DOSSIER · 13F-HR · Q2 2026
Selkirk Management LLC
$321M in tracked AUM across 14 positions as of Q2 2026.
SM
CIK 0001565432 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Selkirk Management LLC reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) declining by 49.3%, dropping from $338.16 million to $171.46 million. This drastic reduction in capital is not attributable solely to market performance but is primarily the result of active deleveraging and large-scale position exits. The fund currently maintains a highly concentrated portfolio consisting of only...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 52