Selkirk Management as of March 31, 2017
Portfolio Holdings for Selkirk Management
Selkirk Management holds 19 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 18.5 | $31M | 248k | 124.43 | |
| Equinix | 12.0 | $20M | 50k | 400.38 | |
| Amazon (AMZN) | 7.7 | $13M | 14k | 886.51 | |
| Macquarie Infrastructure Company | 7.2 | $12M | 150k | 80.58 | |
| Charter Communications | 6.8 | $11M | 35k | 327.33 | |
| FleetCor Technologies | 6.4 | $11M | 70k | 151.43 | |
| Accelr8 Technology | 5.8 | $9.7M | 400k | 24.20 | |
| NewStar Financial | 5.4 | $9.0M | 853k | 10.58 | |
| priceline.com Incorporated | 5.3 | $8.9M | 5.0k | 1780.00 | |
| Jd (JD) | 4.6 | $7.6M | 245k | 31.11 | |
| American Tower Reit (AMT) | 3.6 | $6.0M | 49k | 121.55 | |
| 3.4 | $5.7M | 6.7k | 847.76 | ||
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.8 | $4.7M | 351k | 13.34 | |
| Zillow Group Inc Cl A (ZG) | 2.6 | $4.4M | 130k | 33.81 | |
| Facebook Inc cl a (META) | 2.3 | $3.8M | 27k | 142.04 | |
| Visa (V) | 2.1 | $3.6M | 40k | 88.88 | |
| Gilead Sciences (GILD) | 1.6 | $2.7M | 40k | 67.92 | |
| Grubhub | 1.6 | $2.6M | 80k | 32.89 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.2 | $337k | 10k | 33.70 |
