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 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 | |
| Equinix (EQIX) | 10.68 | 43900 | -12% | 429.16 |
| Amazon (AMZN) | 7.91 | 14415 | 968.02 | |
| Macquarie Infrastructure Company (MIC) | 6.66 | 150000 | 78.40 | |
| Charter Communications (CHTR) | 6.64 | 34800 | 336.84 | |
| Accelr8 Technology | 6.20 | 400000 | 27.35 | |
| Jd | 5.45 | 245000 | 39.22 | |
| 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 |
| Grubhub | 3.88 | 157100 | +96% | 43.60 |
| American Tower Reit | 3.69 | 49150 | 132.33 | |
| Zillow Group Inc Cl A stock | 3.60 | 130000 | 48.84 | |
| Google (GOOG) | 3.53 | 6700 | 929.70 | |
| Facebook Inc cl a | 2.31 | 27000 | 150.96 | |
| Visa (V) | 2.13 | 40000 | 93.78 | |
| Depository Vipshop Holdings Ltd - Ads receipt | 2.10 | 351000 | 10.55 | |
| Chegg | 1.39 | 200000 | NEW | 12.29 |
| Mattel (MAT) | 1.01 | 83000 | NEW | 21.53 |
| Zillow Group Inc Cl C Cap Stk stock | 0.28 | 10000 | 49.00 |
Download CSV 
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