$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -25,000 | -100.0% | -0.03% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -150,000 | -100.0% | -0.27% | – |
| NVTA | Exit | INVITAE CORP | $0 | – | -400,000 | -100.0% | -0.35% | – |
| QSR | Exit | RESTAURANT BRANDS INTL INC | $0 | – | -250,000 | -100.0% | -0.37% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -60,000 | -100.0% | -0.40% | – |
| LYFT | Exit | LYFT INC | $0 | – | -325,000 | -100.0% | -0.47% | – |
| GPS | Exit | GAP INC | $0 | – | -700,000 | -100.0% | -0.48% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -800,000 | -100.0% | -0.74% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -630,000 | -100.0% | -0.78% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -110,000 | -100.0% | -0.90% | – |
| CME | Exit | CME GROUP INC | $0 | – | -200,000 | -100.0% | -0.93% | – |
| LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -500,000 | -100.0% | -0.96% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -25,000 | -100.0% | -1.33% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -360,000 | -100.0% | -1.51% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -195,000 | -100.0% | -1.58% | – |
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.