13F Filings History of Selkirk Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$378,116,967
Signature - Title
Jed Bowen - CFO/CCO
Location
Chatham, NJ
Summary
This page shows a list of all the recent 13F filings made by Selkirk Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Selkirk Management LLC reported 12 stock holdings with total value $378,116,967 as of Q4 2025. Top holdings included CVNA, AMZN, META, GOOGL, and ZG.

Notify me when Selkirk Management LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $378,116,967 +$14,104,375 -$3,542,171 +$10,562,204 CVNA, AMZN, META, GOOGL, ZG 13F-HR 17 Feb 2026, 09:22
Q3 2025 12 $364,784,955 +$15,807,880 -$10,451,029 +$5,356,851 CVNA, AMZN, META, ZG, FLUT 13F-HR 13 Nov 2025, 12:52
Q2 2025 14 $338,157,471 +$2,835,648 -$4,148,227 -$1,312,579 CVNA, AMZN, META, ZG, FLUT 13F-HR 14 Aug 2025, 08:58
Q1 2025 14 $260,550,279 +$3,251,400 -$4,020,510 -$769,110 CVNA, AMZN, META, ZG, FLUT 13F-HR 15 May 2025, 10:16
Q4 2024 16 $278,511,640 +$6,274,674 -$2,843,670 +$3,431,004 CVNA, AMZN, META, ZG, FLUT 13F-HR 14 Feb 2025, 07:32
Q3 2024 17 $244,685,917 +$2,384,093 -$2,625,280 -$241,187 CVNA, AMZN, META, ZG, FLUT 13F-HR 14 Nov 2024, 08:30
Q2 2024 16 $213,302,899 +$11,796,579 -$7,942,264 +$3,854,315 AMZN, CVNA, META, GOOGL, ZG 13F-HR 14 Aug 2024, 11:20
Q1 2024 15 $194,855,569 +$13,582,572 $0 +$13,582,572 AMZN, CVNA, META, GOOGL, FLUT 13F-HR 15 May 2024, 09:28
Q4 2023 14 $147,842,865 +$14,555,205 -$22,364,520 -$7,809,315 AMZN, CVNA, META, GOOGL, ZG 13F-HR 14 Feb 2024, 09:10
Q3 2023 16 $134,409,205 +$14,750,600 $0 +$14,750,600 AMZN, GOOGL, QQQ, CVNA, META 13F-HR 14 Nov 2023, 11:31
Q2 2023 15 $117,936,990 +$22,667,140 -$3,967,524 +$18,699,616 AMZN, GOOGL, META, ZG, V 13F-HR 14 Aug 2023, 10:41
Q1 2023 13 $84,820,036 +$8,160,558 -$8,616,937 -$456,379 AMZN, GOOGL, V, META, ZG 13F-HR 15 May 2023, 12:36
Q4 2022 12 $73,698,124 +$2,062 -$2,806,777 -$2,804,715 AMZN, GOOGL, V, JD, CHGG 13F-HR 14 Feb 2023, 10:17
Q3 2022 13 $82,934,000 +$14,068,689 $0 +$14,068,689 AMZN, GOOGL, V, META, JD 13F-HR 14 Nov 2022, 14:17
Q2 2022 13 $85,110,000 +$28,252,050 -$23,768,532 +$4,483,518 AMZN, GOOGL, V, JD, CHGG 13F-HR 15 Aug 2022, 10:18
Q1 2022 13 $158,365,000 $0 -$1,089,340 -$1,089,340 AMZN, GOOGL, CHGG, Z, CVNA 13F-HR 13 May 2022, 10:04
Q4 2021 13 $187,008,000 +$9,968,431 -$36,177,855 -$26,209,424 AMZN, CVNA, GOOGL, Z, META 13F-HR 14 Feb 2022, 15:07
Q3 2021 17 $245,528,000 +$2,434,273 -$2,146,577 +$287,696 CVNA, AMZN, CHGG, GOOGL, Z 13F-HR 15 Nov 2021, 16:05
Q2 2021 17 $275,107,000 +$825,021 -$47,716,328 -$46,891,307 CVNA, AMZN, CHGG, Z, ZG 13F-HR 13 Aug 2021, 21:59
Q1 2021 20 $304,284,000 +$11,855,255 -$11,186,596 +$668,659 CVNA, AMZN, Z, CHGG, ZG 13F-HR 17 May 2021, 07:48
Q4 2020 22 $308,294,000 +$4,229,226 -$9,121,845 -$4,892,619 AMZN, CVNA, Z, CHGG, ZG 13F-HR 16 Feb 2021, 09:12
Q3 2020 21 $287,007,000 +$2,782,188 -$2,417,369 +$364,819 AMZN, CVNA, Z, CHGG, BABA 13F-HR 16 Nov 2020, 09:12
Q2 2020 21 $233,083,000 +$13,305,056 -$21,337,786 -$8,032,730 AMZN, CVNA, CHGG, BABA, Z 13F-HR 14 Aug 2020, 11:11
Q1 2020 21 $177,222,000 +$9,336,085 -$22,854,000 -$13,517,915 AMZN, BABA, EQIX, CHGG, CHTR 13F-HR 13 May 2020, 09:03
Q4 2019 20 $199,513,000 $0 $0 $0 AMZN, BMY, BABA, CHGG, CHTR New Holdings 12 Feb 2020, 13:38
Q4 2019 21 $215,448,000 +$69,073,756 -$53,950,000 +$15,123,756 AMZN, BMY, BRISTOL MYERS SQUIBB CO, BABA, CHGG 13F-HR 11 Feb 2020, 09:01
Q3 2019 18 $177,191,000 +$1,917,459 $0 +$1,917,459 AMZN, CELG, EQIX, BABA, AMT 13F-HR 12 Nov 2019, 10:36
Q2 2019 18 $185,851,000 $0 -$1,722,457 -$1,722,457 AMZN, CELG, CHGG, BABA, Z 13F-HR 13 Aug 2019, 09:17
Q1 2019 18 $176,298,000 +$3,635,436 -$1,838,632 +$1,796,804 AMZN, CELG, CHGG, BABA, AMT 13F-HR 15 May 2019, 09:41
Q4 2018 18 $140,030,000 +$5,410,396 -$9,900,898 -$4,490,502 AMZN, CELG, CHTR, BABA, CHGG 13F-HR 14 Feb 2019, 10:28
Q3 2018 18 $186,986,000 +$8,311,308 -$10,179,448 -$1,868,140 AMZN, CELG, GRUB, EQIX, CHTR 13F-HR 14 Nov 2018, 09:45
Q2 2018 17 $185,610,000 +$6,351,512 -$6,961,981 -$610,469 AMZN, CELG, EQIX, Z, GRUB 13F-HR 14 Aug 2018, 10:37
Q1 2018 17 $178,852,000 +$22,779,168 -$8,689,000 +$14,090,168 CELG, AMZN, EQIX, GRUB, Z 13F-HR 15 May 2018, 10:16
Q4 2017 16 $163,937,000 +$3,199,537 -$16,439,494 -$13,239,957 CELG, EQIX, AMZN, CHTR, JD 13F-HR 14 Feb 2018, 09:25
Q3 2017 18 $179,432,000 +$7,375,966 -$587,144 +$6,788,822 CELG, EQIX, AMZN, CHTR, MIC 13F-HR 14 Nov 2017, 09:47
Q2 2017 18 $167,783,000 +$5,819,776 -$25,862,858 -$20,043,082 CELG, EQIX, AMZN, MIC, CHTR 13F-HR 14 Aug 2017, 10:14
Q1 2017 20 $176,725,000 $0 $0 $0 CELG, EQIX, AMZN, MIC, CHTR New Holdings 16 May 2017, 18:07
Q1 2017 20 $176,725,000 +$14,789,086 -$12,120,100 +$2,668,986 CELG, EQIX, AMZN, MIC, CHTR 13F-HR 15 May 2017, 09:11
Q4 2016 18 $157,347,000 +$8,285,148 -$7,433,921 +$851,227 CELG, EQIX, MIC, FLT, CHTR 13F-HR 14 Feb 2017, 10:17
Q3 2016 17 $162,869,000 +$1,340,334 -$806,823 +$533,511 CELG, EQIX, MIC, FLT, CHTR 13F-HR 14 Nov 2016, 11:18
Q2 2016 17 $145,010,000 +$2,551,742 -$457,280 +$2,094,462 CELG, EQIX, MIC, FLT, CHTR 13F-HR 15 Aug 2016, 09:06
Q1 2016 17 $139,385,000 $0 -$15,857,076 -$15,857,076 CELG, EQIX, FLT, MIC, CHTR 13F-HR 16 May 2016, 09:45
Q4 2015 19 $169,686,000 +$6,224,111 -$6,574,281 -$350,170 CELG, EQIX, FLT, MIC, CHTR 13F-HR 16 Feb 2016, 10:11
Q3 2015 21 $161,247,000 +$11,962,652 -$13,772,806 -$1,810,154 CELG, EQIX, MIC, FLT, CHTR 13F-HR 16 Nov 2015, 10:31
Q2 2015 20 $182,403,000 +$4,321,556 -$2,142,233 +$2,179,323 CELG, EQIX, FLT, MIC, VRX 13F-HR 14 Aug 2015, 09:19
Q1 2015 20 $180,159,000 +$16,953,442 -$15,499,898 +$1,453,544 CELG, EQIX, FLT, MIC, VRX 13F-HR 15 May 2015, 09:22
Q4 2014 22 $167,456,000 +$9,842,539 -$4,345,000 +$5,497,539 CELG, FLT, MIC, GILD, NEWS 13F-HR 13 Feb 2015, 08:22
Q3 2014 21 $159,086,000 +$8,302,983 -$4,688,587 +$3,614,396 CELG, FLT, GILD, MIC, PCLN 13F-HR 14 Nov 2014, 10:24
Q2 2014 20 $149,978,000 +$31,053,978 $0 +$31,053,978 CELG, MIC, FLT, NEWS, GILD 13F-HR 14 Aug 2014, 09:37
Q1 2014 16 $121,501,000 +$9,886,240 -$10,299,000 -$412,760 CELG, MIC, NEWS, FLT, GILD 13F-HR 14 May 2014, 12:09
Q4 2013 19 $132,199,000 $0 $0 $0 CELG, NEWS, MIC, FLT, PCLN 13F-HR 03 Feb 2014, 18:03