Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 22.09 3.81M 181.35
Exelixis (EXEL) 11.71 15.12M 24.23
Workday Inc cl a 8.79 2.61M 105.39
Incyte Corporation (INCY) 8.47 2.27M 116.74
TransDigm Group Incorporated (TDG) 5.87 717783 255.65
Pandora Media Inc 5.74 23.31M 7.70
New Relic 4.98 3.13M 49.80
Constellation Brands (STZ) 4.86 762200 199.45
Tableau Software Inc Cl A 4.81 2.01M 74.89
Tripadvisor 4.76 3.68M 40.53
Seattle Genetics (SGEN) 3.68 2.12M 54.41
DaVita (DVA) 3.68 1.94M 59.39
Adaptimmune Therapeutics 3.15 12.04M 8.19
Cyberark Software Ltd shs 2.47 1.88M 41.00
Under Armour Inc Cl C 2.40 5.00M 15.02
Activision Blizzard (ATVI) 1.91 925000 64.51
Amazon (AMZN) 0.61 20000 961.35