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 03/31/18. The fund's latest filing disclosed 3BN in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 03/31/18. The fund's latest filing disclosed 3BN in positions, representing 115% of the manager's regulatory AUM.
MATRIX CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MATRIX CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NFLX | 20.55% | Cons. Disc. | 44.49% | 5.37% | 0 | 24% | ||
| INCY | 11.65% | Health | -9.41% | -2.25% | 2 | 9% | ||
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FEATURED IN
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 ...
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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 ...
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MATRIX CAPITAL Portfolio Concentration
MATRIX CAPITAL Location
1000 WINTER STREET
SUITE 4500- BAY COLONY CORPORATE CENTER
WALTHAM, Massachusetts
UNITED STATES, 02451
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: null
Fax Number: 781-890-4573
Website: null
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