Selkirk Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 8,100 | 30,100 | +22,000 | 2,835,648 | 21,628,054 | 5.93% | +18,792,406 |
| CARVANA CO(CVNA) | 365,220 | 365,220 | 0 | 123,064,531 | 137,775,593 | 37.77% | +14,711,062 |
| ALPHABET INC(GOOG) | 85,275 | 85,275 | 0 | 15,028,013 | 20,730,353 | 5.68% | +5,702,340 |
| GDS HLDGS LTD(GDS) | 287,000 | 287,000 | 0 | 8,773,590 | 11,106,900 | 3.04% | +2,333,310 |
| ZILLOW GROUP INC(Z) | 365,800 | 365,800 | 0 | 25,053,642 | 27,230,152 | 7.46% | +2,176,510 |
| NVIDIA CORPORATION(NVDA) | 52,000 | 52,000 | 0 | 8,215,480 | 9,702,160 | 2.66% | +1,486,680 |
| AMAZON COM INC(AMZN) | 253,000 | 253,000 | 0 | 55,505,670 | 55,551,210 | 15.23% | +45,540 |
| META PLATFORMS INC(META) | 44,750 | 44,750 | 0 | 33,029,528 | 32,863,505 | 9.01% | -166,023 |
| VISA INC(V) | 28,400 | 28,400 | 0 | 10,083,420 | 9,695,192 | 2.66% | -388,228 |
| NETFLIX INC(NFLX) | 9,230 | 9,230 | 0 | 12,360,170 | 11,066,032 | 3.03% | -1,294,138 |
| FLUTTER ENTMT PLC(FLUT) | 85,776 | 85,776 | 0 | 24,511,350 | 21,787,104 | 5.97% | -2,724,246 |
| MAPLEBEAR INC(CART) | 68,267 | 0 | -68,267 | 3,088,399 | 0 | — | -3,088,399 |
| ACV AUCTIONS INC(ACVA) | 570,000 | 570,000 | 0 | 9,245,400 | 5,648,700 | 1.55% | -3,596,700 |
| SALESFORCE INC(CRM) | 27,000 | 0 | -27,000 | 7,362,630 | 0 | — | -7,362,630 |