048 | 8,874,645 | 3.02% | +220,597 |
| NVIDIA CORPORATION(NVDA) | 52,000 | 52,000 | 0 | 9,698,000 | 9,068,800 | 3.08% | -629,200 |
| ALPHABET INC(GOOG) | 85,275 | 85,275 | 0 | 26,691,075 | 24,521,679 | 8.34% | -2,169,396 |
| ACV AUCTIONS INC(ACVA) | 887,000 | 887,000 | 0 | 7,113,740 | 3,760,880 | 1.28% | -3,352,860 |
| META PLATFORMS INC(META) | 44,750 | 44,750 | 0 | 29,539,028 | 25,602,818 | 8.70% | -3,936,210 |
| APPLOVIN CORP(APP) | 35,700 | 48,700 | +13,000 | 24,055,374 | 19,382,600 | 6.59% | -4,672,774 |
| AMAZON COM INC(AMZN) | 253,000 | 253,000 | 0 | 58,397,460 | 52,692,310 | 17.91% | -5,705,150 |
| VISA INC(V) | 18,300 | 0 | -18,300 | 6,417,993 | 0 | — | -6,417,993 |
| FLUTTER ENTMT PLC(FLUT) | 85,776 | 85,776 | 0 | 18,445,271 | 8,744,864 | 2.97% | -9,700,407 |
| ZILLOW GROUP INC(Z) | 365,800 | 365,800 | 0 | 24,958,534 | 15,140,462 | 5.15% | -9,818,072 |
| CARVANA CO(CVNA) | 365,220 | 365,220 | 0 | 154,130,144 | 114,817,864 | 39.03% | -39,312,280 |