MATRIX CAPITAL MANAGEMENT COMPANY, LP Information

1000 WINTER STREET, WALTHAM, Massachusetts, 02451, (781) 522-4948

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 5
Increased Positions 9
Decreased Positions 5
Positions with Activity 14
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,228

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 6.02%
Conglomerates
Consumer Cyclical 7.84%
Consumer/Non-Cyclical 3.34%
Energy
Financial
Healthcare 4.05%
Services 42.5%
Technology 15.15%
Transportation
Utilities

9 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 426,295 49,916 13.26 4,005,400
WORKDAY INC CL A 181,469 1,147 .64 2,238,150
LKQ CORP COM 124,672 124,672 New 4,057,000
RESTAURANT BRANDS INTL INC COM 58,100 58,100 New 1,400,000
RALPH LAUREN CORP CL A 50,000 50,000 New 400,000
AKAMAI TECHNOLOGIES INC COM 47,362 47,362 New 661,200
PLATFORM SPECIALTY PRODS CORP COM 44,800 44,800 New 2,000,000
NEW RELIC INC COM 44,110 16,043 57.16 1,251,000
PACIRA PHARMACEUTICALS INC COM 29,750 8,925 42.86 500,000


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