Matrix Capital Management Company as of June 30, 2022
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 20 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 13.3 | $588M | 1.1M | 536.67 | |
| Globalfoundries Ordinary Shares (GFS) | 11.5 | $508M | 13M | 40.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 11.5 | $506M | 3.0M | 168.56 | |
| Altair Engr Com Cl A (ALTR) | 11.1 | $488M | 9.3M | 52.50 | |
| Qualcomm (QCOM) | 9.7 | $426M | 3.3M | 127.74 | |
| Netflix (NFLX) | 7.9 | $350M | 2.0M | 174.87 | |
| Applied Materials (AMAT) | 6.6 | $292M | 3.2M | 90.98 | |
| Zentalis Pharmaceuticals (ZNTL) | 5.9 | $259M | 9.2M | 28.10 | |
| Twilio Cl A (TWLO) | 5.6 | $249M | 3.0M | 83.81 | |
| Micron Technology (MU) | 5.0 | $221M | 4.0M | 55.28 | |
| Workday Cl A (WDAY) | 3.5 | $157M | 1.1M | 139.58 | |
| Adaptive Biotechnologies Cor (ADPT) | 2.1 | $94M | 12M | 8.09 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.8 | $81M | 7.5M | 10.84 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 1.5 | $66M | 39M | 1.70 | |
| Aura Biosciences (AURA) | 1.3 | $58M | 4.1M | 14.17 | |
| salesforce (CRM) | 1.2 | $52M | 317k | 165.04 | |
| Wolfspeed (WOLF) | 0.1 | $6.3M | 100k | 63.45 | |
| Imago Biosciences | 0.1 | $4.8M | 361k | 13.39 | |
| Ventyx Biosciences (VTYX) | 0.1 | $4.1M | 335k | 12.23 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.1 | $3.2M | 400k | 7.95 |
