Portfolio (Quarterly) Guide ↗

Selkirk Management LLC

· CIK 0001565432

13F Portfolio $294M AUM 11 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	18,300	$6.4M	1.70%	SOLD

Sector Allocation

Consumer Cyclical 60.0%

Communication Services 26.0%

Technology 14.0%