Matrix Capital Management Company as of June 30, 2017
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 18 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 19.3 | $569M | 3.8M | 149.41 | |
| Exelixis (EXEL) | 12.7 | $372M | 15M | 24.63 | |
| Workday Inc cl a (WDAY) | 8.6 | $253M | 2.6M | 97.00 | |
| Incyte Corporation (INCY) | 7.7 | $226M | 1.8M | 125.91 | |
| Pandora Media | 7.1 | $208M | 23M | 8.92 | |
| TransDigm Group Incorporated (TDG) | 6.6 | $193M | 718k | 268.87 | |
| Constellation Brands (STZ) | 5.0 | $148M | 762k | 193.73 | |
| Tripadvisor (TRIP) | 4.6 | $135M | 3.5M | 38.20 | |
| New Relic | 4.6 | $134M | 3.1M | 43.01 | |
| DaVita (DVA) | 4.3 | $126M | 1.9M | 64.76 | |
| Tableau Software Inc Cl A | 4.2 | $123M | 2.0M | 61.27 | |
| Seattle Genetics | 3.7 | $110M | 2.1M | 51.74 | |
| Under Armour Inc Cl C (UA) | 3.4 | $101M | 5.0M | 20.16 | |
| salesforce (CRM) | 2.9 | $87M | 1.0M | 86.60 | |
| Cyberark Software (CYBR) | 2.5 | $75M | 1.5M | 49.95 | |
| Adaptimmune Therapeutics (ADAP) | 1.3 | $39M | 8.7M | 4.49 | |
| O'reilly Automotive (ORLY) | 0.9 | $27M | 123k | 218.74 | |
| Activision Blizzard | 0.6 | $19M | 325k | 57.57 |
