Selkirk Management LLC_____ as of Dec. 31, 2012
Portfolio Holdings for Selkirk Management LLC_____
Selkirk Management LLC_____ holds 17 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NewStar Financial | 11.9 | $12M | 860k | 14.01 | |
| Macquarie Infrastructure Company | 10.8 | $11M | 241k | 45.56 | |
| Celgene Corporation | 10.7 | $11M | 138k | 78.47 | |
| Iron Mountain Incorporated | 7.1 | $7.2M | 232k | 31.05 | |
| American Tower Reit (AMT) | 6.8 | $6.9M | 89k | 77.27 | |
| Equinix | 6.3 | $6.4M | 31k | 206.19 | |
| priceline.com Incorporated | 6.2 | $6.3M | 10k | 620.34 | |
| Apple (AAPL) | 6.0 | $6.1M | 12k | 532.14 | |
| Visa (V) | 5.2 | $5.2M | 35k | 151.59 | |
| MasterCard Incorporated (MA) | 5.1 | $5.2M | 11k | 491.24 | |
| 5.0 | $5.1M | 7.2k | 707.42 | ||
| Carter's (CRI) | 4.0 | $4.1M | 73k | 55.64 | |
| BlackRock | 3.7 | $3.7M | 18k | 206.72 | |
| EMC Corporation | 3.6 | $3.7M | 145k | 25.30 | |
| Invesco (IVZ) | 3.5 | $3.6M | 137k | 26.09 | |
| Amazon (AMZN) | 2.4 | $2.5M | 9.8k | 250.92 | |
| FleetCor Technologies | 1.6 | $1.7M | 31k | 53.65 |
