$3.78 Billion is the total value of Hitchwood Capital Management LP's 45 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $277,088,000 | +14.1% | 88,000 | 0.0% | 7.33% | -35.5% | |
| LVGO | LIVONGO HEALTH INC | $98,035,000 | +86.3% | 700,000 | 0.0% | 2.59% | +5.3% | |
| SQ | SQUARE INCcl a | $93,466,000 | +54.9% | 575,000 | 0.0% | 2.47% | -12.4% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $89,258,000 | +36.9% | 650,000 | 0.0% | 2.36% | -22.6% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $88,194,000 | +36.3% | 300,000 | 0.0% | 2.33% | -23.0% | |
| PYPL | PAYPAL HLDGS INC | $83,738,000 | +13.1% | 425,000 | 0.0% | 2.22% | -36.1% | |
| COUP | COUPA SOFTWARE INC | $79,530,000 | -1.0% | 290,000 | 0.0% | 2.10% | -44.1% | |
| MELI | MERCADOLIBRE INC | $70,361,000 | +9.8% | 65,000 | 0.0% | 1.86% | -37.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $64,193,000 | +3.4% | 43,800 | 0.0% | 1.70% | -41.6% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $56,883,000 | +85.4% | 121,000 | 0.0% | 1.50% | +4.9% | |
| SNPS | SYNOPSYS INC | $42,796,000 | +9.7% | 200,000 | 0.0% | 1.13% | -38.0% | |
| ILMN | ILLUMINA INC | $30,908,000 | -16.5% | 100,000 | 0.0% | 0.82% | -52.9% | |
| NVDA | NVIDIA CORPORATION | $13,531,000 | +42.5% | 25,000 | 0.0% | 0.36% | -19.4% |
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 2020-11-16
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.