Selkirk Management LLC Long-Term Concentrated

Location: Chatham, NJ

CIK: 0001565432 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $294,170 (100.0% shares, 0.0% debt)

Holdings (11)

Increased Positions (1)

APP APPLOVIN CORP 6.6%

Value ($000) $19,383 (-19.4%) Shares 48,700 (+36.4%) Est. Cost $470.07 Unrealized +7.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
APP	APPLOVIN CORP	48,700 (+36.4%)	$19,383 (-19.4%)	6.6%	$470.07	+7.9%	COM CL A	03831W108

Exited Positions (1)

V VISA INC 2.2%

Value ($000) $6,418 Shares 18,300 Est. Cost $55.97 Unrealized +488.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
V	VISA INC	18,300	$6,418	2.2%	$55.97	+488.2%	—	92826C839

Unchanged Positions (10)

CVNA CARVANA CO 39.0%

Value ($000) $114,818 Shares 365,220 Est. Cost $25.28 Unrealized +1515.5%

ZG ZILLOW GROUP INC 5.1%

Value ($000) $15,140 Shares 365,800 Est. Cost $42.33 Unrealized +37.6%

FLUT FLUTTER ENTMT PLC 3.0%

Value ($000) $8,745 Shares 85,776 Est. Cost $208.37 Unrealized -20.1%

AMZN AMAZON COM INC 17.9%

Value ($000) $52,692 Shares 253,000 Est. Cost $119.93 Unrealized +89.1%

META META PLATFORMS INC 8.7%

Value ($000) $25,603 Shares 44,750 Est. Cost $199.56 Unrealized +228.5%

ACVA ACV AUCTIONS INC 1.3%

Value ($000) $3,761 Shares 887,000 Est. Cost $12.48 Unrealized -38.6%

GOOGL ALPHABET INC 8.3%

Value ($000) $24,522 Shares 85,275 Est. Cost $107.76 Unrealized +200.0%

GDS GDS HLDGS LTD 3.9%

Value ($000) $11,563 Shares 287,000 Est. Cost $42.41 Unrealized —

NVDA NVIDIA CORPORATION 3.1%

Value ($000) $9,069 Shares 52,000 Est. Cost $95.93 Unrealized +94.6%

NFLX NETFLIX INC. 3.0%

Value ($000) $8,875 Shares 92,300 Est. Cost $99.72 Unrealized -15.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	365,220	$114,818	39.0%	$25.28	+1515.5%	CL A	146869102
ZG	ZILLOW GROUP INC	365,800	$15,140	5.1%	$42.33	+37.6%	CL A	98954M101
FLUT	FLUTTER ENTMT PLC	85,776	$8,745	3.0%	$208.37	-20.1%	SHS	G3643J108
AMZN	AMAZON COM INC	253,000	$52,692	17.9%	$119.93	+89.1%	COM	023135106
META	META PLATFORMS INC	44,750	$25,603	8.7%	$199.56	+228.5%	CL A	30303M102
ACVA	ACV AUCTIONS INC	887,000	$3,761	1.3%	$12.48	-38.6%	COM CL A	00091G104
GOOGL	ALPHABET INC	85,275	$24,522	8.3%	$107.76	+200.0%	CAP STK CL A	02079K305
GDS	GDS HLDGS LTD	287,000	$11,563	3.9%	$42.41	—	SPONSORED ADS	36165L108
NVDA	NVIDIA CORPORATION	52,000	$9,069	3.1%	$95.93	+94.6%	COM	67066G104
NFLX	NETFLIX INC.	92,300	$8,875	3.0%	$99.72	-15.9%	COM	64110L106