Selkirk Management LLC Long-Term Concentrated

CIK: 0001565432 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $364,785 (100.0% shares, 0.0% debt)

Holdings (12)

CVNA CARVANA CO 37.8%

Value ($000) $137,776 Shares 365,220 Est. Cost $25.28 Unrealized +1314.3%

AMZN AMAZON COM INC 15.2%

Value ($000) $55,551 Shares 253,000 Est. Cost $119.93 Unrealized +88.7%

META META PLATFORMS INC 9.0%

Value ($000) $32,864 Shares 44,750 Est. Cost $199.56 Unrealized +272.4%

ZG ZILLOW GROUP INC 7.5%

Value ($000) $27,230 Shares 365,800 Est. Cost $42.33 Unrealized +86.0%

FLUT FLUTTER ENTMT PLC 6.0%

Value ($000) $21,787 Shares 85,776 Est. Cost $208.37 Unrealized +40.5%

APP APPLOVIN CORP 5.9%

Value ($000) $21,628 Shares 30,100 Est. Cost $424.29 Unrealized +8.7%

GOOGL ALPHABET INC 5.7%

Value ($000) $20,730 Shares 85,275 Est. Cost $107.76 Unrealized +94.1%

GDS GDS HLDGS LTD 3.0%

Value ($000) $11,107 Shares 287,000 Est. Cost $42.41 Unrealized —

NFLX NETFLIX INC 3.0%

Value ($000) $11,066 Shares 9,230 Est. Cost $26.96 Unrealized +352.8%

NVDA NVIDIA CORPORATION 2.7%

Value ($000) $9,702 Shares 52,000 Est. Cost $95.93 Unrealized +81.7%

V VISA INC 2.7%

Value ($000) $9,695 Shares 28,400 Est. Cost $55.97 Unrealized +516.7%

ACVA ACV AUCTIONS INC 1.5%

Value ($000) $5,649 Shares 570,000 Est. Cost $14.93 Unrealized -14.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	365,220	$137,776	37.8%	$25.28	+1314.3%	CL A	146869102
AMZN	AMAZON COM INC	253,000	$55,551	15.2%	$119.93	+88.7%	COM	023135106
META	META PLATFORMS INC	44,750	$32,864	9.0%	$199.56	+272.4%	CL A	30303M102
ZG	ZILLOW GROUP INC	365,800	$27,230	7.5%	$42.33	+86.0%	CL A	98954M101
FLUT	FLUTTER ENTMT PLC	85,776	$21,787	6.0%	$208.37	+40.5%	SHS	G3643J108
APP	APPLOVIN CORP	30,100	$21,628	5.9%	$424.29	+8.7%	COM CL A	03831W108
GOOGL	ALPHABET INC	85,275	$20,730	5.7%	$107.76	+94.1%	CAP STK CL A	02079K305
GDS	GDS HLDGS LTD	287,000	$11,107	3.0%	$42.41	—	SPONSORED ADS	36165L108
NFLX	NETFLIX INC	9,230	$11,066	3.0%	$26.96	+352.8%	COM	64110L106
NVDA	NVIDIA CORPORATION	52,000	$9,702	2.7%	$95.93	+81.7%	COM	67066G104
V	VISA INC	28,400	$9,695	2.7%	$55.97	+516.7%	COM CL A	92826C839
ACVA	ACV AUCTIONS INC	570,000	$5,649	1.5%	$14.93	-14.2%	COM CL A	00091G104