Selkirk Management as of Sept. 30, 2017
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 19.8 | $36M | 248k | 145.82 | |
| Equinix | 10.7 | $20M | 44k | 446.31 | |
| Amazon (AMZN) | 7.6 | $14M | 14k | 961.36 | |
| Charter Communications | 6.9 | $13M | 35k | 363.42 | |
| Macquarie Infrastructure Company | 5.9 | $11M | 150k | 72.18 | |
| NewStar Financial | 5.5 | $10M | 853k | 11.74 | |
| Accelr8 Technology | 5.4 | $9.9M | 440k | 22.45 | |
| Jd (JD) | 5.1 | $9.4M | 245k | 38.20 | |
| priceline.com Incorporated | 5.0 | $9.2M | 5.0k | 1830.80 | |
| Grubhub | 4.5 | $8.3M | 157k | 52.66 | |
| American Tower Reit (AMT) | 3.7 | $6.7M | 49k | 136.68 | |
| 3.6 | $6.5M | 6.7k | 973.73 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 3.2 | $5.9M | 146k | 40.21 | |
| Zillow Group Inc Cl A (ZG) | 2.9 | $5.2M | 130k | 40.15 | |
| Facebook Inc cl a (META) | 2.5 | $4.6M | 27k | 170.85 | |
| Visa (V) | 2.3 | $4.2M | 40k | 105.25 | |
| Chegg (CHGG) | 2.2 | $4.0M | 268k | 14.84 | |
| Powershares Qqq Trust unit ser 1 | 2.0 | $3.6M | 25k | 145.44 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.4 | $2.5M | 284k | 8.79 |
