Hitchwood Capital Management LP - Q3 2022 holdings

$481 Million is the total value of Hitchwood Capital Management LP's 18 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 46.7% .

 Value Shares↓ Weighting
AMZN  AMAZON COM INC$103,960,000
+6.4%
920,0000.0%21.62%
+11.4%
TSLA BuyTESLA INC$87,533,000
+18.2%
330,000
+200.0%
18.20%
+23.8%
MSFT SellMICROSOFT CORP$45,416,000
-24.8%
195,000
-17.0%
9.44%
-21.2%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$33,378,000
-55.5%
125,000
-54.5%
6.94%
-53.4%
FND BuyFLOOR & DECOR HLDGS INCcl a$24,591,000
+550.9%
350,000
+483.3%
5.11%
+581.7%
UNP SellUNION PAC CORP$21,430,000
-47.1%
110,000
-42.1%
4.46%
-44.6%
RH BuyRH$18,455,000
+334.7%
75,000
+275.0%
3.84%
+355.3%
ANTM SellELEVANCE HEALTH INC$18,170,000
-42.1%
40,000
-38.5%
3.78%
-39.3%
GOOGL BuyALPHABET INCcap stk cl a$17,217,000
-64.1%
180,000
+718.2%
3.58%
-62.4%
MSI BuyMOTOROLA SOLUTIONS INC$16,798,000
+300.7%
75,000
+275.0%
3.49%
+319.8%
MA SellMASTERCARD INCORPORATEDcl a$15,639,000
-35.6%
55,000
-28.6%
3.25%
-32.6%
KLAC NewKLA CORP$15,132,00050,000
+100.0%
3.15%
FISV NewFISERV INC$14,036,000150,000
+100.0%
2.92%
BKNG NewBOOKING HOLDINGS INC$13,146,0008,000
+100.0%
2.73%
CRWD  CROWDSTRIKE HLDGS INCcl a$12,361,000
-2.2%
75,0000.0%2.57%
+2.4%
PYPL NewPAYPAL HLDGS INC$11,189,000130,000
+100.0%
2.33%
ALGN NewALIGN TECHNOLOGY INC$8,284,00040,000
+100.0%
1.72%
 ASPEN TECHNOLOGY INC$4,173,000
+29.7%
17,5180.0%0.87%
+35.8%
NVST ExitENVISTA HOLDINGS CORPORATION$0-150,000
-100.0%
-1.15%
GLD ExitSPDR GOLD TR$0-110,000
-100.0%
-3.68%
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 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC33Q1 202321.6%
META PLATFORMS INC27Q1 20237.5%
ALPHABET INC23Q4 20229.5%
MICROSOFT CORP20Q1 202312.0%
SQUARE INC19Q4 20213.8%
PAYPAL HLDGS INC18Q3 20226.4%
ALIGN TECHNOLOGY INC18Q3 20223.8%
SPDR S&P 500 ETF Trust17Q4 202259.0%
SHERWIN WILLIAMS CO17Q4 20205.6%
SALESFORCE COM INC17Q1 20224.0%

View Hitchwood Capital Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15
13F-HR2021-08-16
13F-HR2021-05-17
13F-HR2021-02-16

View Hitchwood Capital Management LP's complete filings history.

Compare quarters

Export Hitchwood Capital Management LP's holdings