Selkirk Management LLC

Chatham, NJ · CIK 1565432 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$443.0m
Staff4 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $443.0m gross assets
Websiteselkirkpartners.com
Form ADV · 2026-03-16SEC adviser record

Legal entitySELKIRK MANAGEMENT, LLC (US)

Kindhedge funds, futures
Others nearbyChatham, NJ, Greenwich, CT, Portland, ME

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Chatham, NJ (main office)United States	United States	about 1
Greenwich, CTUnited States	United States	1
Portland, MEUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$288.1m reported value -2.1% vs Q1 2026

13positions

98.0%in top 10

4 new 1 added 7 reduced 2 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($32.9m notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

Selkirk Partners, LP – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	1,801,100	$118.5m41.15%	41.15%	Reduced -25.0k	-25,000 -1.4%
2	AMAZON COM INC COM AMZN	AMZN	234,500	$55.9m19.40%	19.40%	Reduced -18.5k	-18,500 -7.3%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	81,275	$29.0m10.08%	10.08%	Reduced -4.0k	-4,000 -4.7%
4	META PLATFORMS INC CL A META	META	44,750	$25.2m8.75%	8.75%	Unchanged
5	APPLOVIN CORP COM CL A APP	APP	43,100	$22.2m7.71%	7.71%	Reduced -5.6k	-5,600 -11.5%
6	NVIDIA CORPORATION COM NVDA	NVDA	57,000	$11.4m3.96%	3.96%	Added +5.0k	+5,000 9.6%
7	MICRON TECHNOLOGY INC COM MU	MU	5,100	$5.9m2.04%	2.04%	New
8	FLUTTER ENTMT PLC SHS FLUT	FLUT	48,276	$4.9m1.71%	1.71%	Reduced -37.5k	-37,500 -43.7%
9	NETFLIX INC COM NFLX	NFLX	67,300	$4.8m1.67%	1.67%	Reduced -25.0k	-25,000 -27.1%
10	SANDISK CORP COM SNDK	SNDK	1,950	$4.4m1.54%	1.54%	New
11	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	12,000	$3.3m1.13%	1.13%	New
12	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	22,000	$1.6m0.56%	0.56%	New
13	ACV AUCTIONS INC COM CL A COM CL A		112,000	$805.3k0.28%	0.28%	Reduced -775.0k	-775,000 -87.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZILLOW GROUP INC ZG	ZG	365,800	$15.1m365.8k shares
GDS HLDGS LTD GDS	GDS	287,000	$11.6m287.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
CARVANA CO CVNA · Put	CVNA	Put	500,000	$32.9m500.0k shares	New