Matrix Capital Management Company as of March 31, 2024
Portfolio Holdings for Matrix Capital Management Company
Matrix Capital Management Company holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.3 | $2.4B | 2.7M | 903.56 | |
| TransDigm Group Incorporated (TDG) | 12.5 | $1.3B | 1.1M | 1231.60 | |
| Qualcomm (QCOM) | 10.9 | $1.2B | 6.9M | 169.30 | |
| Altair Engr Com Cl A (ALTR) | 9.9 | $1.1B | 12M | 86.15 | |
| Marvell Technology (MRVL) | 9.9 | $1.1B | 15M | 70.88 | |
| Globalfoundries Ordinary Shares (GFS) | 8.1 | $874M | 17M | 52.11 | |
| Amazon (AMZN) | 7.5 | $803M | 4.5M | 180.38 | |
| Workday Cl A (WDAY) | 4.0 | $433M | 1.6M | 272.75 | |
| Synopsys (SNPS) | 3.8 | $410M | 718k | 571.50 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.4 | $366M | 377k | 970.47 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.0 | $220M | 14M | 15.76 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $116M | 499k | 231.69 | |
| Moderna (MRNA) | 0.7 | $78M | 730k | 106.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $76M | 500k | 150.93 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.6 | $62M | 39M | 1.58 | |
| Ptc (PTC) | 0.5 | $56M | 297k | 188.94 | |
| Perimeter Solutions Sa Common Stock | 0.5 | $55M | 7.5M | 7.42 | |
| Aura Biosciences (AURA) | 0.5 | $54M | 6.9M | 7.85 | |
| Ansys (ANSS) | 0.5 | $50M | 145k | 347.16 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.3 | $37M | 12M | 3.21 | |
| Unity Software (U) | 0.1 | $6.7M | 250k | 26.70 | |
| Bridgebio Pharma (BBIO) | 0.0 | $5.3M | 170k | 30.92 | |
| Zscaler Incorporated (ZS) | 0.0 | $3.5M | 18k | 192.63 |
