Matrix Capital Management Company as of March 31, 2011
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 23 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.5 | $90M | 1.1M | 83.83 | |
| Valeant Pharmaceuticals Int | 10.7 | $52M | 1.1M | 49.81 | |
| Mednax (MD) | 10.1 | $50M | 742k | 66.61 | |
| Popular | 7.6 | $37M | 13M | 2.92 | |
| Express Scripts | 6.0 | $29M | 523k | 55.61 | |
| SLM Corporation (SLM) | 5.8 | $29M | 1.9M | 15.30 | |
| CIGNA Corporation | 4.0 | $20M | 440k | 44.28 | |
| Crown Castle International | 3.8 | $19M | 434k | 42.55 | |
| Health Net | 3.7 | $18M | 550k | 32.70 | |
| DaVita (DVA) | 3.5 | $17M | 200k | 85.51 | |
| Carter's (CRI) | 3.3 | $16M | 564k | 28.63 | |
| Scripps Networks Interactive | 3.3 | $16M | 322k | 50.09 | |
| PHH Corporation | 3.1 | $15M | 695k | 21.77 | |
| National CineMedia | 2.9 | $14M | 764k | 18.67 | |
| Home Inns & Hotels Management | 2.5 | $12M | 309k | 39.57 | |
| 7 Days Group Holdings | 2.4 | $12M | 578k | 20.28 | |
| Amazon (AMZN) | 2.1 | $10M | 58k | 180.14 | |
| SBA Communications Corporation | 2.1 | $10M | 255k | 39.68 | |
| WuXi PharmaTech | 2.1 | $10M | 649k | 15.46 | |
| Tyler Technologies (TYL) | 0.9 | $4.6M | 193k | 23.71 | |
| D Bona Film Group | 0.8 | $4.0M | 625k | 6.40 | |
| Southwest Airlines (LUV) | 0.5 | $2.5M | 200k | 12.63 | |
| SolarWinds | 0.2 | $1.2M | 50k | 23.46 |
