$3.46 Billion is the total value of Hitchwood Capital Management LP's 63 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AFRM | New | AFFIRM HLDGS INC | $76,243,000 | – | 640,000 | +100.0% | 2.20% | – |
| CRM | New | SALESFORCE COM INC | $58,312,000 | – | 215,000 | +100.0% | 1.68% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $52,392,000 | – | 225,515 | +100.0% | 1.51% | – |
| ETSY | New | ETSY INC | $37,433,000 | – | 180,000 | +100.0% | 1.08% | – |
| RH | New | RH | $36,680,000 | – | 55,000 | +100.0% | 1.06% | – |
| DDOG | New | DATADOG INC | $28,977,000 | – | 205,000 | +100.0% | 0.84% | – |
| PCOR | New | PROCORE TECHNOLOGIES INC | $28,589,000 | – | 320,000 | +100.0% | 0.83% | – |
| DXCM | New | DEXCOM INC | $24,609,000 | – | 45,000 | +100.0% | 0.71% | – |
| DOCN | New | DIGITALOCEAN HLDGS INC | $19,408,000 | – | 250,000 | +100.0% | 0.56% | – |
| GLBE | New | GLOBAL E ONLINE LTD | $15,437,000 | – | 215,000 | +100.0% | 0.45% | – |
| New | ENGAGESMART INC | $8,549,000 | – | 251,000 | +100.0% | 0.25% | – | |
| DLO | New | DLOCAL LTD | $7,523,000 | – | 137,890 | +100.0% | 0.22% | – |
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 2021-11-15
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.