Matrix Capital Management Company as of March 31, 2019
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 20 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 19.0 | $713M | 2.0M | 356.56 | |
| Tableau Software Inc Cl A | 13.0 | $487M | 3.8M | 127.28 | |
| Incyte Corporation (INCY) | 9.2 | $345M | 4.0M | 86.01 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $281M | 618k | 453.99 | |
| Workday Inc cl a (WDAY) | 7.2 | $270M | 1.4M | 192.85 | |
| Seattle Genetics | 6.1 | $230M | 3.1M | 73.24 | |
| Cargurus (CARG) | 5.5 | $208M | 5.2M | 40.06 | |
| Amazon (AMZN) | 4.3 | $160M | 90k | 1780.76 | |
| Square Inc cl a (SQ) | 4.2 | $157M | 2.1M | 74.92 | |
| Facebook Inc cl a (META) | 4.0 | $150M | 900k | 166.69 | |
| salesforce (CRM) | 3.4 | $127M | 800k | 158.37 | |
| Adaptimmune Therapeutics (ADAP) | 3.2 | $120M | 28M | 4.30 | |
| DaVita (DVA) | 2.8 | $105M | 1.9M | 54.29 | |
| Applied Materials (AMAT) | 2.6 | $99M | 2.5M | 39.66 | |
| Constellation Brands (STZ) | 2.6 | $99M | 566k | 175.33 | |
| Micron Technology (MU) | 1.6 | $62M | 1.5M | 41.33 | |
| Elastic N V ord (ESTC) | 1.6 | $60M | 750k | 79.87 | |
| Activision Blizzard | 1.5 | $55M | 1.2M | 45.53 | |
| Teradyne (TER) | 0.5 | $20M | 500k | 39.84 | |
| Trillium Therapeutics, Inc. Cmn | 0.0 | $1.5M | 2.3M | 0.66 |
