Selkirk Management LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $443,024,794 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $309,185,387 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $198,982,952 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $163,792,592 | Pooled investment vehicles (100%) |
| Apr 2023 | $163,792,592 | Pooled investment vehicles (100%) |
| Apr 2022 to Mar 2023 | $265,830,700 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 77.6%; sector active share 75.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 66.7% | $213,086,770 |
| Communication Services | 25.4% | $81,264,106 |
| Technology | 7.8% | $24,989,182 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACVA | ACV Auctions Inc. | −775,000 | 112,000 | $805,280 | |
| FLUT | Flutter Entertainment plc | −37,500 | 48,276 | $4,932,358 | |
| NFLX | Netflix Inc | −25,000 | 67,300 | $4,805,220 | |
| AMZN | Amazon Com Inc | −18,500 | 234,500 | $55,890,730 | |
| APP | AppLovin Corp | −5,600 | 43,100 | $22,206,413 | |
| GOOGL | Alphabet Inc. | −4,000 | 81,275 | $29,045,246 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CVNA |
Carvana Co.
PUT
+ SHARES
Consumer Cyclical
|
Added | 2,301,100 | $151,458,402 | 47.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 234,500 | $55,890,730 | 17.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 81,275 | $29,045,246 | 9.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 44,750 | $25,207,227 | 7.89% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 43,100 | $22,206,413 | 6.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 57,000 | $11,405,130 | 3.57% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 5,100 | $5,886,879 | 1.84% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
Reduced | 48,276 | $4,932,358 | 1.54% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 67,300 | $4,805,220 | 1.50% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 1,950 | $4,433,773 | 1.39% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 12,000 | $3,263,400 | 1.02% | |
| ACVA |
ACV Auctions Inc.
Consumer Cyclical
|
Reduced | 112,000 | $805,280 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.