$5.46 Billion is the total value of Hitchwood Capital Management LP's 66 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRput | $1,350,957,000 | – | 3,156,000 | +100.0% | 24.76% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $57,914,000 | – | 1,150,000 | +100.0% | 1.06% | – |
| COIN | New | COINBASE GLOBAL INC | $46,861,000 | – | 185,000 | +100.0% | 0.86% | – |
| DASH | New | DOORDASH INCcl a | $42,799,000 | – | 240,000 | +100.0% | 0.78% | – |
| COUP | New | COUPA SOFTWARE INC | $32,764,000 | – | 125,000 | +100.0% | 0.60% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $31,022,000 | – | 43,000 | +100.0% | 0.57% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $30,895,000 | – | 85,000 | +100.0% | 0.57% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $30,093,000 | – | 170,000 | +100.0% | 0.55% | – |
| CVS | New | CVS HEALTH CORP | $30,038,000 | – | 360,000 | +100.0% | 0.55% | – |
| CHGG | New | CHEGG INC | $24,933,000 | – | 300,000 | +100.0% | 0.46% | – |
| TMUS | New | T-MOBILE US INC | $24,621,000 | – | 170,000 | +100.0% | 0.45% | – |
| STNE | New | STONECO LTD | $23,471,000 | – | 350,000 | +100.0% | 0.43% | – |
| AXTA | New | AXALTA COATING SYS LTD | $20,581,000 | – | 675,000 | +100.0% | 0.38% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $16,225,000 | – | 170,000 | +100.0% | 0.30% | – |
| APP | New | APPLOVIN CORP | $15,034,000 | – | 200,000 | +100.0% | 0.28% | – |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $13,432,000 | – | 75,000 | +100.0% | 0.25% | – |
| SAM | New | BOSTON BEER INCcl a | $12,216,000 | – | 11,967 | +100.0% | 0.22% | – |
| FVRR | New | FIVERR INTL LTD | $8,487,000 | – | 35,000 | +100.0% | 0.16% | – |
| U | New | UNITY SOFTWARE INC | $7,688,000 | – | 70,000 | +100.0% | 0.14% | – |
| WFC | New | WELLS FARGO CO NEW | $4,982,000 | – | 110,000 | +100.0% | 0.09% | – |
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 2021-08-16
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.