Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of September 2014 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Linkedin Corp Com 10.30 925000 207.79
Workday Inc cl a 9.83 2.22M 82.50
Tableau Software Inc Cl A 9.36 2.40M 72.65
Lions Gate Entertainment (LGF) 8.10 4.59M 32.97
Illumina (ILMN) 7.90 900000 163.92
Time Warner (TWX) 6.29 1.56M 75.21
TransDigm Group Incorporated (TDG) 6.10 617783 184.33
H&R; Block (HRB) 5.98 3.60M 31.01
Walgreen Company (WAG) 5.72 1.80M 59.27
Tripadvisor 5.19 1.06M 91.42
American Tower Reit 5.02 1000000 93.63
Netflix (NFLX) 4.86 201200 451.18
Ralph Lauren Corp 4.41 500000 164.73
DaVita (DVA) 3.02 770000 73.14
Constellation Brands (STZ) 2.97 635000 87.16
Valeant Pharmaceuticals Int (VRX) 2.50 356300 131.20
Facebook Inc cl a 2.21 521321 79.04
Zendesk 0.23 200000 21.59