$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $200,387,000 | -4.5% | 61,000 | 0.0% | 5.79% | +50.4% | |
| HUBS | HUBSPOT INC | $135,218,000 | +16.0% | 200,000 | 0.0% | 3.90% | +82.8% | |
| ALGN | ALIGN TECHNOLOGY INC | $133,086,000 | +8.9% | 200,000 | 0.0% | 3.84% | +71.6% | |
| SNAP | SNAP INCcl a | $132,966,000 | +8.4% | 1,800,000 | 0.0% | 3.84% | +70.8% | |
| SQ | SQUARE INCcl a | $131,912,000 | -1.6% | 550,000 | 0.0% | 3.81% | +55.0% | |
| SE | SEA LTDsponsord ads | $122,711,000 | +16.1% | 385,000 | 0.0% | 3.54% | +82.9% | |
| MELI | MERCADOLIBRE INC | $96,566,000 | +7.8% | 57,500 | 0.0% | 2.79% | +69.9% | |
| NFLX | NETFLIX INC | $85,448,000 | +15.5% | 140,000 | 0.0% | 2.47% | +82.1% | |
| TSLA | TESLA INC | $85,303,000 | +14.1% | 110,000 | 0.0% | 2.46% | +79.8% | |
| PTON | PELOTON INTERACTIVE INC | $82,698,000 | -29.8% | 950,000 | 0.0% | 2.39% | +10.6% | |
| BILL | BILL COM HLDGS INC | $74,746,000 | +45.7% | 280,000 | 0.0% | 2.16% | +129.6% | |
| MSFT | MICROSOFT CORP | $70,480,000 | +4.1% | 250,000 | 0.0% | 2.04% | +64.0% | |
| PYPL | PAYPAL HLDGS INC | $65,053,000 | -10.7% | 250,000 | 0.0% | 1.88% | +40.7% | |
| NET | CLOUDFLARE INC | $56,325,000 | +6.4% | 500,000 | 0.0% | 1.63% | +67.6% | |
| Z | ZILLOW GROUP INCcl c cap stk | $52,443,000 | -27.9% | 595,000 | 0.0% | 1.51% | +13.6% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $45,068,000 | -18.2% | 200,000 | 0.0% | 1.30% | +28.8% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $44,240,000 | -2.2% | 180,000 | 0.0% | 1.28% | +54.0% | |
| TDOC | TELADOC HEALTH INC | $40,579,000 | -23.7% | 320,000 | 0.0% | 1.17% | +20.2% | |
| GH | GUARDANT HEALTH INC | $40,003,000 | +0.7% | 320,000 | 0.0% | 1.16% | +58.7% | |
| ROKU | ROKU INC | $39,169,000 | -31.8% | 125,000 | 0.0% | 1.13% | +7.5% | |
| TWLO | TWILIO INCcl a | $38,286,000 | -19.1% | 120,000 | 0.0% | 1.11% | +27.6% | |
| MTCH | MATCH GROUP INC NEW | $31,844,000 | -2.6% | 202,841 | 0.0% | 0.92% | +53.6% | |
| GOOGL | ALPHABET INCcap stk cl a | $29,409,000 | +9.5% | 11,000 | 0.0% | 0.85% | +72.6% | |
| OKTA | OKTA INCcl a | $23,734,000 | -3.0% | 100,000 | 0.0% | 0.68% | +52.9% | |
| BILI | BILIBILI INCspons ads rep z | $19,851,000 | -45.7% | 300,000 | 0.0% | 0.57% | -14.5% | |
| DOCU | DOCUSIGN INC | $19,307,000 | -7.9% | 75,000 | 0.0% | 0.56% | +45.1% | |
| FSLY | FASTLY INCcl a | $17,794,000 | -32.1% | 440,000 | 0.0% | 0.51% | +6.9% | |
| CDNA | CAREDX INC | $15,843,000 | -30.8% | 250,000 | 0.0% | 0.46% | +9.1% | |
| SFIX | STITCH FIX INC | $14,981,000 | -33.8% | 375,000 | 0.0% | 0.43% | +4.6% | |
| BSY | BENTLEY SYS INC | $9,096,000 | -6.4% | 150,000 | 0.0% | 0.26% | +47.8% | |
| REAL | THE REALREAL INC | $8,567,000 | -33.3% | 650,000 | 0.0% | 0.25% | +5.1% | |
| JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $3,718,000 | -38.7% | 200,000 | 0.0% | 0.11% | -3.6% | |
| SNOW | SNOWFLAKE INCcl a | $3,024,000 | +25.1% | 10,000 | 0.0% | 0.09% | +97.7% | |
| NIO | NIO INCspon ads | $1,782,000 | -33.0% | 50,000 | 0.0% | 0.05% | +4.1% |
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.