Matrix Capital Management Company as of Dec. 31, 2020
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 11.7 | $1.1B | 2.0M | 540.73 | |
| Adaptive Biotechnologies Cor (ADPT) | 8.4 | $776M | 13M | 59.13 | |
| Walt Disney Company (DIS) | 8.2 | $761M | 4.2M | 181.18 | |
| TransDigm Group Incorporated (TDG) | 7.3 | $678M | 1.1M | 618.85 | |
| Crowdstrike Hldgs Cl A (CRWD) | 6.9 | $636M | 3.0M | 211.82 | |
| Micron Technology (MU) | 6.5 | $600M | 8.0M | 75.18 | |
| salesforce (CRM) | 6.3 | $584M | 2.6M | 222.53 | |
| Global Payments (GPN) | 5.7 | $531M | 2.5M | 215.42 | |
| Qualcomm (QCOM) | 5.5 | $508M | 3.3M | 152.34 | |
| New Relic | 3.5 | $327M | 5.0M | 65.40 | |
| Altair Engr Com Cl A (ALTR) | 3.2 | $300M | 5.2M | 58.18 | |
| Docusign (DOCU) | 3.2 | $299M | 1.3M | 222.30 | |
| Xilinx | 3.2 | $298M | 2.1M | 141.77 | |
| Applied Materials (AMAT) | 2.8 | $260M | 3.0M | 86.30 | |
| Workday Cl A (WDAY) | 2.7 | $253M | 1.1M | 239.61 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 2.4 | $218M | 3.4M | 64.15 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 2.3 | $210M | 39M | 5.39 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.1 | $199M | 3.8M | 51.94 | |
| Amazon (AMZN) | 1.8 | $168M | 52k | 3256.93 | |
| Dynatrace Com New (DT) | 1.2 | $108M | 2.5M | 43.27 | |
| Unity Software (U) | 0.8 | $77M | 500k | 153.47 | |
| Lam Research Corporation (LRCX) | 0.8 | $71M | 150k | 472.27 | |
| Castle Biosciences (CSTL) | 0.7 | $67M | 1.0M | 67.15 | |
| Silk Road Medical Inc Common (SILK) | 0.6 | $53M | 847k | 62.98 | |
| Guidewire Software (GWRE) | 0.6 | $52M | 400k | 128.73 | |
| stock | 0.6 | $51M | 300k | 169.89 | |
| C3 Ai Cl A (AI) | 0.5 | $42M | 300k | 138.75 | |
| Avidity Biosciences Ord (RNA) | 0.3 | $31M | 1.2M | 25.52 | |
| Abcellera Biologics (ABCL) | 0.1 | $10M | 250k | 40.24 |
