$4.39 Billion is the total value of Hitchwood Capital Management LP's 61 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMPS | Exit | COMPASS PATHWAYS PLCsponsored ads | $0 | – | -100,000 | -100.0% | -0.08% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -75,000 | -100.0% | -0.20% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -25,000 | -100.0% | -0.22% | – |
| TPGY | Exit | TPG PACE BEN FIN CORP | $0 | – | -600,000 | -100.0% | -0.26% | – |
| PAGS | Exit | PAGSEGURO DIGITAL LTD | $0 | – | -400,000 | -100.0% | -0.39% | – |
| LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -700,000 | -100.0% | -0.41% | – |
| Exit | LIGHTSPEED POS INC | $0 | – | -350,000 | -100.0% | -0.42% | – | |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -82,000 | -100.0% | -0.47% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -180,000 | -100.0% | -0.55% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -175,000 | -100.0% | -0.62% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -400,000 | -100.0% | -0.63% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -100,000 | -100.0% | -0.63% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -400,000 | -100.0% | -0.67% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -440,000 | -100.0% | -0.70% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -161,000 | -100.0% | -0.93% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -255,000 | -100.0% | -1.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -90,000 | -100.0% | -1.13% | – |
| LQD | Exit | ISHARES TRput | $0 | – | -3,600,000 | -100.0% | -8.50% | – |
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 2021-05-17
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.