$7.08 Billion is the total value of Hitchwood Capital Management LP's 54 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $117,378,000 | – | 600,000 | +100.0% | 1.66% | – |
| ULTA | New | ULTA BEAUTY INC | $108,616,000 | – | 385,000 | +100.0% | 1.53% | – |
| WDAY | New | WORKDAY INCcl a | $102,186,000 | – | 700,000 | +100.0% | 1.44% | – |
| ABMD | New | ABIOMED INC | $67,463,000 | – | 150,000 | +100.0% | 0.95% | – |
| DPZ | New | DOMINOS PIZZA INC | $58,960,000 | – | 200,000 | +100.0% | 0.83% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $57,400,000 | – | 100,000 | +100.0% | 0.81% | – |
| NVDA | New | NVIDIA CORP | $49,179,000 | – | 175,000 | +100.0% | 0.70% | – |
| XPO | New | XPO LOGISTICS INC | $47,951,000 | – | 420,000 | +100.0% | 0.68% | – |
| SHW | New | SHERWIN WILLIAMS CO | $45,521,000 | – | 100,000 | +100.0% | 0.64% | – |
| EPAM | New | EPAM SYS INC | $41,310,000 | – | 300,000 | +100.0% | 0.58% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $34,820,000 | – | 200,000 | +100.0% | 0.49% | – |
| ADSK | New | AUTODESK INC | $34,344,000 | – | 220,000 | +100.0% | 0.48% | – |
| CARG | New | CARGURUS INC | $33,414,000 | – | 600,000 | +100.0% | 0.47% | – |
| DXCM | New | DEXCOM INC | $32,184,000 | – | 225,000 | +100.0% | 0.46% | – |
| SHOP | New | SHOPIFY INCcl a | $29,603,000 | – | 180,000 | +100.0% | 0.42% | – |
| YELP | New | YELP INCcl a | $29,520,000 | – | 600,000 | +100.0% | 0.42% | – |
| SNPS | New | SYNOPSYS INC | $24,653,000 | – | 250,000 | +100.0% | 0.35% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $24,419,000 | – | 570,000 | +100.0% | 0.34% | – |
| YEXT | New | YEXT INC | $23,700,000 | – | 1,000,000 | +100.0% | 0.34% | – |
| CGC | New | CANOPY GROWTH CORP | $21,888,000 | – | 450,000 | +100.0% | 0.31% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $18,534,000 | – | 600,000 | +100.0% | 0.26% | – |
| HUBS | New | HUBSPOT INC | $13,585,000 | – | 90,000 | +100.0% | 0.19% | – |
| CVNA | New | CARVANA COcl a | $11,818,000 | – | 200,000 | +100.0% | 0.17% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $7,771,000 | – | 50,000 | +100.0% | 0.11% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $3,268,000 | – | 120,000 | +100.0% | 0.05% | – |
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 2018-11-14
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.