Matrix Capital Management Company as of June 30, 2020
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 14.2 | $910M | 2.0M | 455.04 | |
| Adaptive Biotechnologies Cor (ADPT) | 11.4 | $731M | 15M | 48.38 | |
| salesforce (CRM) | 7.7 | $491M | 2.6M | 187.33 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $484M | 1.1M | 442.05 | |
| Micron Technology (MU) | 6.4 | $412M | 8.0M | 51.52 | |
| Qualcomm (QCOM) | 6.3 | $404M | 4.4M | 91.21 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 6.1 | $390M | 39M | 10.01 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.7 | $301M | 3.0M | 100.29 | |
| Applied Materials (AMAT) | 4.6 | $297M | 4.9M | 60.45 | |
| Xilinx | 3.8 | $243M | 2.5M | 98.39 | |
| New Relic | 3.6 | $233M | 3.4M | 68.90 | |
| Docusign (DOCU) | 3.6 | $232M | 1.3M | 172.21 | |
| Disney Walt Com Disney (DIS) | 3.5 | $223M | 2.0M | 111.51 | |
| Workday Cl A (WDAY) | 3.1 | $198M | 1.1M | 187.36 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.9 | $184M | 3.8M | 48.02 | |
| Altair Engr Com Cl A (ALTR) | 2.6 | $164M | 4.1M | 39.75 | |
| Amazon (AMZN) | 2.2 | $142M | 52k | 2758.82 | |
| Zillow Group Cl C Cap Stk (Z) | 2.2 | $141M | 2.4M | 57.61 | |
| Livongo Health | 0.9 | $58M | 768k | 75.19 | |
| Global Payments (GPN) | 0.8 | $51M | 300k | 169.62 | |
| Coupa Software | 0.7 | $48M | 173k | 277.04 | |
| Guidewire Software (GWRE) | 0.7 | $44M | 400k | 110.85 | |
| Avidity Biosciences Ord (RNA) | 0.5 | $34M | 1.2M | 28.26 |
