Selkirk Management as of June 30, 2016
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 14.8 | $25M | 248k | 98.63 | |
| Equinix | 13.4 | $22M | 58k | 387.72 | |
| Macquarie Infrastructure Company | 8.0 | $13M | 180k | 74.05 | |
| FleetCor Technologies | 7.3 | $12M | 84k | 143.13 | |
| Charter Communications | 6.9 | $11M | 50k | 228.64 | |
| Spdr S&p 500 Etf (SPY) | 6.3 | $11M | 50k | 209.48 | |
| PowerShares QQQ Trust, Series 1 | 6.2 | $10M | 95k | 107.54 | |
| priceline.com Incorporated | 5.2 | $8.6M | 6.9k | 1248.41 | |
| Amazon (AMZN) | 4.8 | $7.9M | 11k | 715.64 | |
| NewStar Financial | 4.3 | $7.2M | 853k | 8.42 | |
| Gilead Sciences (GILD) | 4.3 | $7.1M | 85k | 83.42 | |
| American Tower Reit (AMT) | 3.4 | $5.6M | 49k | 113.61 | |
| 2.8 | $4.7M | 6.7k | 703.58 | ||
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.7 | $4.5M | 406k | 11.17 | |
| Jd (JD) | 2.7 | $4.5M | 210k | 21.23 | |
| Accelr8 Technology | 2.5 | $4.2M | 291k | 14.39 | |
| Visa (V) | 1.8 | $3.0M | 40k | 74.18 | |
| Zillow Group Inc Cl A (ZG) | 1.3 | $2.1M | 57k | 36.65 | |
| Valeant Pharmaceuticals Int | 1.2 | $2.1M | 102k | 20.14 |
