Selkirk Management as of March 31, 2015
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 16.6 | $30M | 259k | 115.28 | |
| Equinix | 8.8 | $16M | 68k | 232.86 | |
| FleetCor Technologies | 8.4 | $15M | 100k | 150.92 | |
| Macquarie Infrastructure Company | 8.2 | $15M | 180k | 82.29 | |
| Valeant Pharmaceuticals Int | 6.1 | $11M | 56k | 198.62 | |
| NewStar Financial | 5.6 | $10M | 865k | 11.73 | |
| Charter Communications | 5.6 | $10M | 52k | 193.12 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 5.0 | $9.0M | 306k | 29.44 | |
| Gilead Sciences (GILD) | 4.8 | $8.7M | 88k | 98.14 | |
| Zillow | 4.8 | $8.6M | 86k | 100.30 | |
| Medivation | 4.6 | $8.3M | 64k | 129.07 | |
| priceline.com Incorporated | 4.6 | $8.3M | 7.1k | 1164.08 | |
| Invesco (IVZ) | 4.3 | $7.7M | 195k | 39.69 | |
| Accelr8 Technology | 2.6 | $4.7M | 208k | 22.50 | |
| American Tower Reit (AMT) | 2.6 | $4.6M | 49k | 94.14 | |
| 2.1 | $3.8M | 6.8k | 554.77 | ||
| Amazon (AMZN) | 2.0 | $3.6M | 9.8k | 372.14 | |
| Visa (V) | 1.5 | $2.6M | 40k | 65.40 | |
| Jd (JD) | 1.1 | $2.1M | 71k | 29.38 | |
| Qihoo 360 Technologies Co Lt | 0.7 | $1.3M | 25k | 51.20 |
