$2.18 Billion is the total value of Hitchwood Capital Management LP's 44 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 600.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QSR | New | RESTAURANT BRANDS INTL INC | $99,596,000 | – | 1,400,000 | +100.0% | 4.56% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $61,057,000 | – | 50,000 | +100.0% | 2.80% | – |
| AMAT | New | APPLIED MATLS INC | $54,890,000 | – | 1,100,000 | +100.0% | 2.52% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $44,275,000 | – | 201,332 | +100.0% | 2.03% | – |
| MTCH | Buy | MATCH GROUP INC | $35,042,000 | +160.5% | 490,503 | +145.3% | 1.60% | +600.9% |
| PSTG | New | PURE STORAGE INCcl a | $14,732,000 | – | 869,657 | +100.0% | 0.68% | – |
| FTDR | New | FRONTDOOR INC | $7,528,000 | – | 155,000 | +100.0% | 0.34% | – |
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 2019-11-14
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.