Matrix Capital Management Company, LP's most recent trades

10% Owner

COMPANY

NET TOTAL

15.67%

TRANSDIGM GROUP INC

1,094,900

$587,600,000.00

13.48%

CROWDSTRIKE HLDGS INC

3,000,000

$505,680,000.00

13.02%

ALTAIR ENGR INC

9,300,000

$488,250,000.00

11.37%

QUALCOMM INC

3,337,360

$426,314,000.00

9.33%

NETFLIX INC

2,000,000

$349,740,000.00

7.80%

APPLIED MATLS INC

3,213,000

$292,319,000.00

6.89%

ZENTALIS PHARMACEUTICALS INC

9,199,973

$258,519,000.00

6.63%

TWILIO INC

2,967,549

$248,710,000.00

5.90%

MICRON TECHNOLOGY INC

4,000,000

$221,120,000.00

4.17%

WORKDAY INC

1,121,043

$156,475,000.00

2.50%

ADAPTIVE BIOTECHNOLOGIES COR

11,572,590

$93,622,000.00

1.77%

ADAPTIMMUNE THERAPEUTICS PLC

38,974,184

$66,256,000.00

1.39%

SALESFORCE INC

316,500

$52,235,000.00

0.08%

ADC THERAPEUTICS SA

400,000

$3,180,000.00