Matrix Capital Management Company as of Dec. 31, 2022
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Globalfoundries Ordinary Shares (GFS) | 19.0 | $997M | 19M | 53.89 | |
| NVIDIA Corporation (NVDA) | 14.2 | $741M | 5.1M | 146.14 | |
| TransDigm Group Incorporated (TDG) | 13.2 | $689M | 1.1M | 629.65 | |
| Altair Engr Com Cl A (ALTR) | 9.4 | $494M | 11M | 45.47 | |
| Amazon (AMZN) | 8.2 | $427M | 5.1M | 84.00 | |
| Applied Materials (AMAT) | 7.9 | $416M | 4.3M | 97.38 | |
| Qualcomm (QCOM) | 7.0 | $367M | 3.3M | 109.94 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.2 | $272M | 497k | 546.40 | |
| Workday Cl A (WDAY) | 5.1 | $265M | 1.6M | 167.33 | |
| Zentalis Pharmaceuticals (ZNTL) | 3.5 | $185M | 9.2M | 20.14 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.7 | $88M | 12M | 7.64 | |
| Zscaler Incorporated (ZS) | 1.4 | $73M | 650k | 111.90 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.3 | $68M | 7.5M | 9.14 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 1.1 | $57M | 39M | 1.46 | |
| Aura Biosciences (AURA) | 1.1 | $56M | 5.4M | 10.50 | |
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $31M | 349k | 87.47 | |
| Ventyx Biosciences (VTYX) | 0.2 | $11M | 335k | 32.79 |
