Matrix Capital Management Company as of Dec. 31, 2010
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 20 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 18.7 | $78M | 1.1M | 72.01 | |
Popular | 15.0 | $62M | 20M | 3.14 | |
Mednax (MD) | 12.0 | $50M | 742k | 67.29 | |
Express Scripts | 9.1 | $38M | 698k | 54.05 | |
SLM Corporation (SLM) | 5.6 | $23M | 1.9M | 12.59 | |
CIGNA Corporation | 5.2 | $22M | 590k | 36.66 | |
Amazon (AMZN) | 5.1 | $21M | 118k | 180.00 | |
Health Net | 4.7 | $19M | 712k | 27.29 | |
Crown Castle International | 3.8 | $16M | 359k | 43.83 | |
LKQ Corporation (LKQ) | 3.2 | $13M | 590k | 22.72 | |
PHH Corporation | 2.9 | $12M | 520k | 23.15 | |
WuXi PharmaTech | 2.5 | $11M | 649k | 16.14 | |
SBA Communications Corporation | 2.5 | $10M | 255k | 40.94 | |
Affiliated Managers (AMG) | 2.1 | $8.9M | 90k | 99.22 | |
Valeant Pharmaceuticals Int | 1.7 | $7.1M | 250k | 28.29 | |
7 Days Group Holdings | 1.4 | $6.0M | 280k | 21.30 | |
China Lodging | 1.4 | $5.8M | 265k | 21.78 | |
Home Inns & Hotels Management | 1.3 | $5.4M | 132k | 40.96 | |
D Bona Film Group | 0.8 | $3.4M | 625k | 5.46 | |
Live Nation Entertainment (LYV) | 0.8 | $3.1M | 271k | 11.42 |