Selkirk Management LLC

Q2 2026 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$320,965
Net value change ($000)
+26,795 (9.1%)
New positions
4
Sold out positions
2
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 5,887 NEW
GOOGL 4,523 18.4%
SNDK 4,434 NEW
CVNA 3,730 3.2%
CRDO 3,263 NEW
AMZN 3,199 6.1%
APP 2,823 14.6%
NVDA 2,336 25.8%
ROUNDHILL ETF TRUST 1,625 NEW
Top Reduces (Value $000, Stocks/ETFs)
ZG -15,140 -100.0%
GDS -11,563 -100.0%
NFLX -4,070 -45.9%
FLUT -3,813 -43.6%
ACVA -2,956 -78.6%
META -396 -1.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 32,910 (10.3% of total reported value)
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