Matrix Capital Management Company, LP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    portsmouth, NH
  • CIK
    0001410830
  • Alternate names
    Matrix Capital Management Company, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

4

$347.21 M
GLOBALFOUNDRIES INC, AURA, MAZE THERAPEUTICS INC, ZNTL
13F-HR
May 14, 2025
000117266125001886

5

$2.15 B
ALTR, GLOBALFOUNDRIES INC, PERIMETER SOLUTIONS INC, AURA
13F-HR
Feb 13, 2025
000117266125000832

7

$2.09 B
ALTR, GLOBALFOUNDRIES INC, PERIMETER SOLUTIONS SA, AURA
13F-HR
Nov 14, 2024
000117266124005158

23

$13.14 B
NVDA, QCOM, TRANSDIGM GROUP INC, ALTR
13F-HR
Aug 14, 2024
000117266124003343

23

$10.77 B
NVDA, TRANSDIGM GROUP INC, QCOM, ALTR
13F-HR
May 14, 2024
000117266124002306

19

$9.72 B
NVDA, AMAT, AMZN, TRANSDIGM GROUP INC
13F-HR
Feb 13, 2024
000117266124000852

19

$8.34 B
NVDA, GLOBALFOUNDRIES INC, AMAT, AMZN
13F-HR
Nov 14, 2023
000117266123003986

19

$8.61 B
NVDA, GLOBALFOUNDRIES INC, AMAT, TRANSDIGM GROUP INC
13F-HR
Aug 14, 2023
000117266123003194

17

$7.36 B
NVDA, GLOBALFOUNDRIES INC, TRANSDIGM GROUP INC, ALTR
13F-HR
May 15, 2023
000117266123002292

17

$5.24 B
GLOBALFOUNDRIES INC, NVDA, TRANSDIGM GROUP INC, ALTR
13F-HR
Feb 13, 2023
000117266123000789

26

$5.23 B
GLOBALFOUNDRIES INC, TRANSDIGM GROUP INC, CRWD, ALTR
13F-HR
Nov 14, 2022
000117266122002584

20

$4.41 B
TRANSDIGM GROUP INC, GLOBALFOUNDRIES INC, CRWD, ALTR
13F-HR
Aug 15, 2022
000117266122002012

25

$8.33 B
DIS, NFLX, TRANSDIGM GROUP INC, CRWD
13F-HR
May 16, 2022
000117266122001488

22

$8.98 B
NFLX, TRANSDIGM GROUP INC, CRM, ALTR
13F-HR
Feb 15, 2022
000117266122000942

23

$8.79 B
NFLX, CRWD, CRM, DIS
13F-HR
Nov 15, 2021
000117266121002389

23

$9.15 B
NFLX, CRWD, DIS, TRANSDIGM GROUP INC
13F-HR
Aug 16, 2021
000117266121001827

30

$8.66 B
NFLX, DIS, TRANSDIGM GROUP INC, CRM
13F-HR
May 17, 2021
000117266121001364

29

$9.25 B
NFLX, ADPT, DIS, TRANSDIGM GROUP INC
13F-HR
Feb 16, 2021
000117266121000762

29

$7.52 B
NFLX, CRM, ADPT, DIS
13F-HR
Nov 16, 2020
000117266120002308

23

$6.41 B
NFLX, ADPT, CRM, TRANSDIGM GROUP INC
13F-HR
Aug 14, 2020
000117266120001837

22

$3.91 B
NFLX, ADPT, CRM, MU
13F-HR
May 15, 2020
000117266120001367

22

$4.70 B
CRM, NFLX, ADPT, TRANSDIGM GROUP INC
13F-HR
Feb 14, 2020
000117266120000579

24

$4.05 B
CRM, ADPT, NFLX, TRANSDIGM GROUP INC
13F-HR
Nov 14, 2019
000117266119002326

24

$5.41 B
ADPT, NFLX, DATA, INCY
13F-HR
Aug 14, 2019
000117266119001865

20

$3.75 B
NFLX, DATA, INCY, TRANSDIGM GROUP INC
13F-HR
May 15, 2019
000117266119001378

19

$3.02 B
NFLX, DATA, INCY, WDAY
13F-HR
Feb 14, 2019
000117266119000844

21

$4.05 B
NFLX, DATA, INCY, SGEN
13F-HR
Nov 14, 2018
000117266118002173

20

$3.52 B
NFLX, DATA, INCY, SGEN
13F-HR
Aug 14, 2018
000117266118001668

21

$2.87 B
NFLX, INCY, EX9, DATA
13F-HR
May 15, 2018
000117266118001238

20

$2.80 B
NFLX, EX9, INCY, TRANSDIGM GROUP INC
13F-HR
Feb 14, 2018
000117266118000777

17

$3.13 B
NFLX, EX9, WDAY, INCY
13F-HR
Nov 14, 2017
000117266117002125

18

$2.94 B
NFLX, EX9, WDAY, INCY
13F-HR
Aug 14, 2017
000117266117001698

13

$2.41 B
NFLX, EX9, P, WDAY
13F-HR
May 15, 2017
000117266117001214

12

$2.04 B
NFLX, WDAY, P, TRANSDIGM GROUP INC
13F-HR
Feb 14, 2017
000117266117000763

15

$2.38 B
WDAY, NFLX, P, DATA
13F-HR
Nov 14, 2016
000117266116004335

15

$2.23 B
WDAY, NFLX, P, DATA
13F-HR
Aug 15, 2016
000117266116003884

14

$2.05 B
NFLX, WDAY, DATA, P
13F-HR
May 16, 2016
000117266116003426

17

$2.22 B
NFLX, WDAY, DATA, TRANSDIGM GROUP INC
13F-HR
Feb 16, 2016
000117266116002926

18

$2.16 B
NFLX, WDAY, DATA, 2818750Q
13F-HR
Nov 16, 2015
000117266115002088

20

$2.25 B
NFLX, DATA, WDAY, 2818750Q
13F-HR
Aug 14, 2015
000117266115001649

19

$1.94 B
NFLX, DATA, WDAY, 2818750Q
13F-HR
May 15, 2015
000117266115001216

17

$1.89 B
LNKD, DATA, WDAY, NFLX
13F-HR
Feb 17, 2015
000117266115000723

18

$1.87 B
LNKD, WDAY, DATA, 2818750Q
13F-HR
Nov 14, 2014
000117266114001858

18

$1.82 B
LNKD, WDAY, ILMN, WAG
13F-HR
Aug 14, 2014
000117266114001423

19

$1.50 B
LNKD, WDAY, HRB, TRANSDIGM GROUP INC
13F-HR
May 15, 2014
000117266114001055

20

$1.39 B
WDAY, NFLX, HRB, META
13F-HR
Feb 14, 2014
000117266114000565