Selkirk Management LLC_____

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 49.32% of Selkirk Management's stock portfolio.
  • Added to shares of these 1 stocks: QQQQ (+$9.93M).
  • Started 1 new stock positions in QQQQ.
  • Selkirk Management was a net buyer of stock by $9.93M.
  • Selkirk Management has $176.73M in assets under management (AUM), growing by 5.95%.

Selkirk Management portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Celgene Corporation (CELG) 17.48 248250 124.43 134.15
Equinix (EQIX) 11.33 50000 400.38 442.87
Amazon (AMZN) 7.23 14415 886.51 1046.00
Macquarie Infrastructure Company (MIC) 6.84 150000 80.58 75.66
Charter Communications (CHTR) 6.45 34800 327.33 366.90
FleetCor Technologies (FLT) 6.00 70000 151.43 151.79
PowerShares QQQ Trust, Series 1 (QQQQ) 5.62 75000 NEW 132.37 0.00
Accelr8 Technology 5.48 400000 24.20 0.00
NewStar Financial (NEWS) 5.11 852811 10.58 11.00
priceline.com Incorporated (PCLN) 5.04 5000 1780.00 2025.09
Jd 4.31 245000 31.11 0.00
American Tower Reit 3.38 49150 121.55 0.00
Google (GOOG) 3.21 6700 847.76 934.09
Depository Vipshop Holdings Ltd - Ads receipt 2.65 351000 13.34 0.00
Zillow Group Inc Cl A stock 2.49 130000 33.81 0.00
Facebook Inc cl a 2.17 27000 142.04 0.00
Visa (V) 2.01 40000 88.88 99.57
Gilead Sciences (GILD) 1.54 40000 67.92 74.96
Grubhub 1.49 80000 32.89 0.00
Zillow Group Inc Cl C Cap Stk stock 0.19 10000 33.70 0.00

Past 13F-HR SEC Filings for Selkirk Management