Matrix Capital Management Company

Matrix Capital Management Company as of Sept. 30, 2017

Portfolio Holdings for Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of 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 (NEWR) 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 (SGEN) 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 (ATVI) 1.9 $60M 925k 64.51
Amazon (AMZN) 0.6 $19M 20k 961.35