Selkirk Management as of June 30, 2014
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 14.8 | $22M | 259k | 85.88 | |
| Macquarie Infrastructure Company | 8.8 | $13M | 211k | 62.37 | |
| FleetCor Technologies | 8.8 | $13M | 100k | 131.80 | |
| NewStar Financial | 8.1 | $12M | 865k | 14.06 | |
| Gilead Sciences (GILD) | 7.1 | $11M | 129k | 82.91 | |
| priceline.com Incorporated | 6.8 | $10M | 8.5k | 1202.96 | |
| Equinix | 5.6 | $8.4M | 40k | 210.10 | |
| Invesco (IVZ) | 5.4 | $8.2M | 216k | 37.75 | |
| Charter Communications | 4.8 | $7.2M | 46k | 158.38 | |
| Valeant Pharmaceuticals Int | 4.0 | $6.0M | 47k | 126.12 | |
| Interxion Holding | 3.4 | $5.2M | 189k | 27.38 | |
| Medivation | 3.3 | $5.0M | 64k | 77.08 | |
| American Tower Reit (AMT) | 2.9 | $4.4M | 49k | 89.99 | |
| Visa (V) | 2.8 | $4.2M | 20k | 210.70 | |
| Qihoo 360 Technologies Co Lt | 2.8 | $4.1M | 45k | 92.04 | |
| 2.6 | $4.0M | 6.8k | 584.63 | ||
| Google Inc Class C | 2.6 | $3.9M | 6.8k | 575.31 | |
| Amazon (AMZN) | 2.1 | $3.2M | 9.8k | 324.80 | |
| MasterCard Incorporated (MA) | 2.0 | $2.9M | 40k | 73.47 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.1 | $1.7M | 9.0k | 187.78 |
