$1.88 Billion is the total value of Hitchwood Capital Management LP's 33 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IHS | New | IHS INCcl a | $137,650,000 | – | 1,210,000 | +100.0% | 7.34% | – |
| EQIX | New | EQUINIX INC | $98,961,000 | – | 425,000 | +100.0% | 5.28% | – |
| EVHC | New | ENVISION HEALTHCARE HLDGS IN | $88,205,000 | – | 2,300,000 | +100.0% | 4.70% | – |
| MCD | New | MCDONALDS CORP | $87,696,000 | – | 900,000 | +100.0% | 4.68% | – |
| CRI | New | CARTER INC | $60,025,000 | – | 649,130 | +100.0% | 3.20% | – |
| NI | New | NISOURCE INC | $57,408,000 | – | 1,300,000 | +100.0% | 3.06% | – |
| ARMK | New | ARAMARK | $50,608,000 | – | 1,600,000 | +100.0% | 2.70% | – |
| GOOGL | New | GOOGLE INCcl a | $49,923,000 | – | 90,000 | +100.0% | 2.66% | – |
| JNJ | New | JOHNSON & JOHNSONcall | $26,156,000 | – | 260,000 | +100.0% | 1.40% | – |
| JD | New | JD COM INCspon adr cl a | $24,973,000 | – | 850,000 | +100.0% | 1.33% | – |
| WDAY | New | WORKDAY INCcl a | $23,635,000 | – | 280,000 | +100.0% | 1.26% | – |
| DLTR | New | DOLLAR TREE INC | $20,286,000 | – | 250,000 | +100.0% | 1.08% | – |
| KRFT | New | KRAFT FOODS GROUP INC | $15,798,000 | – | 181,348 | +100.0% | 0.84% | – |
| JMEI | New | JUMEI INTL HLDG LTDsponsored adr | $4,746,000 | – | 300,000 | +100.0% | 0.25% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 33 | Q1 2023 | 21.6% |
| META PLATFORMS INC | 27 | Q1 2023 | 7.5% |
| ALPHABET INC | 23 | Q4 2022 | 9.5% |
| MICROSOFT CORP | 20 | Q1 2023 | 12.0% |
| SQUARE INC | 19 | Q4 2021 | 3.8% |
| PAYPAL HLDGS INC | 18 | Q3 2022 | 6.4% |
| ALIGN TECHNOLOGY INC | 18 | Q3 2022 | 3.8% |
| SPDR S&P 500 ETF Trust | 17 | Q4 2022 | 59.0% |
| SHERWIN WILLIAMS CO | 17 | Q4 2020 | 5.6% |
| SALESFORCE COM INC | 17 | Q1 2022 | 4.0% |
View Hitchwood Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-16 |
View Hitchwood Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.