Matrix Capital Management Company as of March 31, 2020
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 19.2 | $751M | 2.0M | 375.50 | |
| Adaptive Biotechnologies Cor (ADPT) | 10.7 | $420M | 15M | 27.78 | |
| salesforce (CRM) | 9.7 | $378M | 2.6M | 143.98 | |
| Micron Technology (MU) | 8.6 | $337M | 8.0M | 42.06 | |
| TransDigm Group Incorporated (TDG) | 7.1 | $277M | 863k | 320.19 | |
| Applied Materials (AMAT) | 5.8 | $225M | 4.9M | 45.82 | |
| Amazon (AMZN) | 5.1 | $201M | 103k | 1949.72 | |
| Xilinx | 4.4 | $173M | 2.2M | 77.94 | |
| Qualcomm (QCOM) | 4.2 | $162M | 2.4M | 67.65 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.5 | $136M | 2.4M | 55.68 | |
| Docusign (DOCU) | 3.2 | $124M | 1.3M | 92.40 | |
| New Relic | 3.1 | $123M | 2.7M | 46.24 | |
| Altair Engr (ALTR) | 2.8 | $110M | 4.1M | 26.50 | |
| Workday Inc cl a (WDAY) | 2.7 | $107M | 820k | 130.22 | |
| Adaptimmune Therapeutics (ADAP) | 2.4 | $94M | 34M | 2.72 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.2 | $88M | 2.4M | 36.02 | |
| Cargurus (CARG) | 1.8 | $72M | 3.8M | 18.94 | |
| Facebook Inc cl a (META) | 1.1 | $44M | 262k | 166.80 | |
| Lumentum Hldgs (LITE) | 1.1 | $43M | 580k | 73.70 | |
| Coupa Software | 0.6 | $24M | 173k | 139.73 | |
| Livongo Health | 0.6 | $22M | 768k | 28.53 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $3.4M | 100k | 34.20 |
