Selkirk Management as of Dec. 31, 2014
Portfolio Holdings for Selkirk Management
Selkirk Management holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 17.3 | $29M | 259k | 111.86 | |
| FleetCor Technologies | 8.9 | $15M | 100k | 148.71 | |
| Macquarie Infrastructure Company | 7.6 | $13M | 180k | 71.09 | |
| Gilead Sciences (GILD) | 7.2 | $12M | 129k | 94.26 | |
| NewStar Financial | 6.6 | $11M | 865k | 12.80 | |
| priceline.com Incorporated | 5.8 | $9.6M | 8.5k | 1140.19 | |
| Equinix | 5.6 | $9.4M | 42k | 226.74 | |
| Charter Communications | 5.2 | $8.7M | 52k | 166.62 | |
| Invesco (IVZ) | 5.1 | $8.6M | 216k | 39.52 | |
| Valeant Pharmaceuticals Int | 4.7 | $7.9M | 56k | 143.10 | |
| Medivation | 3.8 | $6.4M | 64k | 99.61 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.6 | $6.0M | 306k | 19.54 | |
| Interxion Holding | 3.1 | $5.2M | 189k | 27.34 | |
| American Tower Reit (AMT) | 2.9 | $4.9M | 49k | 98.84 | |
| 2.1 | $3.6M | 6.8k | 530.67 | ||
| Accelr8 Technology | 1.9 | $3.2M | 166k | 19.19 | |
| Zillow | 1.8 | $3.1M | 29k | 105.90 | |
| Amazon (AMZN) | 1.8 | $3.0M | 9.8k | 310.31 | |
| Visa (V) | 1.6 | $2.6M | 10k | 262.20 | |
| Qihoo 360 Technologies Co Lt | 1.5 | $2.6M | 45k | 57.27 | |
| MasterCard Incorporated (MA) | 1.0 | $1.7M | 20k | 86.15 | |
| Google Inc Class C | 0.7 | $1.2M | 2.3k | 526.27 |
