Matrix Capital Management Company as of Dec. 31, 2019
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 17.4 | $816M | 5.0M | 162.64 | |
| Netflix (NFLX) | 13.8 | $647M | 2.0M | 323.57 | |
| Adaptive Biotechnologies Cor (ADPT) | 11.0 | $519M | 17M | 29.92 | |
| TransDigm Group Incorporated (TDG) | 7.4 | $346M | 618k | 560.00 | |
| Micron Technology (MU) | 7.2 | $340M | 6.3M | 53.78 | |
| Applied Materials (AMAT) | 5.5 | $259M | 4.3M | 61.04 | |
| Facebook Inc cl a (META) | 4.6 | $215M | 1.0M | 205.25 | |
| Qualcomm (QCOM) | 4.5 | $212M | 2.4M | 88.23 | |
| Amazon (AMZN) | 4.1 | $192M | 104k | 1847.84 | |
| Cargurus (CARG) | 4.0 | $190M | 5.4M | 35.18 | |
| Seattle Genetics | 3.9 | $183M | 1.6M | 114.26 | |
| Incyte Corporation (INCY) | 3.6 | $169M | 1.9M | 87.32 | |
| Workday Inc cl a (WDAY) | 3.0 | $140M | 850k | 164.45 | |
| Docusign (DOCU) | 2.8 | $129M | 1.7M | 74.11 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.4 | $112M | 2.4M | 45.94 | |
| Altair Engr (ALTR) | 1.8 | $86M | 2.4M | 35.91 | |
| Xilinx | 1.0 | $49M | 500k | 97.77 | |
| Ptc (PTC) | 0.9 | $44M | 583k | 74.89 | |
| Adaptimmune Therapeutics (ADAP) | 0.7 | $34M | 28M | 1.20 | |
| New Relic | 0.1 | $7.3M | 111k | 65.71 | |
| Square Inc cl a (SQ) | 0.1 | $6.0M | 96k | 62.56 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $3.8M | 100k | 38.05 |
