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MATRIX CAPITAL MANAGEMENT COMPANY, LP

AUM: $7.61 B
13-F Portfolio Value: $9.72 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 94.25%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
NVDANVIDIA CORPORATION16.86%3,308,512$1,638,441,313144,8124.58%$495.2213F
AMATAPPLIED MATLS INC11.76%7,052,700$1,143,031,089No Change$162.0713F
AMZNAMAZON COM INC11.47%7,335,828$1,114,605,706No Change$151.9413F
TDGTRANSDIGM GROUP INC11.4%1,094,900$1,107,600,840No Change$1011.613F
GFSGLOBALFOUNDRIES INC10.63%17,048,000$1,033,108,800No Change$60.613F
ALTRALTAIR ENGR INC10.6%12,233,174$1,029,421,592932,7178.25%$84.1513F
MRVLMARVELL TECHNOLOGY INC9.35%15,055,500$907,997,2051,888,67614.34%$60.3113F
WDAYWORKDAY INC4.51%1,586,043$437,843,031No Change$276.0613F
ASMLASML HOLDING N V3.87%497,200$376,340,624No Change$756.9213F
SNPSSYNOPSYS INC3.8%717,735$369,568,929No Change$514.9113F
ZNTLZENTALIS PHARMACEUTICALS INC2.18%13,959,973$211,493,591No Change$15.1513F
ADSKAUTODESK INC1.04%414,000$100,800,720No Change$243.4813F
AURAAURA BIOSCIENCES INC0.63%6,922,870$61,336,6281,560,00029.09%$8.8613F
ADPTADAPTIVE BIOTECHNOLOGIES COR0.58%11,572,590$56,705,691No Change$4.913F
MRNAMODERNA INC0.46%454,000$45,150,300454,000New$99.4513F
PRMPERIMETER SOLUTIONS SA0.35%7,462,500$34,327,500No Change$4.613F
ADAPADAPTIMMUNE THERAPEUTICS PLC0.32%38,974,185$30,906,529No Change$0.7913F
VEEVVEEVA SYS INC0.13%67,832$13,059,01767,832New$192.5213F
ZSZSCALER INC0.04%18,405$4,077,812No Change$221.5613F
QCOMQUALCOMM INC-1,861,000Exited13F
VTYXVENTYX BIOSCIENCES INC-89,900Exited13F