$2.95 Billion is the total value of Hitchwood Capital Management LP's 54 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $116,246,000 | +36.3% | 110,000 | 0.0% | 3.94% | +59.8% | |
| MSFT | MICROSOFT CORP | $84,080,000 | +19.3% | 250,000 | 0.0% | 2.85% | +39.9% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $36,855,000 | -16.7% | 180,000 | 0.0% | 1.25% | -2.3% | |
| DDOG | DATADOG INC | $36,513,000 | +26.0% | 205,000 | 0.0% | 1.24% | +47.8% | |
| GH | GUARDANT HEALTH INC | $32,006,000 | -20.0% | 320,000 | 0.0% | 1.08% | -6.1% | |
| ROKU | ROKU INC | $28,525,000 | -27.2% | 125,000 | 0.0% | 0.97% | -14.6% | |
| MTCH | MATCH GROUP INC NEW | $26,826,000 | -15.8% | 202,841 | 0.0% | 0.91% | -1.3% | |
| OKTA | OKTA INCcl a | $22,417,000 | -5.5% | 100,000 | 0.0% | 0.76% | +10.8% | |
| FSLY | FASTLY INCcl a | $15,598,000 | -12.3% | 440,000 | 0.0% | 0.53% | +2.7% | |
| DOCU | DOCUSIGN INC | $11,423,000 | -40.8% | 75,000 | 0.0% | 0.39% | -30.5% | |
| JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $2,280,000 | -38.7% | 200,000 | 0.0% | 0.08% | -28.0% |
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 2022-02-14
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.