MATRIX CAPITAL Overview

Matrix Capital Management is a hedge fund that manages 2.5 BN dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/07 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 95% of the manager's regulatory AUM.

MATRIX CAPITAL StockAlpha

-0.8%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MATRIX CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WDAY 19.7% Tech -21.68% -4.52% 3 4%
NFLX 16.59% Cons. Disc. 25.05% 3.1% 0 16%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MATRIX CAPITAL Founders and Key Employees

Name Title In Position Since
David E. Goel Limited Partner October-1999
Christopher D. Johnson Chief Financial Officer March-2006
David E. Goel Limited Partner - Matrix General Partner, Lp (Relying Adviser) October-1999
David E. Goel Limited Partner - Matrix Institutional Advisers, Lp (Relying Adviser) June-2005
Timothy J. Frechette Chief Operating Officer November-2013
John J. Kaleba Chief Compliance Officer August-2014
David E. Goel Limited Partner - Matrix Restricted Fund General Partner, Lp (Relying Adviser) October-1999

MATRIX CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

MATRIX CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies.

The descriptions set forth in this Brochure of specific advisory services that the Investment Adviser offers to clients, and investment strategies pursued and investments made by the Investment Adviser on behalf of its clients, should not be understood to limit in any way the Investment Adviser’s invest ment activities. The Investment Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that the Investment Adviser considers appropriate, subject to each client’s investment objectives and guidelines. The investment strategies the Investment Adviser pursues are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of ...
Get the Full Report

MATRIX CAPITAL Portfolio Concentration

MATRIX CAPITAL Location

1000 WINTER STREET
SUITE 4500- BAY COLONY CORPORATE CENTER
WALTHAM, Massachusetts
UNITED STATES, 02451

MATRIX CAPITAL Contact Information

Phone Number: 781-522-4962
Fax Number: 781-890-4573
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B