Selkirk Management as of Sept. 30, 2013
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 15.1 | $19M | 124k | 154.13 | |
| NewStar Financial | 12.3 | $16M | 853k | 18.27 | |
| Macquarie Infrastructure Company | 8.9 | $11M | 211k | 53.54 | |
| FleetCor Technologies | 8.0 | $10M | 92k | 110.16 | |
| Equinix | 5.8 | $7.4M | 40k | 183.64 | |
| priceline.com Incorporated | 5.7 | $7.2M | 7.1k | 1010.99 | |
| Gilead Sciences (GILD) | 5.0 | $6.3M | 100k | 62.87 | |
| 4.7 | $5.9M | 6.8k | 875.98 | ||
| Carter's (CRI) | 4.4 | $5.5M | 73k | 75.89 | |
| Iron Mountain Incorporated | 3.8 | $4.8M | 178k | 27.02 | |
| Visa (V) | 3.6 | $4.6M | 24k | 191.08 | |
| Invesco (IVZ) | 3.5 | $4.5M | 141k | 31.90 | |
| Interxion Holding | 3.3 | $4.2M | 189k | 22.24 | |
| American Tower Reit (AMT) | 2.9 | $3.6M | 49k | 74.12 | |
| MasterCard Incorporated (MA) | 2.6 | $3.4M | 5.0k | 672.80 | |
| Charter Communications | 2.4 | $3.1M | 23k | 134.74 | |
| Amazon (AMZN) | 2.4 | $3.1M | 9.8k | 312.65 | |
| EMC Corporation | 2.4 | $3.0M | 117k | 25.56 | |
| Valeant Pharmaceuticals Int | 1.9 | $2.3M | 23k | 104.31 | |
| BlackRock | 1.4 | $1.8M | 6.7k | 270.60 |
