Selkirk Management LLC_____

Selkirk Management as of Dec. 31, 2017

Portfolio Holdings for Selkirk Management

Selkirk Management holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 14.5 $27M 260k 104.36
Powershares Qqq Trust unit ser 1 12.5 $23M 150k 155.76
Equinix 10.6 $20M 44k 453.21
Amazon (AMZN) 9.0 $17M 14k 1169.48
Charter Communications 6.2 $12M 35k 335.95
Jd (JD) 6.0 $11M 269k 41.42
Macquarie Infrastructure Company 5.1 $9.6M 150k 64.20
Accelr8 Technology 5.1 $9.5M 362k 26.20
Grubhub 5.0 $9.4M 131k 71.80
priceline.com Incorporated 4.6 $8.7M 5.0k 1737.80
Google 3.8 $7.1M 6.7k 1053.43
American Tower Reit (AMT) 3.7 $7.0M 49k 142.67
Zillow Group Inc Cl C Cap Stk (Z) 3.2 $6.0M 146k 40.92
Chegg (CHGG) 2.9 $5.4M 328k 16.32
Zillow Group Inc Cl A (ZG) 2.8 $5.3M 130k 40.74
Facebook Inc cl a (META) 2.5 $4.8M 27k 176.44
Visa (V) 2.4 $4.6M 40k 114.02