Selkirk Management LLC Long-Term Concentrated

Location: Chatham, NJ

CIK: 0001565432 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $321M (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (5)

CVNA CARVANA CO 10.3%

Value $32.91M Shares 500,000 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 1.8%

Value $5.887M Shares 5,100 Est. Cost — Unrealized —

SNDK SANDISK CORP 1.4%

Value $4.434M Shares 1,950 Est. Cost — Unrealized —

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.0%

Value $3.263M Shares 12,000 Est. Cost — Unrealized —

DRAM ROUNDHILL ETF TRUST 0.5%

Value $1.625M Shares 22,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	500,000	$32.91M	10.3%	—	—	PUT	146869102
MU	MICRON TECHNOLOGY INC	5,100	$5.887M	1.8%	—	—	COM	595112103
SNDK	SANDISK CORP	1,950	$4.434M	1.4%	—	—	COM	80004C200
CRDO	CREDO TECHNOLOGY GROUP HOLDI	12,000	$3.263M	1.0%	—	—	ORDINARY SHARES	G25457105
DRAM	ROUNDHILL ETF TRUST	22,000	$1.625M	0.5%	—	—	MEMORY ETF	77926X320

Increased Positions (2)

CVNA CARVANA CO 36.9%

Value $119M (+3.2%) Shares 1,801,100 (+393.2%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 3.6%

Value $11.41M (+25.8%) Shares 57,000 (+9.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	1,801,100 (+393.2%)	$119M (+3.2%)	36.9%	—	—	CL A	146869102
NVDA	NVIDIA CORPORATION	57,000 (+9.6%)	$11.41M (+25.8%)	3.6%	—	—	COM	67066G104

Exited Positions (2)

ZG ZILLOW GROUP INC 4.7%

Value $15.14M Shares 365,800 Est. Cost — Unrealized —

GDS GDS HLDGS LTD 3.6%

Value $11.56M Shares 287,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ZG	ZILLOW GROUP INC	365,800	$15.14M	4.7%	—	—	—	98954M101
GDS	GDS HLDGS LTD	287,000	$11.56M	3.6%	—	—	—	36165L108

Decreased Positions (6)

GOOGL ALPHABET INC 9.0%

Value $29.05M (+18.4%) Shares 81,275 (-4.7%) Est. Cost — Unrealized —

NFLX NETFLIX INC. 1.5%

Value $4.805M (-45.9%) Shares 67,300 (-27.1%) Est. Cost — Unrealized —

FLUT FLUTTER ENTMT PLC 1.5%

Value $4.932M (-43.6%) Shares 48,276 (-43.7%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 17.4%

Value $55.89M (+6.1%) Shares 234,500 (-7.3%) Est. Cost — Unrealized —

ACVA ACV AUCTIONS INC 0.3%

Value $805K (-78.6%) Shares 112,000 (-87.4%) Est. Cost — Unrealized —

APP APPLOVIN CORP 6.9%

Value $22.21M (+14.6%) Shares 43,100 (-11.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	81,275 (-4.7%)	$29.05M (+18.4%)	9.0%	—	—	CAP STK CL A	02079K305
NFLX	NETFLIX INC.	67,300 (-27.1%)	$4.805M (-45.9%)	1.5%	—	—	COM	64110L106
FLUT	FLUTTER ENTMT PLC	48,276 (-43.7%)	$4.932M (-43.6%)	1.5%	—	—	SHS	G3643J108
AMZN	AMAZON COM INC	234,500 (-7.3%)	$55.89M (+6.1%)	17.4%	—	—	COM	023135106
ACVA	ACV AUCTIONS INC	112,000 (-87.4%)	$805K (-78.6%)	0.3%	—	—	COM CL A	00091G104
APP	APPLOVIN CORP	43,100 (-11.5%)	$22.21M (+14.6%)	6.9%	—	—	COM CL A	03831W108

Unchanged Positions (1)

META META PLATFORMS INC 7.9%

Value $25.21M Shares 44,750 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	44,750	$25.21M	7.9%	—	—	CL A	30303M102