Hitchwood Capital Management LP - Q4 2020 holdings

$5.85 Billion is the total value of Hitchwood Capital Management LP's 60 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 55.6% .

 Value Shares↓ Weighting
QQQ BuyINVESCO QQQ TRput$2,192,102,000
+781.5%
6,987,000
+680.7%
37.49%
+470.1%
LQD NewISHARES TRput$497,268,0003,600,000
+100.0%
8.50%
AMZN SellAMAZON COM INC$198,673,000
-28.3%
61,000
-30.7%
3.40%
-53.6%
PTON SellPELOTON INTERACTIVE INC$144,134,000
+0.2%
950,000
-34.5%
2.46%
-35.2%
SQ  SQUARE INCcl a$125,143,000
+33.9%
575,0000.0%2.14%
-13.4%
NFLX SellNETFLIX INC$117,879,000
-13.3%
218,000
-19.9%
2.02%
-44.0%
MELI  MERCADOLIBRE INC$108,889,000
+54.8%
65,0000.0%1.86%
+0.1%
ALGN  ALIGN TECHNOLOGY INC$106,876,000
+63.2%
200,0000.0%1.83%
+5.5%
TSLA SellTESLA INC$105,851,000
-34.2%
150,000
-60.0%
1.81%
-57.5%
FB SellFACEBOOK INCcl a$102,541,000
-7.9%
375,388
-11.7%
1.75%
-40.4%
PYPL  PAYPAL HLDGS INC$99,535,000
+18.9%
425,0000.0%1.70%
-23.2%
HUBS SellHUBSPOT INC$93,163,000
+34.3%
235,000
-1.0%
1.59%
-13.2%
SNAP BuySNAP INCcl a$90,126,000
+130.1%
1,800,000
+20.0%
1.54%
+48.8%
Z BuyZILLOW GROUP INCcl c cap stk$88,264,000
+39.0%
680,000
+8.8%
1.51%
-10.1%
SE SellSEA LTDsponsord ads$77,032,000
-16.0%
387,000
-35.0%
1.32%
-45.6%
SHOP BuySHOPIFY INCcl a$76,973,000
+115.0%
68,000
+94.3%
1.32%
+39.1%
GOOGL  ALPHABET INCcap stk cl a$76,766,000
+19.6%
43,8000.0%1.31%
-22.7%
ROKU SellROKU INC$74,372,000
+11.0%
224,000
-36.9%
1.27%
-28.3%
DOCU  DOCUSIGN INC$66,690,000
+3.3%
300,0000.0%1.14%
-33.2%
SHW SellSHERWIN WILLIAMS CO$66,142,000
-19.5%
90,000
-23.7%
1.13%
-48.0%
SPOT  SPOTIFY TECHNOLOGY S A$66,079,000
+29.7%
210,0000.0%1.13%
-16.1%
TDOC NewTELADOC HEALTH INC$65,107,000325,600
+100.0%
1.11%
BKNG NewBOOKING HOLDINGS INC$60,136,00027,000
+100.0%
1.03%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$59,346,000
-32.7%
255,000
-15.0%
1.02%
-56.5%
TWLO BuyTWILIO INCcl a$59,238,000
+49.8%
175,000
+9.4%
1.01%
-3.2%
UBER BuyUBER TECHNOLOGIES INC$56,100,000
+1437.8%
1,100,000
+1000.0%
0.96%
+900.0%
COUP SellCOUPA SOFTWARE INC$54,565,000
-31.4%
161,000
-44.5%
0.93%
-55.6%
ABNB NewAIRBNB INC$51,380,000350,000
+100.0%
0.88%
CRWD SellCROWDSTRIKE HLDGS INCcl a$49,566,000
-44.5%
234,000
-64.0%
0.85%
-64.1%
MTCH  MATCH GROUP INC NEW$45,357,000
+36.6%
300,0000.0%0.78%
-11.6%
GH BuyGUARDANT HEALTH INC$45,108,000
+34.5%
350,000
+16.7%
0.77%
-13.0%
ATVI SellACTIVISION BLIZZARD INC$40,854,000
-35.3%
440,000
-43.6%
0.70%
-58.1%
BILL BuyBILL COM HLDGS INC$39,585,000
+79.4%
290,000
+31.8%
0.68%
+15.9%
DDOG NewDATADOG INC$39,376,000400,000
+100.0%
0.67%
FSLY BuyFASTLY INCcl a$38,443,000
+86.5%
440,000
+100.0%
0.66%
+20.7%
DIS NewDISNEY WALT CO$38,048,000210,000
+100.0%
0.65%
NET  CLOUDFLARE INC$37,995,000
+85.1%
500,0000.0%0.65%
+19.7%
ILMN  ILLUMINA INC$37,000,000
+19.7%
100,0000.0%0.63%
-22.5%
AMD  ADVANCED MICRO DEVICES INC$36,684,000
+11.9%
400,0000.0%0.63%
-27.7%
TTWO  TAKE-TWO INTERACTIVE SOFTWAR$36,363,000
+25.8%
175,0000.0%0.62%
-18.7%
OKTA SellOKTA INCcl a$34,325,000
+7.0%
135,000
-10.0%
0.59%
-30.8%
PDD NewPINDUODUO INCsponsored ads$31,981,000180,000
+100.0%
0.55%
SFIX NewSTITCH FIX INC$29,360,000500,000
+100.0%
0.50%
ZM SellZOOM VIDEO COMMUNICATIONS INcl a$27,660,000
-51.4%
82,000
-32.2%
0.47%
-68.6%
LMND NewLEMONADE INC$27,563,000225,000
+100.0%
0.47%
NewLIGHTSPEED POS INC$24,688,000350,000
+100.0%
0.42%
LAZR NewLUMINAR TECHNOLOGIES INC$23,800,000700,000
+100.0%
0.41%
PAGS NewPAGSEGURO DIGITAL LTD$22,752,000400,000
+100.0%
0.39%
JMIA NewJUMIA TECHNOLOGIES AGsponsored ads$22,193,000550,000
+100.0%
0.38%
NVTA  INVITAE CORP$18,815,000
-3.6%
450,0000.0%0.32%
-37.6%
CDNA NewCAREDX INC$18,113,000250,000
+100.0%
0.31%
MA SellMASTERCARD INCORPORATEDcl a$17,847,000
-59.4%
50,000
-61.5%
0.30%
-73.8%
BILI NewBILIBILI INCspons ads rep z$17,144,000200,000
+100.0%
0.29%
TPGY NewTPG PACE BEN FIN CORP$15,522,000600,000
+100.0%
0.26%
NVDA  NVIDIA CORPORATION$13,055,000
-3.5%
25,0000.0%0.22%
-37.7%
CRSP NewCRISPR THERAPEUTICS AGnamen akt$11,483,00075,000
+100.0%
0.20%
REAL NewTHE REALREAL INC$9,770,000500,000
+100.0%
0.17%
NTLA NewINTELLIA THERAPEUTICS INC$8,160,000150,000
+100.0%
0.14%
CMPS NewCOMPASS PATHWAYS PLCsponsored ads$4,764,000100,000
+100.0%
0.08%
SNOW  SNOWFLAKE INCcl a$2,814,000
+12.1%
10,0000.0%0.05%
-27.3%
FVRR ExitFIVERR INTL LTD$0-150,000
-100.0%
-0.55%
ETSY ExitETSY INC$0-200,000
-100.0%
-0.64%
SNPS ExitSYNOPSYS INC$0-200,000
-100.0%
-1.13%
LVGO ExitLIVONGO HEALTH INC$0-700,000
-100.0%
-2.59%
TLT ExitISHARES TRput$0-5,030,000
-100.0%
-21.72%
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 2021-02-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC33Q1 202321.6%
META PLATFORMS INC27Q1 20237.5%
ALPHABET INC23Q4 20229.5%
MICROSOFT CORP20Q1 202312.0%
SQUARE INC19Q4 20213.8%
PAYPAL HLDGS INC18Q3 20226.4%
ALIGN TECHNOLOGY INC18Q3 20223.8%
SPDR S&P 500 ETF Trust17Q4 202259.0%
SHERWIN WILLIAMS CO17Q4 20205.6%
SALESFORCE COM INC17Q1 20224.0%

View Hitchwood Capital Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15
13F-HR2021-08-16
13F-HR2021-05-17
13F-HR2021-02-16

View Hitchwood Capital Management LP's complete filings history.

Compare quarters

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