Selkirk Management LLC
Chatham NJ · SEC CIK 0001565432
$2.94亿2026Q1 申报市值
11持仓数
98.7%前十大占比 · 第一大 39.0%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $1.15亿 | 39.03% | 365,220 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $5,269.23万 | 17.91% | 253,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2,560.28万 | 8.70% | 44,750 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $2,452.17万 | 8.34% | 85,275 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,938.26万 | 6.59% | 48,700 | 13,000 | 36.4% | $517.40万 | 加仓 |
| ZG | ZILLOW GROUP INC | $1,514.05万 | 5.15% | 365,800 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $1,156.32万 | 3.93% | 287,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $906.88万 | 3.08% | 52,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $887.46万 | 3.02% | 92,300 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $874.49万 | 2.97% | 85,776 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $376.09万 | 1.28% | 887,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $0 | 0.00% | 0 | -18,300 | -100.0% | -$641.80万 | 清仓 |