$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SQ | SQUARE INCcl a | $125,143,000 | +33.9% | 575,000 | 0.0% | 2.14% | -13.4% | |
| MELI | MERCADOLIBRE INC | $108,889,000 | +54.8% | 65,000 | 0.0% | 1.86% | +0.1% | |
| ALGN | ALIGN TECHNOLOGY INC | $106,876,000 | +63.2% | 200,000 | 0.0% | 1.83% | +5.5% | |
| PYPL | PAYPAL HLDGS INC | $99,535,000 | +18.9% | 425,000 | 0.0% | 1.70% | -23.2% | |
| GOOGL | ALPHABET INCcap stk cl a | $76,766,000 | +19.6% | 43,800 | 0.0% | 1.31% | -22.7% | |
| DOCU | DOCUSIGN INC | $66,690,000 | +3.3% | 300,000 | 0.0% | 1.14% | -33.2% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $66,079,000 | +29.7% | 210,000 | 0.0% | 1.13% | -16.1% | |
| MTCH | MATCH GROUP INC NEW | $45,357,000 | +36.6% | 300,000 | 0.0% | 0.78% | -11.6% | |
| NET | CLOUDFLARE INC | $37,995,000 | +85.1% | 500,000 | 0.0% | 0.65% | +19.7% | |
| ILMN | ILLUMINA INC | $37,000,000 | +19.7% | 100,000 | 0.0% | 0.63% | -22.5% | |
| AMD | ADVANCED MICRO DEVICES INC | $36,684,000 | +11.9% | 400,000 | 0.0% | 0.63% | -27.7% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36,363,000 | +25.8% | 175,000 | 0.0% | 0.62% | -18.7% | |
| NVTA | INVITAE CORP | $18,815,000 | -3.6% | 450,000 | 0.0% | 0.32% | -37.6% | |
| NVDA | NVIDIA CORPORATION | $13,055,000 | -3.5% | 25,000 | 0.0% | 0.22% | -37.7% | |
| SNOW | SNOWFLAKE INCcl a | $2,814,000 | +12.1% | 10,000 | 0.0% | 0.05% | -27.3% |
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.