Selkirk Management as of Sept. 30, 2015
Portfolio Holdings for Selkirk Management
Selkirk Management holds 21 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 17.4 | $28M | 259k | 108.17 | |
| Equinix | 11.2 | $18M | 66k | 273.40 | |
| Macquarie Infrastructure Company | 8.3 | $13M | 180k | 74.66 | |
| FleetCor Technologies | 7.8 | $13M | 92k | 137.62 | |
| Charter Communications | 5.7 | $9.1M | 52k | 175.85 | |
| Valeant Pharmaceuticals Int | 5.5 | $8.9M | 50k | 178.37 | |
| priceline.com Incorporated | 5.3 | $8.6M | 6.9k | 1236.85 | |
| Gilead Sciences (GILD) | 5.2 | $8.3M | 85k | 98.19 | |
| NewStar Financial | 4.3 | $7.0M | 853k | 8.20 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.0 | $6.4M | 383k | 16.80 | |
| Jd (JD) | 3.6 | $5.9M | 225k | 26.06 | |
| Amazon (AMZN) | 3.1 | $5.0M | 9.8k | 511.94 | |
| Medivation | 3.1 | $4.9M | 116k | 42.50 | |
| American Tower Reit (AMT) | 2.7 | $4.3M | 49k | 87.98 | |
| Accelr8 Technology | 2.5 | $4.0M | 245k | 16.18 | |
| 2.3 | $3.6M | 5.7k | 638.42 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 2.1 | $3.3M | 124k | 27.00 | |
| Invesco (IVZ) | 1.9 | $3.1M | 100k | 31.23 | |
| Visa (V) | 1.7 | $2.8M | 40k | 69.65 | |
| Grubhub | 1.2 | $1.9M | 80k | 24.34 | |
| Zillow Group Inc Cl A (ZG) | 1.1 | $1.8M | 62k | 28.74 |
