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Gurus
Growth
MATRIX CAPITAL MANAGEMENT COMPANY, LP (Data extracted from 13F, 13D, 13G and Form 4)

MATRIX CAPITAL MANAGEMENT COMPANY, LP

AUM: $12.09 B

13-F Portfolio Value: $222.78 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
GFS	GLOBALFOUNDRIES INC	59.59%	3,475,000	$132,745,000	-3,489,952	-50.11%	$38.2	13F