Matrix Capital Management Company as of June 30, 2014
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 18 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linkedin Corp Com Cl A | 11.3 | $206M | 1.2M | 171.47 | |
| Workday Cl A (WDAY) | 11.0 | $200M | 2.2M | 89.86 | |
| Illumina (ILMN) | 8.8 | $161M | 900k | 178.54 | |
| Walgreen Company | 7.3 | $133M | 1.8M | 74.13 | |
| Lions Gate Entmnt Corp Com New | 7.2 | $131M | 4.6M | 28.58 | |
| H&R Block (HRB) | 6.6 | $121M | 3.6M | 33.52 | |
| Tripadvisor (TRIP) | 6.3 | $115M | 1.1M | 108.66 | |
| Tableau Software Cl A | 6.3 | $114M | 1.6M | 71.33 | |
| TransDigm Group Incorporated (TDG) | 5.7 | $103M | 618k | 167.26 | |
| American Tower Reit (AMT) | 4.9 | $90M | 1.0M | 89.98 | |
| Netflix (NFLX) | 4.9 | $89M | 201k | 440.60 | |
| Time Warner Com New | 4.7 | $86M | 1.2M | 70.25 | |
| Ralph Lauren Corp Cl A (RL) | 4.4 | $80M | 500k | 160.69 | |
| Constellation Brands Cl A (STZ) | 3.1 | $56M | 635k | 88.13 | |
| DaVita (DVA) | 3.1 | $56M | 770k | 72.32 | |
| Valeant Pharmaceuticals Int | 2.5 | $45M | 356k | 126.12 | |
| Facebook Cl A (META) | 1.9 | $35M | 521k | 67.29 | |
| Zendesk | 0.2 | $3.5M | 200k | 17.38 |
