Selkirk Management as of Sept. 30, 2014
Portfolio Holdings for Selkirk Management
Selkirk Management holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 15.4 | $25M | 259k | 94.78 | |
| FleetCor Technologies | 8.9 | $14M | 100k | 142.12 | |
| Gilead Sciences (GILD) | 8.6 | $14M | 129k | 106.45 | |
| Macquarie Infrastructure Company | 7.5 | $12M | 180k | 66.70 | |
| priceline.com Incorporated | 6.2 | $9.8M | 8.5k | 1158.63 | |
| NewStar Financial | 6.1 | $9.7M | 865k | 11.24 | |
| Invesco (IVZ) | 5.4 | $8.5M | 216k | 39.48 | |
| Equinix | 5.4 | $8.5M | 40k | 212.49 | |
| Valeant Pharmaceuticals Int | 4.6 | $7.3M | 56k | 131.21 | |
| Charter Communications | 4.3 | $6.9M | 46k | 151.38 | |
| Medivation | 4.0 | $6.4M | 64k | 98.86 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.4 | $5.4M | 28k | 188.99 | |
| Interxion Holding | 3.3 | $5.2M | 189k | 27.69 | |
| American Tower Reit (AMT) | 2.9 | $4.6M | 49k | 93.63 | |
| Visa (V) | 2.7 | $4.3M | 20k | 213.35 | |
| 2.5 | $4.0M | 6.8k | 588.47 | ||
| Accelr8 Technology | 2.2 | $3.6M | 166k | 21.48 | |
| Amazon (AMZN) | 2.0 | $3.2M | 9.8k | 322.45 | |
| Qihoo 360 Technologies Co Lt | 1.9 | $3.0M | 45k | 67.47 | |
| MasterCard Incorporated (MA) | 1.9 | $3.0M | 40k | 73.92 | |
| Google Inc Class C | 0.8 | $1.3M | 2.3k | 577.48 |
