Selkirk Management as of March 31, 2014
Portfolio Holdings for Selkirk Management
Selkirk Management holds 17 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 14.9 | $18M | 130k | 139.60 | |
| Macquarie Infrastructure Company | 10.0 | $12M | 211k | 57.27 | |
| NewStar Financial | 9.9 | $12M | 865k | 13.86 | |
| FleetCor Technologies | 9.5 | $12M | 100k | 115.10 | |
| Gilead Sciences (GILD) | 7.5 | $9.1M | 129k | 70.86 | |
| priceline.com Incorporated | 7.0 | $8.5M | 7.1k | 1191.83 | |
| 6.2 | $7.5M | 6.8k | 1114.56 | ||
| Invesco (IVZ) | 6.2 | $7.5M | 203k | 37.00 | |
| Equinix | 6.1 | $7.4M | 40k | 184.84 | |
| Charter Communications | 4.6 | $5.6M | 46k | 123.19 | |
| Interxion Holding | 3.7 | $4.5M | 189k | 23.98 | |
| Visa (V) | 3.5 | $4.3M | 20k | 215.85 | |
| American Tower Reit (AMT) | 3.3 | $4.0M | 49k | 81.87 | |
| Amazon (AMZN) | 2.7 | $3.3M | 9.8k | 336.33 | |
| MasterCard Incorporated (MA) | 2.5 | $3.0M | 40k | 74.70 | |
| Valeant Pharmaceuticals Int | 2.4 | $3.0M | 23k | 131.82 | |
| Iron Mountain Incorporated | 0.1 | $69k | 229k | 0.30 |
