Matrix Capital Management Company as of Dec. 31, 2017
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 26.1 | $731M | 3.8M | 191.96 | |
| Exelixis (EXEL) | 10.9 | $304M | 10M | 30.40 | |
| Incyte Corporation (INCY) | 9.5 | $265M | 2.8M | 94.71 | |
| TransDigm Group Incorporated (TDG) | 7.0 | $197M | 718k | 274.62 | |
| Seattle Genetics | 6.3 | $178M | 3.3M | 53.50 | |
| Activision Blizzard | 5.0 | $141M | 2.2M | 63.32 | |
| DaVita (DVA) | 5.0 | $140M | 1.9M | 72.25 | |
| Tableau Software Inc Cl A | 5.0 | $139M | 2.0M | 69.20 | |
| Constellation Brands (STZ) | 4.6 | $129M | 562k | 228.57 | |
| Workday Inc cl a (WDAY) | 3.9 | $110M | 1.1M | 101.74 | |
| Cyberark Software (CYBR) | 3.1 | $88M | 2.1M | 41.39 | |
| Adaptimmune Therapeutics (ADAP) | 2.9 | $82M | 12M | 6.68 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.7 | $76M | 225k | 335.96 | |
| New Relic | 2.4 | $68M | 1.2M | 57.77 | |
| Cargurus (CARG) | 1.8 | $51M | 1.7M | 29.98 | |
| Amazon (AMZN) | 1.7 | $47M | 40k | 1169.48 | |
| Box Inc cl a (BOX) | 0.8 | $21M | 1.0M | 21.12 | |
| Trillium Therapeutics, Inc. Cmn | 0.6 | $16M | 2.2M | 7.25 | |
| Mulesoft Inc cl a | 0.3 | $9.8M | 420k | 23.26 | |
| Pandora Media | 0.3 | $9.3M | 1.9M | 4.82 |
