Question 1

What is a 13F filing and what does it show for Matrix Capital?

Accepted Answer

A 13F filing is a quarterly report required by the SEC for institutional investment managers with over $100 million in equity assets. It discloses all long equity positions, giving investors transparency into what Matrix Capital holds, how much, and how those positions have changed.

Question 2

How do I read Matrix Capital's portfolio on StonkWhisper?

Accepted Answer

The portfolio view shows each holding's ticker, share count, market value, portfolio weight, and quarter-over-quarter change. New positions are highlighted, along with exits and significant increases or decreases. Sort by any column to find the highest-conviction bets.

Question 3

How often is Matrix Capital's 13F data updated?

Accepted Answer

13F filings are due within 45 days after each calendar quarter end. StonkWhisper ingests new filings from SEC EDGAR as they are published, so data reflects the most recently available quarterly snapshot.

Question 4

What are conviction bets in Matrix Capital's portfolio?

Accepted Answer

Conviction bets are positions where Matrix Capital has allocated a disproportionately large share of their portfolio, or has significantly increased their position size quarter over quarter. These high-weight holdings suggest the manager's strongest directional views.

Quarter	Filed	Portfolio Value	Positions	SEC Filing
2026-03-31	2026-05-14	$46.3M	1	View on EDGAR
2025-12-31	2026-02-13	$57.6M	2	View on EDGAR
2025-09-30	2025-11-13	$106.7M	3	View on EDGAR
2025-06-30	2025-08-14	$222.8M	4	View on EDGAR
2025-03-31	2025-05-14	$347.2M	4	View on EDGAR
2024-12-31	2025-02-13	$2.2B	5	View on EDGAR
2024-09-30	2024-11-14	$2.1B	7	View on EDGAR
2024-06-30	2024-08-14	$13.1B	23	View on EDGAR

Matrix Capital

Filing History