$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Buy | TESLA INC | $87,533,000 | +18.2% | 330,000 | +200.0% | 18.20% | +23.8% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $24,591,000 | +550.9% | 350,000 | +483.3% | 5.11% | +581.7% |
| RH | Buy | RH | $18,455,000 | +334.7% | 75,000 | +275.0% | 3.84% | +355.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $17,217,000 | -64.1% | 180,000 | +718.2% | 3.58% | -62.4% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $16,798,000 | +300.7% | 75,000 | +275.0% | 3.49% | +319.8% |
| KLAC | New | KLA CORP | $15,132,000 | – | 50,000 | +100.0% | 3.15% | – |
| FISV | New | FISERV INC | $14,036,000 | – | 150,000 | +100.0% | 2.92% | – |
| BKNG | New | BOOKING HOLDINGS INC | $13,146,000 | – | 8,000 | +100.0% | 2.73% | – |
| PYPL | New | PAYPAL HLDGS INC | $11,189,000 | – | 130,000 | +100.0% | 2.33% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $8,284,000 | – | 40,000 | +100.0% | 1.72% | – |
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
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.