Matrix Capital Management Company as of Dec. 31, 2021
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 13.4 | $1.2B | 2.0M | 602.44 | |
| TransDigm Group Incorporated (TDG) | 7.8 | $697M | 1.1M | 636.28 | |
| salesforce (CRM) | 7.4 | $666M | 2.6M | 254.13 | |
| Altair Engr Com Cl A (ALTR) | 7.4 | $665M | 8.6M | 77.32 | |
| Walt Disney Company (DIS) | 7.2 | $651M | 4.2M | 154.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 6.8 | $614M | 3.0M | 204.75 | |
| Qualcomm (QCOM) | 6.8 | $610M | 3.3M | 182.87 | |
| New Relic | 6.1 | $550M | 5.0M | 109.96 | |
| Twilio Cl A (TWLO) | 5.4 | $486M | 1.8M | 263.34 | |
| Applied Materials (AMAT) | 5.3 | $474M | 3.0M | 157.36 | |
| Xilinx | 5.0 | $445M | 2.1M | 212.03 | |
| Micron Technology (MU) | 4.1 | $373M | 4.0M | 93.15 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.1 | $366M | 4.3M | 84.06 | |
| Adaptive Biotechnologies Cor (ADPT) | 3.6 | $325M | 12M | 28.06 | |
| Workday Cl A (WDAY) | 3.2 | $289M | 1.1M | 273.18 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 1.6 | $146M | 39M | 3.75 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.2 | $104M | 7.5M | 13.89 | |
| Globalfoundries Ordinary Shares (GFS) | 1.1 | $98M | 1.5M | 64.97 | |
| Amplitude Com Cl A (AMPL) | 0.9 | $85M | 1.6M | 52.94 | |
| Aura Biosciences (AURA) | 0.8 | $70M | 4.1M | 16.98 | |
| Dynatrace Com New (DT) | 0.4 | $39M | 653k | 60.35 | |
| Forgerock Cl A | 0.3 | $27M | 1.0M | 26.69 |
