Selkirk Management LLC

Q1 2026 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$294,170
Net value change ($000)
-83,947 (-22.2%)
New positions
0
Sold out positions
1
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GDS 1,547 15.4%
NFLX 221 2.6%
Top Reduces (Value $000, Stocks/ETFs)
CVNA -39,312 -25.5%
ZG -9,819 -39.3%
FLUT -9,700 -52.6%
V -6,418 -100.0%
AMZN -5,705 -9.8%
APP -4,672 -19.4%
META -3,936 -13.3%
ACVA -3,353 -47.1%
GOOGL -2,169 -8.1%
NVDA -629 -6.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type