$2.14 Billion is the total value of Hitchwood Capital Management LP's 41 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 74.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $242,776,000 | +46.5% | 88,000 | +3.5% | 11.36% | -16.4% |
| NFLX | Buy | NETFLIX INC | $139,697,000 | +27.4% | 307,000 | +5.1% | 6.54% | -27.3% |
| FB | Sell | FACEBOOK INCcl a | $88,943,000 | +24.0% | 391,700 | -8.9% | 4.16% | -29.2% |
| TSLA | Buy | TESLA INC | $80,986,000 | +120.8% | 75,000 | +7.1% | 3.79% | +26.0% |
| COUP | COUPA SOFTWARE INC | $80,342,000 | +98.3% | 290,000 | 0.0% | 3.76% | +13.1% | |
| PTON | New | PELOTON INTERACTIVE INC | $75,101,000 | – | 1,300,000 | +100.0% | 3.51% | – |
| PYPL | New | PAYPAL HLDGS INC | $74,048,000 | – | 425,000 | +100.0% | 3.46% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $68,420,000 | – | 265,000 | +100.0% | 3.20% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $65,189,000 | +56.1% | 650,000 | -13.3% | 3.05% | -10.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $64,710,000 | -6.3% | 300,000 | -15.5% | 3.03% | -46.5% |
| MELI | Buy | MERCADOLIBRE INC | $64,075,000 | +118.6% | 65,000 | +8.3% | 3.00% | +24.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $62,111,000 | -13.8% | 43,800 | -29.4% | 2.91% | -50.8% |
| SE | SEA LTDsponsored ads | $61,663,000 | +142.0% | 575,000 | 0.0% | 2.88% | +38.0% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $60,674,000 | +39.0% | 105,000 | +10.5% | 2.84% | -20.7% |
| SQ | Buy | SQUARE INCcl a | $60,341,000 | +490.8% | 575,000 | +194.9% | 2.82% | +236.9% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $58,655,000 | +26.8% | 115,000 | +8.5% | 2.74% | -27.6% |
| HUBS | Buy | HUBSPOT INC | $56,088,000 | +110.6% | 250,000 | +25.0% | 2.62% | +20.1% |
| SNAP | New | SNAP INCcl a | $54,849,000 | – | 2,335,000 | +100.0% | 2.57% | – |
| GLD | New | SPDR GOLD TR | $52,722,000 | – | 315,000 | +100.0% | 2.47% | – |
| LVGO | New | LIVONGO HEALTH INC | $52,633,000 | – | 700,000 | +100.0% | 2.46% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $46,460,000 | – | 150,000 | +100.0% | 2.17% | – |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $45,540,000 | +19.6% | 600,000 | -6.2% | 2.13% | -31.7% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $45,283,000 | +333.9% | 165,000 | +175.0% | 2.12% | +147.5% |
| SNPS | SYNOPSYS INC | $39,000,000 | +51.4% | 200,000 | 0.0% | 1.82% | -13.6% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $38,850,000 | +827.7% | 1,250,000 | +733.3% | 1.82% | +430.0% |
| TWLO | New | TWILIO INCcl a | $37,301,000 | – | 170,000 | +100.0% | 1.74% | – |
| ILMN | Sell | ILLUMINA INC | $37,035,000 | +17.9% | 100,000 | -13.0% | 1.73% | -32.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $35,484,000 | -15.6% | 120,000 | -31.0% | 1.66% | -51.8% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $30,678,000 | +73.5% | 121,000 | 0.0% | 1.44% | -1.0% | |
| CHGG | New | CHEGG INC | $30,267,000 | – | 450,000 | +100.0% | 1.42% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $27,216,000 | +31.1% | 195,000 | +11.4% | 1.27% | -25.2% |
| GH | Buy | GUARDANT HEALTH INC | $22,311,000 | +146.6% | 275,000 | +111.5% | 1.04% | +40.7% |
| DOCU | New | DOCUSIGN INC | $20,665,000 | – | 120,000 | +100.0% | 0.97% | – |
| OKTA | New | OKTA INCcl a | $20,023,000 | – | 100,000 | +100.0% | 0.94% | – |
| TDG | New | TRANSDIGM GROUP INC | $17,682,000 | – | 40,000 | +100.0% | 0.83% | – |
| ROKU | New | ROKU INC | $17,480,000 | – | 150,000 | +100.0% | 0.82% | – |
| EVBG | New | EVERBRIDGE INC | $17,295,000 | – | 125,000 | +100.0% | 0.81% | – |
| BILL | New | BILL COM HLDGS INC | $15,787,000 | – | 175,000 | +100.0% | 0.74% | – |
| NET | Buy | CLOUDFLARE INC | $10,785,000 | +83.7% | 300,000 | +20.0% | 0.50% | +5.0% |
| NVDA | Sell | NVIDIA CORPORATION | $9,498,000 | +9.2% | 25,000 | -24.2% | 0.44% | -37.7% |
| ANGI | New | ANGI HOMESERVICES INC | $8,505,000 | – | 700,000 | +100.0% | 0.40% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -50,000 | -100.0% | -0.64% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -55,000 | -100.0% | -0.85% | – |
| CPRT | Exit | COPART INC | $0 | – | -191,000 | -100.0% | -1.07% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -44,000 | -100.0% | -1.15% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -409,000 | -100.0% | -1.54% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -460,000 | -100.0% | -1.57% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -85,000 | -100.0% | -1.58% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -134,000 | -100.0% | -2.01% | – |
| AAPL | Exit | APPLE INC | $0 | – | -105,000 | -100.0% | -2.19% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -400,000 | -100.0% | -5.17% | – |
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 2020-08-14
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.