Long-term investor
Selkirk Management LLC @selkirkmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001565432).
Record
- Tracked since 2025-06-30 (446 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -4.6% · all -4.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CVNA · 36.9% · long · since 2025-06-30
- AMZN · 17.4% · long · since 2025-06-30
- CVNA_PUT · 10.3% · long · since 2026-06-30
- GOOGL · 9.0% · long · since 2025-06-30
- META · 7.9% · long · since 2025-06-30
- APP · 6.9% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- MU · 1.8% · long · since 2026-06-30
- FLUT · 1.5% · long · since 2025-06-30
- NFLX · 1.5% · long · since 2025-06-30
- SNDK · 1.4% · long · since 2026-06-30
- CRDO · 1.0% · long · since 2026-06-30