Matrix Capital Management Company as of June 30, 2023
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 19 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.5 | $1.3B | 3.2M | 423.02 | |
| Globalfoundries Ordinary Shares (GFS) | 12.8 | $1.1B | 17M | 64.58 | |
| Applied Materials (AMAT) | 11.8 | $1.0B | 7.1M | 144.54 | |
| TransDigm Group Incorporated (TDG) | 11.4 | $979M | 1.1M | 894.17 | |
| Amazon (AMZN) | 11.1 | $956M | 7.3M | 130.36 | |
| Altair Engr Com Cl A (ALTR) | 9.8 | $848M | 11M | 75.84 | |
| Marvell Technology (MRVL) | 5.9 | $510M | 8.5M | 59.78 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.6 | $394M | 14M | 28.21 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.2 | $360M | 497k | 724.75 | |
| Workday Cl A (WDAY) | 4.2 | $358M | 1.6M | 225.89 | |
| Synopsys (SNPS) | 3.1 | $266M | 610k | 435.41 | |
| Qualcomm (QCOM) | 2.6 | $222M | 1.9M | 119.04 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.9 | $78M | 12M | 6.71 | |
| Aura Biosciences (AURA) | 0.8 | $66M | 5.4M | 12.35 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.5 | $46M | 7.5M | 6.15 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.4 | $36M | 39M | 0.93 | |
| Autodesk (ADSK) | 0.3 | $24M | 119k | 204.61 | |
| Ventyx Biosciences (VTYX) | 0.0 | $2.9M | 90k | 32.80 | |
| Zscaler Incorporated (ZS) | 0.0 | $2.7M | 18k | 146.30 |
