Selkirk Management as of Dec. 31, 2013
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 15.8 | $21M | 124k | 168.97 | |
| NewStar Financial | 11.6 | $15M | 865k | 17.77 | |
| Macquarie Infrastructure Company | 8.7 | $12M | 211k | 54.43 | |
| FleetCor Technologies | 8.1 | $11M | 92k | 117.17 | |
| priceline.com Incorporated | 6.2 | $8.3M | 7.1k | 1162.39 | |
| 5.7 | $7.6M | 6.8k | 1120.77 | ||
| Gilead Sciences (GILD) | 5.7 | $7.5M | 100k | 75.10 | |
| Equinix | 5.4 | $7.1M | 40k | 177.46 | |
| Carter's (CRI) | 4.0 | $5.2M | 73k | 71.79 | |
| Invesco (IVZ) | 3.9 | $5.1M | 141k | 36.40 | |
| Charter Communications | 3.8 | $5.0M | 37k | 136.75 | |
| Visa (V) | 3.4 | $4.5M | 20k | 222.70 | |
| Interxion Holding | 3.4 | $4.5M | 189k | 23.61 | |
| American Tower Reit (AMT) | 3.0 | $3.9M | 49k | 79.82 | |
| Amazon (AMZN) | 3.0 | $3.9M | 9.8k | 398.78 | |
| MasterCard Incorporated (MA) | 2.5 | $3.3M | 4.0k | 835.50 | |
| EMC Corporation | 2.2 | $2.9M | 117k | 25.15 | |
| Valeant Pharmaceuticals Int | 2.0 | $2.6M | 23k | 117.38 | |
| BlackRock | 1.6 | $2.1M | 6.7k | 316.42 | |
| Iron Mountain Incorporated | 0.3 | $451k | 229k | 1.97 |
