Matrix Capital Management Company

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Linkedin Corp Com 11.24 925000 229.71
Tableau Software Inc Cl A 10.78 2.40M 84.76
Workday Inc cl a 9.60 2.22M 81.61
Netflix (NFLX) 9.13 505200 341.61
Illumina (ILMN) 8.78 900000 184.58
Lions Gate Entertainment (LGF) 7.77 4.59M 32.02
Tripadvisor 6.85 1.73M 74.66
H&R; Block (HRB) 6.41 3.60M 33.68
TransDigm Group Incorporated (TDG) 6.41 617783 196.35
Time Warner (TWX) 5.70 1.26M 85.42
American Tower Reit 5.23 1000000 98.85
Constellation Brands (STZ) 3.30 635000 98.17
DaVita (DVA) 3.08 770000 75.74
Knowles 2.37 1.90M 23.55
Pacira Pharmaceuticals, Inc. 1.64 350000 88.66
New Relic 1.47 796000 34.84
Zendesk 0.26 200000 24.37