Selkirk Management
Selkirk Management reported 13 stocks worth $288M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (41.1%), AMZN (19.4%) and GOOGL (10.1%). Compared with Q1 2026, the fund opened new positions in MU, SNDK and CRDO, added to CVNA and NVDA, trimmed AMZN, GOOGL and APP and sold out of ZG and GDS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CVNA Carvana Co | $119M | 41.1% | 1.8M | +1.4M (+393%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $55.9M | 19.4% | 235K | −19K (−7%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $29M | 10.1% | 81K | −4,000 (−5%) | 8 of 8 | |
| 4 |  META Meta Platforms Inc | $25.2M | 8.8% | 45K | No change | 8 of 8 | |
| 5 |  APP Applovin Corp | $22.2M | 7.7% | 43K | −5,600 (−11%) | 5 of 8 | |
| 6 |  NVDA Nvidia Corporation | $11.4M | 4.0% | 57K | +5,000 (+10%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $5.9M | 2.0% | 5,100 | New position | 1 of 8 | |
| 8 |  FLUT Flutter Entmt PLC | $4.9M | 1.7% | 48K | −38K (−44%) | 8 of 8 | |
| 9 |  NFLX Netflix Inc | $4.8M | 1.7% | 67K | −25K (−27%) | 8 of 8 | |
| 10 |  SNDK Sandisk Corp | $4.4M | 1.5% | 1,950 | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
CVNA Carvana Co | Put | $32.9M | 500K | +500,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Selkirk Management 13F FAQ
What does Selkirk Management own?
Selkirk Management reported 13 stocks worth $288M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (41.1%), AMZN (19.4%) and GOOGL (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Selkirk Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 2 added to, 6 trimmed and 2 sold out. New positions include MU, SNDK and CRDO. It sold all of ZG and GDS.
When will Selkirk Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Selkirk Management's portfolio worth?
The Q2 2026 filing reports $288M in US stocks ($321M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.