Selkirk Management as of Sept. 30, 2016
Portfolio Holdings for Selkirk Management
Selkirk Management holds 17 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 15.9 | $26M | 248k | 104.53 | |
| Equinix | 12.7 | $21M | 58k | 360.24 | |
| Macquarie Infrastructure Company | 9.2 | $15M | 180k | 83.24 | |
| FleetCor Technologies | 9.0 | $15M | 84k | 173.73 | |
| Charter Communications | 8.3 | $14M | 50k | 269.98 | |
| priceline.com Incorporated | 6.2 | $10M | 6.9k | 1471.53 | |
| Amazon (AMZN) | 5.7 | $9.3M | 11k | 837.34 | |
| NewStar Financial | 5.1 | $8.3M | 853k | 9.71 | |
| Accelr8 Technology | 4.9 | $7.9M | 291k | 27.26 | |
| Gilead Sciences (GILD) | 4.1 | $6.7M | 85k | 79.12 | |
| Jd (JD) | 3.9 | $6.4M | 245k | 26.09 | |
| American Tower Reit (AMT) | 3.4 | $5.6M | 49k | 113.33 | |
| 3.3 | $5.4M | 6.7k | 804.03 | ||
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.2 | $5.1M | 351k | 14.67 | |
| Visa (V) | 2.0 | $3.3M | 40k | 82.70 | |
| Valeant Pharmaceuticals Int | 1.5 | $2.5M | 102k | 24.55 | |
| Zillow Group Inc Cl A (ZG) | 1.5 | $2.4M | 69k | 34.45 |
