Selkirk Management LLC

Q3 2025 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
12
Total value ($000)
$364,785
Net value change ($000)
+26,628 (7.9%)
New positions
0
Sold out positions
2
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APP 18,792 662.6%
CVNA 14,711 12.0%
GOOGL 5,702 37.9%
GDS 2,333 26.6%
ZG 2,176 8.7%
NVDA 1,487 18.1%
AMZN 45 0.1%
Top Reduces (Value $000, Stocks/ETFs)
CRM -7,363 -100.0%
ACVA -3,596 -38.9%
CART -3,088 -100.0%
FLUT -2,724 -11.1%
NFLX -1,294 -10.5%
V -388 -3.8%
META -166 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type