Selkirk Management as of June 30, 2017
Portfolio Holdings for Selkirk Management
Selkirk Management holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 18.3 | $32M | 248k | 129.87 | |
| Equinix | 10.7 | $19M | 44k | 429.16 | |
| Amazon (AMZN) | 7.9 | $14M | 14k | 968.02 | |
| Macquarie Infrastructure Company | 6.7 | $12M | 150k | 78.40 | |
| Charter Communications | 6.6 | $12M | 35k | 336.84 | |
| Accelr8 Technology | 6.2 | $11M | 400k | 27.35 | |
| Jd (JD) | 5.5 | $9.6M | 245k | 39.22 | |
| priceline.com Incorporated | 5.3 | $9.4M | 5.0k | 1870.60 | |
| NewStar Financial | 5.1 | $9.0M | 853k | 10.50 | |
| Powershares Qqq Trust unit ser 1 | 3.9 | $6.9M | 50k | 137.64 | |
| Grubhub | 3.9 | $6.8M | 157k | 43.60 | |
| American Tower Reit (AMT) | 3.7 | $6.5M | 49k | 132.33 | |
| Zillow Group Inc Cl A (ZG) | 3.6 | $6.3M | 130k | 48.84 | |
| 3.5 | $6.2M | 6.7k | 929.70 | ||
| Facebook Inc cl a (META) | 2.3 | $4.1M | 27k | 150.96 | |
| Visa (V) | 2.1 | $3.8M | 40k | 93.78 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.1 | $3.7M | 351k | 10.55 | |
| Chegg (CHGG) | 1.4 | $2.5M | 200k | 12.29 | |
| Mattel (MAT) | 1.0 | $1.8M | 83k | 21.53 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.3 | $490k | 10k | 49.00 |
