Selkirk Management as of June 30, 2013
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 12.9 | $15M | 124k | 116.98 | |
| NewStar Financial | 10.1 | $11M | 853k | 13.32 | |
| Macquarie Infrastructure Company | 10.0 | $11M | 211k | 53.45 | |
| American Tower Reit (AMT) | 7.4 | $8.4M | 114k | 73.17 | |
| priceline.com Incorporated | 6.4 | $7.2M | 8.8k | 826.63 | |
| FleetCor Technologies | 6.1 | $6.8M | 84k | 81.30 | |
| Equinix | 6.0 | $6.8M | 37k | 184.73 | |
| 5.3 | $6.0M | 6.8k | 880.41 | ||
| Carter's (CRI) | 4.8 | $5.4M | 73k | 74.07 | |
| Gilead Sciences (GILD) | 4.5 | $5.1M | 100k | 51.27 | |
| Interxion Holding | 4.4 | $4.9M | 189k | 26.13 | |
| Iron Mountain Incorporated | 4.2 | $4.7M | 178k | 26.61 | |
| Invesco (IVZ) | 4.0 | $4.5M | 141k | 31.80 | |
| Visa (V) | 3.9 | $4.4M | 24k | 182.75 | |
| MasterCard Incorporated (MA) | 3.8 | $4.3M | 7.5k | 574.53 | |
| EMC Corporation | 2.4 | $2.8M | 117k | 23.62 | |
| Amazon (AMZN) | 2.4 | $2.7M | 9.8k | 277.65 | |
| BlackRock (BLK) | 1.5 | $1.7M | 6.7k | 256.87 |
