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Selkirk Management LLC
Selkirk Management LLC is a United States-based hedge fund investment adviser headquartered in Chatham, New Jersey. Founded around 2012, the firm manages over $300 million in assets for pooled investment vehicles, with a small team of 4 employees largely focused on portfolio management and investing. Selkirk serves institutional clients, primarily through its fund Selkirk Partners LP, and is registered with the SEC as an investment adviser.
Investment Strategy
Selkirk Management LLC deploys a concentrated, discretionary investment strategy focused on US equities and related securities, as indicated by its significant holdings in companies such as Carvana, Amazon, Meta Platforms, Zillow, and Alphabet. The firm emphasizes value and opportunities in publicly traded companies, managing primarily through a pooled investment vehicle and maintaining discretion over its portfolio decisions. Selkirk's approach is characteristic of a hedge fund manager seeking both growth and value investments in tech, consumer, and internet sectors.
Latest 13F Filing Activity
Selkirk Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $338M. The fund increased holdings in Carvana Co., Amazon Com Inc., Meta Platforms Inc. among other positions. Selkirk Management LLC reduced exposure to Jd.com Inc., Salesforce Inc., Visa Inc. among others.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVNA | CARVANA CO | 36.39% | $123.1M | 365,220 | $35.25 | $336.96 | +$46.7M |
A AMZN | AMAZON COM INC | 16.41% | $55.5M | 253,000 | $21.41 | $219.39 | +$7.4M |
M META | META PLATFORMS INC | 9.77% | $33.0M | 44,750 | $197.90 | $738.09 | +$7.2M |
Z ZG | ZILLOW GROUP INC | 7.41% | $25.1M | 365,800 | $45.68 | $68.49 | +$596.3K |
F FLUT | FLUTTER ENTMT PLC | 7.25% | $24.5M | 85,776 | $203.19 | $285.76 | +$5.5M |
Industry Allocation
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