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 (BLK) | 1.6 | $2.1M | 6.7k | 316.42 | |
Iron Mountain Incorporated | 0.3 | $451k | 229k | 1.97 |