Selkirk Management LLC
Chatham NJ · SEC CIK 0001565432
$3.21亿2026Q2 申报市值
14持仓数
96.8%前十大占比 · 第一大 36.9%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$588.69万
SNDK 新建仓+$443.38万
CRDO 新建仓+$326.34万
DRAM 新建仓+$162.47万
NVDA 加仓+$100.05万
2026Q2 卖出最多 按季末市值估算
ZG 清仓-$1,514.05万
GDS 清仓-$1,156.32万
ACV AUCTIONS INC 减仓-$557.23万
AMZN 减仓-$440.93万
FLUT 减仓-$383.14万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -365,800 | -100.0% | -$1,514.05万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -287,000 | -100.0% | -$1,156.32万 | 清仓 |
| — | ACV AUCTIONS INC | $80.53万 | 0.25% | 112,000 | -775,000 | -87.4% | -$557.23万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $162.47万 | 0.51% | 22,000 | 22,000 | — | $162.47万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $326.34万 | 1.02% | 12,000 | 12,000 | — | $326.34万 | 新建仓 |
| SNDK | SANDISK CORP | $443.38万 | 1.38% | 1,950 | 1,950 | — | $443.38万 | 新建仓 |
| NFLX | NETFLIX INC. | $480.52万 | 1.50% | 67,300 | -25,000 | -27.1% | -$178.50万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $493.24万 | 1.54% | 48,276 | -37,500 | -43.7% | -$383.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $588.69万 | 1.83% | 5,100 | 5,100 | — | $588.69万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,140.51万 | 3.55% | 57,000 | 5,000 | 9.6% | $100.05万 | 加仓 |
| APP | APPLOVIN CORP | $2,220.64万 | 6.92% | 43,100 | -5,600 | -11.5% | -$288.53万 | 减仓 |
| META | META PLATFORMS INC | $2,520.72万 | 7.85% | 44,750 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $2,904.52万 | 9.05% | 81,275 | -4,000 | -4.7% | -$142.95万 | 减仓 |
| CVNA | CARVANA CO 看跌期权 | $3,291.00万 | 10.25% | 500,000 | 500,000 | — | $3,291.00万 | 新建仓 |
| AMZN | AMAZON COM INC | $5,589.07万 | 17.41% | 234,500 | -18,500 | -7.3% | -$440.93万 | 减仓 |
| CVNA | CARVANA CO | $1.19亿 | 36.94% | 1,801,100 | -25,000 | -1.4% | -$164.55万 | 减仓 |