Selkirk Management LLC Portfolio Holdings
Q3 2025•12 long positions•$364.8M portfolio value
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Holding14 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $137.8M 37.77% | — | 0.264% 365.2K shares | — | — | $52.1B Large Cap | Q3 2018 Held for 7y 2m | |
Specialty Retail Consumer Cyclical | $55.6M 15.23% | — | 0.002% 253.0K shares | — | — | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $32.9M 9.01% | — | 0.002% 44.8K shares | — | — | $1.84T Mega Cap | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $27.2M 7.46% | — | 0.151% 365.8K shares | — | — | $18.0B Large Cap | Q4 2014 Held for 10y 11m | |
Gambling, Resorts & Casinos Consumer Cyclical | $21.8M 5.97% | — | 0.048% 85.8K shares | — | — | $45.0B Large Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $21.6M 5.93% | +$15.8M Bought | 0.009% 30.1K shares | 8.1K → 30.1K +$15.8M | +271.6% | $243.05B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $20.7M 5.68% | — | 0.001% 85.3K shares | — | — | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $11.1M 3.04% | — | — 287.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $11.1M 3.03% | — | 0.002% 9.2K shares | — | — | $509.45B Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $9.7M 2.66% | — | 0.0% 52.0K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $9.7M 2.66% | — | 0.001% 28.4K shares | — | — | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Dealerships Consumer Cyclical | $5.6M 1.55% | — | 0.331% 570.0K shares | — | — | $1.7B Small Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | - — | -$3.1M Sold | — - shares | 68.3K → 0 −$3.1M | Sold | — — | Q2 2024 Held for 1y 5m | |
Software - Application Technology | - — | -$7.4M Sold | — - shares | 27.0K → 0 −$7.4M | Sold | $259.24B Mega Cap | Q1 2023 Held for 2y 8m |
