Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of December 2015 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 20.61 4.01M 114.38
Workday Inc cl a 14.20 3.96M 79.68
Tableau Software Inc Cl A 12.72 3.00M 94.22
TransDigm Group Incorporated (TDG) 6.35 617783 228.45
Lions Gate Entertainment (LGF) 5.95 4.09M 32.39
Tripadvisor 5.50 1.43M 85.25
LKQ Corporation (LKQX) 5.41 4.06M 29.63
New Relic 5.32 3.25M 36.43
Akamai Technologies (AKAM) 4.40 1.86M 52.63
American Tower Reit 4.36 1000000 96.95
Linkedin Corp Com 4.19 414000 225.08
Constellation Brands (STZ) 4.07 635000 142.44
DaVita (DVA) 2.41 770000 69.71
Chipotle Mexican Grill (CMG) 1.30 60000 479.85
Envision Healthcare Hlds 1.17 1000000 25.97
Knowles 1.17 1.95M 13.33
Time Warner (TWX) 0.87 300000 64.67