Matrix Capital Management Company

Companies in the Matrix Capital Management Company portfolio as of June 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 22.24 2.00M 391.43
Tableau Software Inc Cl A 9.44 3.40M 97.75
Incyte Corporation (INCY) 8.79 4.62M 67.00
Seattle Genetics (SGEN) 7.29 3.87M 66.39
Activision Blizzard (ATVI) 6.34 2.92M 76.32
Exelixis (EXEL) 6.11 10.00M 21.52
TransDigm Group Incorporated (TDG) 6.06 617783 345.14
Adaptimmune Therapeutics 4.75 14.08M 11.87
Cargurus Inc 4.74 4.80M 34.74
DaVita (DVA) 3.83 1.94M 69.44
Square Inc cl a 3.68 2.10M 61.64
Constellation Brands (STZ) 3.50 562200 218.87
Workday Inc cl a 3.44 1000000 121.12
salesforce (CRM) 3.10 800000 136.40
Charter Communications Inc New Cl A cl a 1.87 225000 293.21
New Relic 1.55 542600 100.59
Veeva Sys Inc cl a 1.42 650000 76.86
Talend S A ads 0.87 492086 62.28
Blackbaud (BLKB) 0.58 200000 102.45
Trillium Therapeutics, Inc. Cmn 0.39 2.29M 6.00