SEC Form 13F

Selkirk Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$320,964,763
Positions14

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CARVANA COCVNACL A$118,548,4021,801,100
AMAZON COM INCAMZNCOM$55,890,730234,500
CARVANA COCVNACL A$32,910,000500,000
ALPHABET INCGOOGLCAP STK CL A$29,045,24781,275
META PLATFORMS INCMETACL A$25,207,22844,750
APPLOVIN CORPAPPCOM CL A$22,206,41343,100
NVIDIA CORPORATIONNVDACOM$11,405,13057,000
MICRON TECHNOLOGY INCMUCOM$5,886,8795,100
FLUTTER ENTMT PLCFLUTSHS$4,932,36048,276
NETFLIX INC.NFLXCOM$4,805,22067,300

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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