Selkirk Management as of June 30, 2015
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 16.4 | $30M | 259k | 115.73 | |
| Equinix | 9.5 | $17M | 68k | 254.00 | |
| FleetCor Technologies | 8.6 | $16M | 100k | 156.06 | |
| Macquarie Infrastructure Company | 8.2 | $15M | 180k | 82.63 | |
| Valeant Pharmaceuticals Int | 6.8 | $12M | 56k | 222.15 | |
| Gilead Sciences (GILD) | 5.7 | $10M | 88k | 117.08 | |
| NewStar Financial | 5.2 | $9.5M | 865k | 11.00 | |
| Charter Communications | 4.9 | $8.9M | 52k | 171.25 | |
| priceline.com Incorporated | 4.5 | $8.2M | 7.1k | 1151.41 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.1 | $7.6M | 340k | 22.25 | |
| Zillow | 4.1 | $7.5M | 86k | 86.74 | |
| Medivation | 4.0 | $7.3M | 64k | 114.20 | |
| Invesco (IVZ) | 3.5 | $6.4M | 172k | 37.49 | |
| Accelr8 Technology | 2.9 | $5.4M | 208k | 25.81 | |
| American Tower Reit (AMT) | 2.5 | $4.6M | 49k | 93.29 | |
| Jd (JD) | 2.4 | $4.4M | 128k | 34.10 | |
| Amazon (AMZN) | 2.3 | $4.3M | 9.8k | 434.08 | |
| 2.0 | $3.7M | 6.8k | 539.99 | ||
| Visa (V) | 1.5 | $2.7M | 40k | 67.15 | |
| Grubhub | 0.9 | $1.6M | 47k | 34.06 |
