Selkirk Management as of Dec. 31, 2016
Portfolio Holdings for Selkirk Management
Selkirk Management holds 18 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 18.3 | $29M | 248k | 115.75 | |
| Equinix | 12.5 | $20M | 55k | 357.40 | |
| Macquarie Infrastructure Company | 8.4 | $13M | 161k | 81.70 | |
| FleetCor Technologies | 7.6 | $12M | 84k | 141.53 | |
| Charter Communications | 7.5 | $12M | 41k | 287.92 | |
| Amazon (AMZN) | 6.9 | $11M | 14k | 749.84 | |
| NewStar Financial | 5.0 | $7.9M | 853k | 9.25 | |
| priceline.com Incorporated | 4.9 | $7.8M | 5.3k | 1466.04 | |
| Accelr8 Technology | 4.7 | $7.4M | 356k | 20.75 | |
| Jd (JD) | 4.0 | $6.2M | 245k | 25.44 | |
| Gilead Sciences (GILD) | 3.9 | $6.1M | 85k | 71.61 | |
| 3.4 | $5.3M | 6.7k | 792.39 | ||
| American Tower Reit (AMT) | 3.3 | $5.2M | 49k | 105.68 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.5 | $3.9M | 351k | 11.01 | |
| Zillow Group Inc Cl A (ZG) | 2.4 | $3.8M | 106k | 36.45 | |
| Visa (V) | 2.0 | $3.1M | 40k | 78.02 | |
| Facebook Inc cl a (META) | 2.0 | $3.1M | 27k | 115.04 | |
| Valeant Pharmaceuticals Int | 0.9 | $1.5M | 102k | 14.52 |
