Latest statistics and disclosures from Selkirk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CELG, EQIX, AMZN, MIC, CHTR, and represent 50.16% of Selkirk Management's stock portfolio.
- Added to shares of these 4 stocks: Powershares Qqq Trust unit ser 1 (+$6.88M), Grubhub, Chegg, MAT.
- Started 3 new stock positions in Powershares Qqq Trust unit ser 1, MAT, Chegg.
- Reduced shares in these 4 stocks: FLT (-$10.60M), , GILD, EQIX.
- Sold out of its positions in FLT, GILD, QQQQ.
- Selkirk Management was a net seller of stock by $11.37M.
- Selkirk Management has $176.45M in assets under management (AUM), dropping by -0.15%.
Companies in the Selkirk Management portfolio as of June 2017 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Celgene Corporation (CELG)||18.27||248250||129.87|
|Macquarie Infrastructure Company (MIC)||6.66||150000||78.40|
|Charter Communications (CHTR)||6.64||34800||336.84|
|priceline.com Incorporated (PCLN)||5.30||5000||1870.60|
|NewStar Financial (NEWS)||5.07||852811||10.50|
|Powershares Qqq Trust unit ser 1||3.90||50000||NEW||137.64|
|American Tower Reit||3.69||49150||132.33|
|Zillow Group Inc Cl A stock||3.60||130000||48.84|
|Facebook Inc cl a||2.31||27000||150.96|
|Depository Vipshop Holdings Ltd - Ads receipt||2.10||351000||10.55|
|Zillow Group Inc Cl C Cap Stk stock||0.28||10000||49.00|
Past 13F-HR SEC Filings by Selkirk Management
- Selkirk Management 2017 Q1 amended filed May 17, 2017
- Selkirk Management 2017 Q1 filed May 15, 2017
- Selkirk Management 2016 Q4 filed Feb. 14, 2017
- Selkirk Management 2016 Q3 filed Nov. 14, 2016
- Selkirk Management 2016 Q2 filed Aug. 15, 2016
- Selkirk Management 2016 Q1 filed May 16, 2016
- Selkirk Management 2015 Q4 filed Feb. 16, 2016
- Selkirk Management 2014 Q4 filed Feb. 13, 2015
- Selkirk Management 2014 Q3 filed Nov. 14, 2014
- Selkirk Management 2014 Q1 filed May 14, 2014
- Selkirk Management 2013 Q4 filed Feb. 4, 2014
- Selkirk Management 2013 Q3 filed Oct. 31, 2013
- Selkirk Management 2013 Q2 filed Aug. 2, 2013
- Selkirk Management LLC_____ 2013 Q1 filed May 8, 2013
- Selkirk Management LLC_____ 2012 Q4 filed Feb. 5, 2013