Selkirk Management as of March 31, 2016
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 15.5 | $25M | 248k | 100.09 | |
| Equinix | 11.9 | $19M | 58k | 330.71 | |
| FleetCor Technologies | 7.8 | $13M | 84k | 148.76 | |
| Macquarie Infrastructure Company | 7.6 | $12M | 180k | 67.44 | |
| Charter Communications | 6.6 | $11M | 52k | 202.42 | |
| PowerShares QQQ Trust, Series 1 | 6.5 | $10M | 95k | 109.20 | |
| Spdr S&p 500 Etf (SPY) | 6.4 | $10M | 50k | 205.52 | |
| priceline.com Incorporated | 5.6 | $8.9M | 6.9k | 1289.02 | |
| Gilead Sciences (GILD) | 4.9 | $7.8M | 85k | 91.86 | |
| NewStar Financial | 4.7 | $7.5M | 853k | 8.75 | |
| Amazon (AMZN) | 3.6 | $5.8M | 9.8k | 593.67 | |
| Jd (JD) | 3.5 | $5.6M | 210k | 26.50 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.3 | $5.2M | 406k | 12.88 | |
| American Tower Reit (AMT) | 3.1 | $5.0M | 49k | 102.36 | |
| 2.7 | $4.3M | 5.7k | 762.98 | ||
| Accelr8 Technology | 2.6 | $4.2M | 291k | 14.37 | |
| Visa (V) | 1.9 | $3.1M | 40k | 76.48 | |
| Zillow Group Inc Cl A (ZG) | 0.9 | $1.5M | 57k | 25.55 | |
| Valeant Pharmaceuticals Int | 0.9 | $1.4M | 55k | 26.31 |
