Matrix Capital Management Company as of Sept. 30, 2017
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 17 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 22.1 | $691M | 3.8M | 181.35 | |
| Exelixis (EXEL) | 11.7 | $366M | 15M | 24.23 | |
| Workday Inc cl a (WDAY) | 8.8 | $275M | 2.6M | 105.39 | |
| Incyte Corporation (INCY) | 8.5 | $265M | 2.3M | 116.74 | |
| TransDigm Group Incorporated (TDG) | 5.9 | $184M | 718k | 255.65 | |
| Pandora Media | 5.7 | $180M | 23M | 7.70 | |
| New Relic | 5.0 | $156M | 3.1M | 49.80 | |
| Constellation Brands (STZ) | 4.9 | $152M | 762k | 199.45 | |
| Tableau Software Inc Cl A | 4.8 | $150M | 2.0M | 74.89 | |
| Tripadvisor (TRIP) | 4.8 | $149M | 3.7M | 40.53 | |
| Seattle Genetics | 3.7 | $115M | 2.1M | 54.41 | |
| DaVita (DVA) | 3.7 | $115M | 1.9M | 59.39 | |
| Adaptimmune Therapeutics (ADAP) | 3.1 | $99M | 12M | 8.19 | |
| Cyberark Software (CYBR) | 2.5 | $77M | 1.9M | 41.00 | |
| Under Armour Inc Cl C (UA) | 2.4 | $75M | 5.0M | 15.02 | |
| Activision Blizzard | 1.9 | $60M | 925k | 64.51 | |
| Amazon (AMZN) | 0.6 | $19M | 20k | 961.35 |
