Matrix Capital Management Company as of Sept. 30, 2014
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 18 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linkedin Corp | 10.3 | $192M | 925k | 207.79 | |
| Workday Inc cl a (WDAY) | 9.8 | $184M | 2.2M | 82.50 | |
| Tableau Software Inc Cl A | 9.4 | $175M | 2.4M | 72.65 | |
| Lions Gate Entertainment | 8.1 | $151M | 4.6M | 32.97 | |
| Illumina (ILMN) | 7.9 | $148M | 900k | 163.92 | |
| Time Warner | 6.3 | $117M | 1.6M | 75.21 | |
| TransDigm Group Incorporated (TDG) | 6.1 | $114M | 618k | 184.33 | |
| H&R Block (HRB) | 6.0 | $112M | 3.6M | 31.01 | |
| Walgreen Company | 5.7 | $107M | 1.8M | 59.27 | |
| Tripadvisor (TRIP) | 5.2 | $97M | 1.1M | 91.42 | |
| American Tower Reit (AMT) | 5.0 | $94M | 1.0M | 93.63 | |
| Netflix (NFLX) | 4.9 | $91M | 201k | 451.18 | |
| Ralph Lauren Corp (RL) | 4.4 | $82M | 500k | 164.73 | |
| DaVita (DVA) | 3.0 | $56M | 770k | 73.14 | |
| Constellation Brands (STZ) | 3.0 | $55M | 635k | 87.16 | |
| Valeant Pharmaceuticals Int | 2.5 | $47M | 356k | 131.20 | |
| Facebook Inc cl a (META) | 2.2 | $41M | 521k | 79.04 | |
| Zendesk | 0.2 | $4.3M | 200k | 21.59 |
