Selkirk Management
Stewart Strawbridge
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
13
Market Value
$288.1M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| CVNA | 36.9% | 39.0% | 40.8% | 37.8% |
| AMZN | 17.4% | 17.9% | 15.4% | 15.2% |
| GOOGL | 9.1% | 8.3% | 7.1% | 5.7% |
| META | 7.8% | 8.7% | 7.8% | 9.0% |
| APP | 6.9% | 6.6% | 6.4% | 5.9% |
| NVDA | 3.5% | 3.1% | 2.6% | 2.7% |
| MU | 1.8% | - | - | - |
| FLUT | 1.5% | 3.0% | 4.9% | 6.0% |
| NFLX | 1.5% | 3.0% | 2.3% | 3.0% |
| SNDK | 1.4% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
CVNA+8.66%
AMZN+9.13%
ZG+44.07%
META-3.10%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
APP-40.07%
GOOGL-4.67%
Sector Analysis
Others0.0%
Technology8.7%
Communication Services28.4%
Consumer Discretionary62.9%