Matrix Capital Management Company, LLC Buys Facebook Inc, Applied Materials Inc, Micron Technology Inc, Sells Activision Blizzard Inc, Veeva Systems Inc, New Relic Inc

Waltham, MA, based Investment company Matrix Capital Management Company, LLC buys Facebook Inc, Applied Materials Inc, Micron Technology Inc, Amazon.com Inc, Teradyne Inc, sells Activision Blizzard Inc, Veeva Systems Inc, New Relic Inc, Blackbaud Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Matrix Capital Management Company, LLC. As of 2019Q1, Matrix Capital Management Company, LLC owns 20 stocks with a total value of $3.8 billion. These are the details of the buys and sells.

For the details of Matrix Capital Management Company, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/matrix+capital+management+company%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Matrix Capital Management Company, LLC
  1. Netflix Inc (NFLX) - 2,000,000 shares, 19.02% of the total portfolio.
  2. Tableau Software Inc (DATA) - 3,825,000 shares, 12.98% of the total portfolio.
  3. Incyte Corp (INCY) - 4,011,847 shares, 9.20% of the total portfolio. Shares reduced by 0.12%
  4. TransDigm Group Inc (TDG) - 617,783 shares, 7.48% of the total portfolio.
  5. Workday Inc (WDAY) - 1,400,000 shares, 7.20% of the total portfolio.
New Purchase: Facebook Inc (FB)

Matrix Capital Management Company, LLC initiated holding in Facebook Inc. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $187.62. The impact to a portfolio due to this purchase was 4%. The holding were 900,000 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Matrix Capital Management Company, LLC initiated holding in Applied Materials Inc. The purchase prices were between $31.54 and $41.33, with an estimated average price of $37.87. The stock is now traded at around $41.21. The impact to a portfolio due to this purchase was 2.64%. The holding were 2,500,000 shares as of .

New Purchase: Micron Technology Inc (MU)

Matrix Capital Management Company, LLC initiated holding in Micron Technology Inc. The purchase prices were between $31 and $43.99, with an estimated average price of $38.53. The stock is now traded at around $37.37. The impact to a portfolio due to this purchase was 1.64%. The holding were 1,487,128 shares as of .

New Purchase: Teradyne Inc (TER)

Matrix Capital Management Company, LLC initiated holding in Teradyne Inc. The purchase prices were between $29.6 and $42.07, with an estimated average price of $37.24. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.53%. The holding were 500,000 shares as of .

Added: Amazon.com Inc (AMZN)

Matrix Capital Management Company, LLC added to a holding in Amazon.com Inc by 26.76%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1905.29. The impact to a portfolio due to this purchase was 0.9%. The holding were 90,000 shares as of .

Sold Out: Veeva Systems Inc (VEEV)

Matrix Capital Management Company, LLC sold out a holding in Veeva Systems Inc. The sale prices were between $84.89 and $128.62, with an estimated average price of $112.44.

Sold Out: New Relic Inc (NEWR)

Matrix Capital Management Company, LLC sold out a holding in New Relic Inc. The sale prices were between $75.44 and $108.06, with an estimated average price of $98.78.

Sold Out: Blackbaud Inc (BLKB)

Matrix Capital Management Company, LLC sold out a holding in Blackbaud Inc. The sale prices were between $60.72 and $80.76, with an estimated average price of $73.21.



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