$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 222.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRput | $2,192,102,000 | +781.5% | 6,987,000 | +680.7% | 37.49% | +470.1% |
| LQD | New | ISHARES TRput | $497,268,000 | – | 3,600,000 | +100.0% | 8.50% | – |
| SNAP | Buy | SNAP INCcl a | $90,126,000 | +130.1% | 1,800,000 | +20.0% | 1.54% | +48.8% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $88,264,000 | +39.0% | 680,000 | +8.8% | 1.51% | -10.1% |
| SHOP | Buy | SHOPIFY INCcl a | $76,973,000 | +115.0% | 68,000 | +94.3% | 1.32% | +39.1% |
| TDOC | New | TELADOC HEALTH INC | $65,107,000 | – | 325,600 | +100.0% | 1.11% | – |
| BKNG | New | BOOKING HOLDINGS INC | $60,136,000 | – | 27,000 | +100.0% | 1.03% | – |
| TWLO | Buy | TWILIO INCcl a | $59,238,000 | +49.8% | 175,000 | +9.4% | 1.01% | -3.2% |
| UBER | Buy | UBER TECHNOLOGIES INC | $56,100,000 | +1437.8% | 1,100,000 | +1000.0% | 0.96% | +900.0% |
| ABNB | New | AIRBNB INC | $51,380,000 | – | 350,000 | +100.0% | 0.88% | – |
| GH | Buy | GUARDANT HEALTH INC | $45,108,000 | +34.5% | 350,000 | +16.7% | 0.77% | -13.0% |
| BILL | Buy | BILL COM HLDGS INC | $39,585,000 | +79.4% | 290,000 | +31.8% | 0.68% | +15.9% |
| DDOG | New | DATADOG INC | $39,376,000 | – | 400,000 | +100.0% | 0.67% | – |
| FSLY | Buy | FASTLY INCcl a | $38,443,000 | +86.5% | 440,000 | +100.0% | 0.66% | +20.7% |
| DIS | New | DISNEY WALT CO | $38,048,000 | – | 210,000 | +100.0% | 0.65% | – |
| PDD | New | PINDUODUO INCsponsored ads | $31,981,000 | – | 180,000 | +100.0% | 0.55% | – |
| SFIX | New | STITCH FIX INC | $29,360,000 | – | 500,000 | +100.0% | 0.50% | – |
| LMND | New | LEMONADE INC | $27,563,000 | – | 225,000 | +100.0% | 0.47% | – |
| New | LIGHTSPEED POS INC | $24,688,000 | – | 350,000 | +100.0% | 0.42% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $23,800,000 | – | 700,000 | +100.0% | 0.41% | – |
| PAGS | New | PAGSEGURO DIGITAL LTD | $22,752,000 | – | 400,000 | +100.0% | 0.39% | – |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $22,193,000 | – | 550,000 | +100.0% | 0.38% | – |
| CDNA | New | CAREDX INC | $18,113,000 | – | 250,000 | +100.0% | 0.31% | – |
| BILI | New | BILIBILI INCspons ads rep z | $17,144,000 | – | 200,000 | +100.0% | 0.29% | – |
| TPGY | New | TPG PACE BEN FIN CORP | $15,522,000 | – | 600,000 | +100.0% | 0.26% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $11,483,000 | – | 75,000 | +100.0% | 0.20% | – |
| REAL | New | THE REALREAL INC | $9,770,000 | – | 500,000 | +100.0% | 0.17% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $8,160,000 | – | 150,000 | +100.0% | 0.14% | – |
| CMPS | New | COMPASS PATHWAYS PLCsponsored ads | $4,764,000 | – | 100,000 | +100.0% | 0.08% | – |
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
| 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.