Key evidence
0 tracked funds new or increased
No new or increased position is present in the latest comparable filings.
Tracked-fund evidence brief
What changed
Reported 13F changes, stored open-market Form 4/5 activity, and dated EOD closes—kept separate so each claim can be checked.
Ranked focus
Reported conviction
- 1 AMZN Amazon.com Inc. 3.2%
- 2 GOOG(L) Alphabet Inc. 3.0%
- 3 BRK.{A,B} Berkshire Hathaway Inc. 2.7%
- 4 META Meta Platforms Inc. 1.8%
- 5 VOO Vanguard Index FDS 1.8%
- 6 VELO Velo3D Inc. 1.7%
- 7 AURA AURA Biosciences Inc. 1.7%
- 8 TSM Taiwan Semiconductor Manufacturing 1.6%
Equal-weight reported portfolio concentration. This is a research ranking, not a recommendation.
- Tracked holders
- 1 latest available 13Fs
- New / increased
- 0 comparable filings
- Reported weight
- 1.72% equal-weight concentration
- EOD close
- $7.18 Aug 5, 2026
AURA · EOD close
Stored close history
Counter-evidence
0 tracked funds decreased or exited
No trim or exit is present. Missing prior filings can also make a comparison unavailable.
Receipts
Source receipts
One latest 13F
Matrix Capital Management · Q1 2026 · 0001172661-26-001967
SEC Form 40001193125-26-272703
EOD close
End-of-day market data · Aug 5, 2026
Latest available filing per fund
Fund movement
No comparable 13F movement is available.
A current position can still appear when the prior filing is missing.
Latest stored open-market activity
Form 4/5 evidence
- Gibney Anthony S See Remarks Open market sell $82.3K