$1.33 Billion is the total value of Hitchwood Capital Management LP's 19 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 90.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRput | $427,797,000 | -29.7% | 1,180,000 | -22.8% | 32.12% | +56.0% |
| AMZN | Sell | AMAZON COM INC | $149,958,000 | -6.3% | 46,000 | -4.2% | 11.26% | +107.7% |
| TSLA | TESLA INC | $118,536,000 | +2.0% | 110,000 | 0.0% | 8.90% | +126.1% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $91,757,000 | – | 260,000 | +100.0% | 6.89% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $83,441,000 | +20.0% | 30,000 | +25.0% | 6.26% | +166.0% |
| MSFT | Sell | MICROSOFT CORP | $72,453,000 | -13.8% | 235,000 | -6.0% | 5.44% | +91.1% |
| NFLX | Buy | NETFLIX INC | $59,934,000 | -23.5% | 160,000 | +23.1% | 4.50% | +69.7% |
| UNP | New | UNION PAC CORP | $50,544,000 | – | 185,000 | +100.0% | 3.80% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $50,033,000 | – | 140,000 | +100.0% | 3.76% | – |
| ANTM | ANTHEM INC | $44,210,000 | +6.0% | 90,000 | 0.0% | 3.32% | +135.0% | |
| CRM | Sell | SALESFORCE COM INC | $43,526,000 | -56.1% | 205,000 | -47.4% | 3.27% | -2.6% |
| ABNB | Buy | AIRBNB INC | $27,482,000 | +83.4% | 160,000 | +77.8% | 2.06% | +306.9% |
| SHOP | Sell | SHOPIFY INCcl a | $24,875,000 | -63.9% | 36,800 | -26.4% | 1.87% | -19.9% |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $24,355,000 | – | 500,000 | +100.0% | 1.83% | – |
| BKNG | New | BOOKING HOLDINGS INC | $21,136,000 | – | 9,000 | +100.0% | 1.59% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $17,031,000 | -53.8% | 75,000 | -58.3% | 1.28% | +2.5% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $12,110,000 | -62.9% | 50,000 | -58.3% | 0.91% | -17.7% |
| BSY | New | BENTLEY SYS INC | $9,057,000 | – | 205,000 | +100.0% | 0.68% | – |
| New | TOAST INCcl a | $3,585,000 | – | 165,000 | +100.0% | 0.27% | – | |
| ETSY | Exit | ETSY INC | $0 | – | -5,000 | -100.0% | -0.04% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AGsponsored ads | $0 | – | -200,000 | -100.0% | -0.08% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -10,000 | -100.0% | -0.23% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -13,000 | -100.0% | -0.24% | – |
| Exit | AMPLITUDE INC | $0 | – | -200,000 | -100.0% | -0.36% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -75,000 | -100.0% | -0.39% | – |
| SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -85,000 | -100.0% | -0.43% | – |
| GLBE | Exit | GLOBAL E ONLINE LTD | $0 | – | -200,000 | -100.0% | -0.43% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -160,000 | -100.0% | -0.49% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -35,000 | -100.0% | -0.49% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -440,000 | -100.0% | -0.53% | – |
| TRU | Exit | TRANSUNION | $0 | – | -140,000 | -100.0% | -0.56% | – |
| IRTC | Exit | IRHYTHM TECHNOLOGIES INC | $0 | – | -180,000 | -100.0% | -0.72% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -336,000 | -100.0% | -0.73% | – |
| DOCN | Exit | DIGITALOCEAN HLDGS INC | $0 | – | -274,000 | -100.0% | -0.74% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -100,000 | -100.0% | -0.76% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -635,000 | -100.0% | -0.77% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -127,000 | -100.0% | -0.81% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -202,841 | -100.0% | -0.91% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -110,000 | -100.0% | -0.94% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -121,000 | -100.0% | -0.96% | – |
| ROKU | Exit | ROKU INC | $0 | – | -125,000 | -100.0% | -0.97% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -80,000 | -100.0% | -0.97% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -295,000 | -100.0% | -1.03% | – |
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -320,000 | -100.0% | -1.08% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -20,000 | -100.0% | -1.18% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -125,000 | -100.0% | -1.19% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -205,000 | -100.0% | -1.24% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -272,000 | -100.0% | -1.32% | – |
| APP | Exit | APPLOVIN CORP | $0 | – | -441,819 | -100.0% | -1.41% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -325,000 | -100.0% | -1.45% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -292,000 | -100.0% | -1.60% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -213,000 | -100.0% | -1.61% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -74,000 | -100.0% | -1.65% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -310,000 | -100.0% | -1.65% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -95,000 | -100.0% | -1.70% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -205,000 | -100.0% | -1.73% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -40,500 | -100.0% | -1.85% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -1,644,000 | -100.0% | -2.62% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -129,000 | -100.0% | -2.87% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -390,000 | -100.0% | -4.44% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -440,000 | -100.0% | -7.08% | – |
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 2022-05-16
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.