Selkirk Management as of Dec. 31, 2015
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 18.3 | $31M | 259k | 119.76 | |
| Equinix | 12.2 | $21M | 69k | 302.40 | |
| FleetCor Technologies | 7.7 | $13M | 92k | 142.93 | |
| Macquarie Infrastructure Company | 7.7 | $13M | 180k | 72.60 | |
| Charter Communications | 5.6 | $9.5M | 52k | 183.10 | |
| priceline.com Incorporated | 5.2 | $8.8M | 6.9k | 1275.00 | |
| Gilead Sciences (GILD) | 5.1 | $8.6M | 85k | 101.19 | |
| Jd (JD) | 4.6 | $7.7M | 240k | 32.27 | |
| NewStar Financial | 4.5 | $7.7M | 853k | 8.98 | |
| Valeant Pharmaceuticals Int | 4.4 | $7.5M | 74k | 101.65 | |
| Accelr8 Technology | 4.1 | $6.9M | 323k | 21.49 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.0 | $6.7M | 440k | 15.27 | |
| Amazon (AMZN) | 3.9 | $6.6M | 9.8k | 675.92 | |
| American Tower Reit (AMT) | 2.8 | $4.8M | 49k | 96.95 | |
| Medivation | 2.6 | $4.4M | 92k | 48.34 | |
| 2.6 | $4.4M | 5.7k | 778.07 | ||
| Invesco (IVZ) | 2.0 | $3.3M | 100k | 33.48 | |
| Visa (V) | 1.8 | $3.1M | 40k | 77.55 | |
| Zillow Group Inc Cl A (ZG) | 0.9 | $1.5M | 57k | 26.04 |
