HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
3,308,512 | +144,812 | $1,638,441 |
| NVDA | 3,308,512 | +144,812 | $1,638,441 |
| APPLIED MATLS INC |
7,052,700 | UNCH | $1,143,031 |
| AMAT | 7,052,700 | UNCH | $1,143,031 |
| AMAZON COM INC |
7,335,828 | UNCH | $1,114,606 |
| AMZN | 7,335,828 | UNCH | $1,114,606 |
| TRANSDIGM GROUP INC |
1,094,900 | UNCH | $1,107,601 |
| TDG | 1,094,900 | UNCH | $1,107,601 |
| GLOBALFOUNDRIES INC |
17,048,000 | UNCH | $1,033,109 |
| GFS | 17,048,000 | UNCH | $1,033,109 |
| ALTAIR ENGR INC |
12,233,174 | +932,717 | $1,029,422 |
| ALTR | 12,233,174 | +932,717 | $1,029,422 |
| MARVELL TECHNOLOGY INC |
15,055,500 | +1,888,676 | $907,997 |
| MRVL | 15,055,500 | +1,888,676 | $907,997 |
| WORKDAY INC |
1,586,043 | UNCH | $437,843 |
| WDAY | 1,586,043 | UNCH | $437,843 |
| ASML HOLDING N V |
497,200 | UNCH | $376,341 |
| ASML | 497,200 | UNCH | $376,341 |
| SYNOPSYS INC |
717,735 | UNCH | $369,569 |
| SNPS | 717,735 | UNCH | $369,569 |
| ZENTALIS PHARMACEUTICALS INC |
13,959,973 | UNCH | $211,494 |
| ZNTL | 13,959,973 | UNCH | $211,494 |
| AUTODESK INC |
414,000 | UNCH | $100,801 |
| ADSK | 414,000 | UNCH | $100,801 |
| AURA BIOSCIENCES INC |
6,922,870 | +1,560,000 | $61,337 |
| AURA | 6,922,870 | +1,560,000 | $61,337 |
| ADAPTIVE BIOTECHNOLOGIES COR |
11,572,590 | UNCH | $56,706 |
| ADPT | 11,572,590 | UNCH | $56,706 |
| MODERNA INC |
454,000 | +454,000 | $45,150 |
| MRNA | 454,000 | +454,000 | $45,150 |
| PERIMETER SOLUTIONS SA |
7,462,500 | UNCH | $34,328 |
| PRM | 7,462,500 | UNCH | $34,328 |
| ADAPTIMMUNE THERAPEUTICS PLC |
38,974,185 | UNCH | $30,907 |
| ADAP | 38,974,185 | UNCH | $30,907 |
| VEEVA SYS INC |
67,832 | +67,832 | $13,059 |
| VEEV | 67,832 | +67,832 | $13,059 |
See Full List: All Stocks Held By Matrix Capital Management Company LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Matrix Capital Management Company LP
|
Size ($ in 1000's)
At 12/31/2023: $9,715,820 At 09/30/2023: $8,336,682 Matrix Capital Management Company LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matrix Capital Management Company LP 13F filings. Link to 13F filings: SEC filings |
