Selkirk Management LLC Long-Term Concentrated

CIK: 0001565432 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $338,157 (100.0% shares, 0.0% debt)

Holdings (14)

CVNA CARVANA CO 36.4%

Value ($000) $123,065 Shares 365,220 Est. Cost $25.28 Unrealized +984.4%

AMZN AMAZON COM INC 16.4%

Value ($000) $55,506 Shares 253,000 Est. Cost $119.93 Unrealized +65.0%

META META PLATFORMS INC 9.8%

Value ($000) $33,030 Shares 44,750 Est. Cost $199.56 Unrealized +209.0%

ZG ZILLOW GROUP INC 7.4%

Value ($000) $25,054 Shares 365,800 Est. Cost $42.33 Unrealized +56.5%

FLUT FLUTTER ENTMT PLC 7.2%

Value ($000) $24,511 Shares 85,776 Est. Cost $208.37 Unrealized +17.8%

GOOGL ALPHABET INC 4.4%

Value ($000) $15,028 Shares 85,275 Est. Cost $107.76 Unrealized +51.5%

NFLX NETFLIX INC 3.7%

Value ($000) $12,360 Shares 9,230 Est. Cost $26.96 Unrealized +319.4%

V VISA INC 3.0%

Value ($000) $10,083 Shares 28,400 Est. Cost $55.97 Unrealized +520.0%

ACVA ACV AUCTIONS INC 2.7%

Value ($000) $9,245 Shares 570,000 Est. Cost $14.93 Unrealized +4.2%

GDS GDS HLDGS LTD 2.6%

Value ($000) $8,774 Shares 287,000 Est. Cost $42.41 Unrealized —

NVDA NVIDIA CORPORATION 2.4%

Value ($000) $8,215 Shares 52,000 Est. Cost $95.93 Unrealized +31.2%

CRM SALESFORCE INC 2.2%

Value ($000) $7,363 Shares 27,000 Est. Cost $179.77 Unrealized +48.0%

CART MAPLEBEAR INC 0.9%

Value ($000) $3,088 Shares 68,267 Est. Cost $34.42 Unrealized +26.3%

APP APPLOVIN CORP 0.8%

Value ($000) $2,836 Shares 8,100 Est. Cost $324.21 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	365,220	$123,065	36.4%	$25.28	+984.4%	CL A	146869102
AMZN	AMAZON COM INC	253,000	$55,506	16.4%	$119.93	+65.0%	COM	023135106
META	META PLATFORMS INC	44,750	$33,030	9.8%	$199.56	+209.0%	CL A	30303M102
ZG	ZILLOW GROUP INC	365,800	$25,054	7.4%	$42.33	+56.5%	CL A	98954M101
FLUT	FLUTTER ENTMT PLC	85,776	$24,511	7.2%	$208.37	+17.8%	SHS	G3643J108
GOOGL	ALPHABET INC	85,275	$15,028	4.4%	$107.76	+51.5%	CAP STK CL A	02079K305
NFLX	NETFLIX INC	9,230	$12,360	3.7%	$26.96	+319.4%	COM	64110L106
V	VISA INC	28,400	$10,083	3.0%	$55.97	+520.0%	COM CL A	92826C839
ACVA	ACV AUCTIONS INC	570,000	$9,245	2.7%	$14.93	+4.2%	COM CL A	00091G104
GDS	GDS HLDGS LTD	287,000	$8,774	2.6%	$42.41	—	SPONSORED ADS	36165L108
NVDA	NVIDIA CORPORATION	52,000	$8,215	2.4%	$95.93	+31.2%	COM	67066G104
CRM	SALESFORCE INC	27,000	$7,363	2.2%	$179.77	+48.0%	COM	79466L302
CART	MAPLEBEAR INC	68,267	$3,088	0.9%	$34.42	+26.3%	COM	565394103
APP	APPLOVIN CORP	8,100	$2,836	0.8%	$324.21	0.0%	COM CL A	03831W108