Matrix Capital Management Company as of Dec. 31, 2018
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 17.7 | $535M | 2.0M | 267.66 | |
| Tableau Software Inc Cl A | 15.2 | $459M | 3.8M | 120.00 | |
| Incyte Corporation (INCY) | 8.5 | $255M | 4.0M | 63.59 | |
| Workday Inc cl a (WDAY) | 7.4 | $224M | 1.4M | 159.68 | |
| TransDigm Group Incorporated (TDG) | 7.0 | $210M | 618k | 340.06 | |
| Seattle Genetics | 5.9 | $178M | 3.1M | 56.66 | |
| Cargurus (CARG) | 5.4 | $163M | 4.8M | 33.73 | |
| Adaptimmune Therapeutics (ADAP) | 5.2 | $156M | 27M | 5.75 | |
| Activision Blizzard | 4.7 | $141M | 3.0M | 46.57 | |
| Square Inc cl a (SQ) | 3.9 | $118M | 2.1M | 56.09 | |
| salesforce (CRM) | 3.6 | $110M | 800k | 136.97 | |
| Amazon (AMZN) | 3.5 | $107M | 71k | 1501.97 | |
| DaVita (DVA) | 3.3 | $100M | 1.9M | 51.46 | |
| Constellation Brands (STZ) | 3.0 | $91M | 566k | 160.82 | |
| Veeva Sys Inc cl a (VEEV) | 1.9 | $58M | 650k | 89.32 | |
| Elastic N V ord (ESTC) | 1.8 | $54M | 750k | 71.48 | |
| New Relic | 1.5 | $44M | 543k | 80.97 | |
| Blackbaud (BLKB) | 0.4 | $13M | 200k | 62.90 | |
| Trillium Therapeutics, Inc. Cmn | 0.1 | $3.9M | 2.3M | 1.71 |
