Selkirk Management LLC_____

Selkirk Management as of March 31, 2017

Portfolio Holdings for Selkirk Management

Selkirk Management holds 20 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 17.5 $31M 248k 124.43
Equinix 11.3 $20M 50k 400.38
Amazon (AMZN) 7.2 $13M 14k 886.51
Macquarie Infrastructure Company 6.8 $12M 150k 80.58
Charter Communications 6.5 $11M 35k 327.33
FleetCor Technologies (FLT) 6.0 $11M 70k 151.43
PowerShares QQQ Trust, Series 1 5.6 $9.9M 75k 132.37
Accelr8 Technology 5.5 $9.7M 400k 24.20
NewStar Financial 5.1 $9.0M 853k 10.58
priceline.com Incorporated 5.0 $8.9M 5.0k 1780.00
Jd (JD) 4.3 $7.6M 245k 31.11
American Tower Reit (AMT) 3.4 $6.0M 49k 121.55
Google 3.2 $5.7M 6.7k 847.76
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.6 $4.7M 351k 13.34
Zillow Group Inc Cl A (ZG) 2.5 $4.4M 130k 33.81
Facebook Inc cl a (META) 2.2 $3.8M 27k 142.04
Visa (V) 2.0 $3.6M 40k 88.88
Gilead Sciences (GILD) 1.5 $2.7M 40k 67.92
Grubhub 1.5 $2.6M 80k 32.89
Zillow Group Inc Cl C Cap Stk (Z) 0.2 $337k 10k 33.70