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Jed Bowen

Selkirk Management Llc

Assets Managed
$294.17M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-22.2%(2Q avg: -9.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Selkirk Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Selkirk Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 294.17M in assets, with a quarterly growth rate of -22.2% and a 2-quarter average growth rate of -9.27%. The portfolio is managed by Jed Bowen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVNA
Carvana Co
Recent Activity
39.04%
$114.818M
365,220 shares@ $314.39 avg price
AMZN
Amazon.com Inc
Recent Activity
17.92%
$52.692M
253,000 shares@ $208.27 avg price
META
Meta Platforms Inc-class A
Recent Activity
8.71%
$25.603M
44,750 shares@ $572.14 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
8.34%
$24.522M
85,275 shares@ $287.56 avg price
APP
Applovin Corp-class A
Recent Activity
Increased 36.42%
6.59%
$19.383M
48,700 shares@ $398.0 avg price
ZG
Zillow Group Inc - A
Recent Activity
5.15%
$15.14M
365,800 shares@ $41.39 avg price
GDS
Gds Holdings Ltd - Adr
Recent Activity
3.94%
$11.563M
287,000 shares@ $40.29 avg price
NVDA
Nvidia Corp
Recent Activity
3.09%
$9.069M
52,000 shares@ $174.4 avg price
NFLX
Netflix Inc
Recent Activity
3.02%
$8.875M
92,300 shares@ $96.15 avg price
FLUT
Flutter Entertainment Plc-di
Recent Activity
2.98%
$8.745M
85,776 shares@ $101.96 avg price

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