Matrix Capital Management Company

Matrix Capital Management Company as of June 30, 2017

Portfolio Holdings for Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of 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 (NEWR) 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 (SGEN) 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 (ATVI) 0.6 $19M 325k 57.57