Notify me when Matrix Capital Management Company, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2 | $57,616,042 | $0 | -$69,705,287 | -$69,705,287 | AURA, MAZE | 13F-HR | 13 Feb 2026, 09:55 |
| Q3 2025 | 3 | $106,742,922 | $0 | -$154,331,725 | -$154,331,725 | MAZE, AURA, ZNTL | 13F-HR | 13 Nov 2025, 16:00 |
| Q2 2025 | 4 | $222,781,213 | $0 | -$133,316,166 | -$133,316,166 | GFS, AURA, MAZE, ZNTL | 13F-HR | 14 Aug 2025, 10:47 |
| Q1 2025 | 4 | $347,213,639 | +$27,372,886 | -$1,709,440,420 | -$1,682,067,534 | GFS, AURA, MAZE, ZNTL | 13F-HR | 14 May 2025, 16:05 |
| Q4 2024 | 5 | $2,151,311,219 | +$83,760,120 | -$226,139,262 | -$142,379,142 | ALTR, GFS, PRM, AURA, ZNTL | 13F-HR | 13 Feb 2025, 16:45 |
| Q3 2024 | 7 | $2,094,563,353 | $0 | -$10,898,177,016 | -$10,898,177,016 | ALTR, GFS, PRM, AURA, ZNTL | 13F-HR | 14 Nov 2024, 16:03 |
| Q2 2024 | 23 | $13,137,113,071 | +$4,395,594,946 | -$133,864,869 | +$4,261,730,077 | NVDA, QCOM, TDG, ALTR, MRVL | 13F-HR | 13 Aug 2024, 17:51 |
| Q1 2024 | 23 | $10,765,194,581 | +$1,511,549,675 | -$2,482,123,297 | -$970,573,622 | NVDA, TDG, QCOM, ALTR, MRVL | 13F-HR | 14 May 2024, 16:31 |
| Q4 2023 | 19 | $9,715,816,917 | +$336,138,901 | -$209,804,887 | +$126,334,014 | NVDA, AMAT, AMZN, TDG, GFS | 13F-HR | 13 Feb 2024, 17:02 |
| Q3 2023 | 19 | $8,336,680,980 | +$369,351,142 | $0 | +$369,351,142 | NVDA, GFS, AMAT, AMZN, TDG | 13F-HR | 14 Nov 2023, 16:03 |
| Q2 2023 | 19 | $8,606,791,627 | +$999,373,957 | -$1,110,027,778 | -$110,653,821 | NVDA, GFS, AMAT, TDG, AMZN | 13F-HR | 14 Aug 2023, 17:03 |
| Q1 2023 | 17 | $7,362,176,099 | +$911,180,631 | -$495,826,447 | +$415,354,184 | NVDA, GFS, TDG, ALTR, AMAT | 13F-HR | 15 May 2023, 16:09 |
| Q4 2022 | 17 | $5,238,164,235 | +$944,774,277 | -$1,157,734,000 | -$212,959,723 | GFS, NVDA, TDG, ALTR, AMZN | 13F-HR | 13 Feb 2023, 16:58 |
| Q3 2022 | 26 | $5,227,543,000 | +$1,399,440,505 | -$356,085,000 | +$1,043,355,505 | GFS, TDG, CRWD, ALTR, AMZN | 13F-HR | 14 Nov 2022, 16:30 |
| Q2 2022 | 20 | $4,412,443,000 | +$347,171,213 | -$2,300,732,552 | -$1,953,561,339 | TDG, GFS, CRWD, ALTR, QCOM | 13F-HR | 15 Aug 2022, 17:13 |
| Q1 2022 | 25 | $8,331,174,000 | +$1,674,496,134 | -$596,427,000 | +$1,078,069,134 | DIS, NFLX, TDG, CRWD, GFS | 13F-HR | 16 May 2022, 16:43 |
| Q4 2021 | 22 | $8,982,865,000 | +$401,569,796 | -$556,571,563 | -$155,001,767 | NFLX, TDG, CRM, ALTR, DIS | 13F-HR | 14 Feb 2022, 17:45 |
| Q3 2021 | 23 | $8,786,243,000 | +$271,500,426 | -$499,218,718 | -$227,718,292 | NFLX, CRWD, CRM, DIS, TDG | 13F-HR | 15 Nov 2021, 16:41 |
| Q2 2021 | 23 | $9,154,131,000 | +$662,261,067 | -$738,849,754 | -$76,588,687 | NFLX, CRWD, DIS, TDG, TWLO | 13F-HR | 16 Aug 2021, 16:04 |
| Q1 2021 | 30 | $8,660,250,000 | +$734,769,678 | -$972,157,779 | -$237,388,101 | NFLX, DIS, TDG, CRM, CRWD | 13F-HR | 17 May 2021, 16:33 |
| Q4 2020 | 29 | $9,246,107,000 | +$382,946,461 | -$133,845,000 | +$249,101,461 | NFLX, ADPT, DIS, TDG, CRWD | 13F-HR | 16 Feb 2021, 16:33 |
| Q3 2020 | 28 | $7,509,982,000 | +$1,166,325,707 | -$581,185,011 | +$585,140,696 | NFLX, CRM, ADPT, DIS, TDG | 13F-HR | 16 Nov 2020, 16:25 |
| Q2 2020 | 23 | $6,414,691,000 | +$1,044,265,489 | -$304,438,882 | +$739,826,607 | NFLX, ADPT, CRM, TDG, MU | 13F-HR | 14 Aug 2020, 16:25 |
| Q1 2020 | 22 | $3,911,516,000 | +$719,368,107 | -$1,011,322,748 | -$291,954,641 | NFLX, ADPT, CRM, MU, TDG | 13F-HR | 15 May 2020, 16:06 |
| Q4 2019 | 22 | $4,697,775,000 | +$148,115,483 | -$24,566,000 | +$123,549,483 | CRM, NFLX, ADPT, TDG, MU | 13F-HR | 14 Feb 2020, 11:00 |
| Q3 2019 | 24 | $4,053,254,000 | +$784,632,696 | -$1,492,405,928 | -$707,773,232 | CRM, ADPT, NFLX, TDG, MU | 13F-HR | 14 Nov 2019, 16:00 |
| Q2 2019 | 24 | $5,410,357,000 | +$1,474,019,470 | -$19,920,000 | +$1,454,099,470 | ADPT, NFLX, DATA, INCY, TDG | 13F-HR | 14 Aug 2019, 16:10 |
| Q1 2019 | 20 | $3,749,629,000 | +$382,381,949 | -$198,094,300 | +$184,287,649 | NFLX, DATA, INCY, TDG, WDAY | 13F-HR | 15 May 2019, 16:21 |
| Q4 2018 | 19 | $3,018,549,000 | +$304,500,805 | -$452,939,378 | -$148,438,573 | NFLX, DATA, INCY, WDAY, TDG | 13F-HR | 14 Feb 2019, 16:18 |
| Q3 2018 | 21 | $4,047,627,000 | +$189,311,987 | $0 | +$189,311,987 | NFLX, DATA, INCY, SGEN, ADAP | 13F-HR | 14 Nov 2018, 16:09 |
| Q2 2018 | 20 | $3,519,445,000 | +$410,034,079 | -$64,763,000 | +$345,271,079 | NFLX, DATA, INCY, SGEN, ATVI | 13F-HR | 14 Aug 2018, 16:08 |
| Q1 2018 | 21 | $2,874,370,000 | +$414,823,394 | -$791,199,110 | -$376,375,716 | NFLX, INCY, EXEL, DATA, SGEN | 13F-HR | 15 May 2018, 16:13 |
| Q4 2017 | 20 | $2,800,461,000 | +$404,505,764 | -$796,388,430 | -$391,882,666 | NFLX, EXEL, INCY, TDG, SGEN | 13F-HR | 14 Feb 2018, 16:09 |
| Q3 2017 | 17 | $3,127,380,000 | +$162,279,535 | -$113,505,000 | +$48,774,535 | NFLX, EXEL, WDAY, INCY, TDG | 13F-HR | 14 Nov 2017, 16:29 |
| Q2 2017 | 18 | $2,943,745,000 | +$451,699,298 | $0 | +$451,699,298 | NFLX, EXEL, WDAY, INCY, P | 13F-HR | 14 Aug 2017, 16:26 |
| Q1 2017 | 13 | $2,414,649,000 | +$475,828,081 | -$394,117,262 | +$81,710,819 | NFLX, EXEL, P, WDAY, INCY | 13F-HR | 15 May 2017, 16:09 |
| Q4 2016 | 12 | $2,042,448,000 | +$219,183,069 | -$410,574,520 | -$191,391,451 | NFLX, WDAY, P, TDG, INCY | 13F-HR | 14 Feb 2017, 16:22 |
| Q3 2016 | 15 | $2,378,651,000 | +$118,483,038 | -$227,276,654 | -$108,793,616 | WDAY, NFLX, P, DATA, NEWR | 13F-HR | 14 Nov 2016, 17:28 |
| Q2 2016 | 15 | $2,227,763,000 | +$57,532,993 | -$40,215,625 | +$17,317,368 | WDAY, NFLX, P, DATA, TDG | 13F-HR | 15 Aug 2016, 16:09 |
| Q1 2016 | 14 | $2,052,460,000 | +$498,709,856 | -$364,733,048 | +$133,976,808 | NFLX, WDAY, DATA, P, TDG | 13F-HR | 16 May 2016, 16:09 |
| Q4 2015 | 17 | $2,222,756,000 | +$142,809,717 | -$224,385,179 | -$81,575,462 | NFLX, WDAY, DATA, TDG, LGF | 13F-HR | 16 Feb 2016, 16:17 |
| Q3 2015 | 18 | $2,157,414,000 | +$631,081,248 | -$194,365,053 | +$436,716,195 | NFLX, WDAY, DATA, LGF, TDG | 13F-HR | 16 Nov 2015, 16:17 |
| Q2 2015 | 20 | $2,246,744,000 | +$160,686,563 | -$71,124,985 | +$89,561,578 | NFLX, DATA, WDAY, LGF, TRIP | 13F-HR | 14 Aug 2015, 16:14 |
| Q1 2015 | 19 | $1,944,899,000 | +$366,594,737 | -$410,974,000 | -$44,379,263 | NFLX, DATA, WDAY, LGF, TRIP | 13F-HR | 15 May 2015, 16:26 |
| Q4 2014 | 17 | $1,891,159,000 | +$257,753,557 | -$302,458,151 | -$44,704,594 | LNKD, DATA, WDAY, NFLX, ILMN | 13F-HR | 17 Feb 2015, 16:36 |
| Q3 2014 | 18 | $1,866,280,000 | +$84,260,429 | -$57,142,324 | +$27,118,105 | LNKD, WDAY, DATA, LGF, ILMN | 13F-HR | 14 Nov 2014, 16:22 |
| Q2 2014 | 18 | $1,823,739,000 | +$511,862,830 | -$253,945,000 | +$257,917,830 | LNKD, WDAY, ILMN, WAG, LGF | 13F-HR | 14 Aug 2014, 08:41 |
| Q1 2014 | 19 | $1,500,743,000 | +$399,975,019 | -$335,214,012 | +$64,761,007 | LNKD, WDAY, HRB, TDG, WAG | 13F-HR | 15 May 2014, 08:37 |
| Q4 2013 | 20 | $1,394,392,000 | $0 | $0 | $0 | WDAY, NFLX, HRB, META, TDG | 13F-HR | 14 Feb 2014, 07:43 |