SELKIRK MANAGEMENT LLC Information

ONE MAIN STREET, CHATHAM, New Jersey, 07928, (973) 701-6175

Report Date: 03/31/2015

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 4
Decreased Positions 7
Positions with Activity 11
Sold Out Positions 3
Total Mkt Value (in $ millions) 191

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 10.76%
Healthcare 34.37%
Services 29.64%
Technology 16.02%
Transportation 7.99%
Utilities

23 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 34,084 New 259,250
EQUINIX INC COM PAR $0.001 19,321 7,595 64.77 68,300
FLEETCOR TECHNOLOGIES INC COM 15,436 New 100,000
MACQUARIE INFRASTRUCTURE CORP COM 15,268 New 180,000
VALEANT PHARMACEUTICALS INTL I COM 14,271 New 55,484
GILEAD SCIENCES INC COM 10,555 -4,837 (31.43) 88,256
NEWSTAR FINANCIAL INC COM 9,997 New 864,811
CHARTER COMMUNICATIONS INC DEL CL A NEW 9,740 New 52,000
PRICELINE GRP INC COM NEW 8,807 -1,687 (16.08) 7,100
INVESCO LTD SHS 7,517 -825 (9.89) 195,000
MEDIVATION INC COM 6,737 New 64,300
ZILLOW GROUP INC CL A 6,579 4,361 196.55 86,000
VIPSHOP HLDGS LTD SPONSORED ADR 6,113 New 305,500
AMAZON COM INC COM 5,243 New 9,800
ACCELERATE DIAGNOSTICS INC COM 5,223 1,062 25.53 208,000
AMERICAN TOWER CORP NEW COM 4,687 New 49,150
GOOGLE INC CL A 4,497 New 6,765
VISA INC COM CL A 3,031 New 40,000
JD COM INC SPON ADR CL A 2,321 2,321 New 70,500
QIHOO 360 TECHNOLOGY CO LTD ADS 1,552 -1,241 (44.44) 25,000