$184 Thousand is the total value of Hitchwood Capital Management LP's 19 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | Meta Platforms Inccl a | $13,776 | – | 65,000 | +100.0% | 7.50% | – |
| TW | New | Tradeweb Markets Inccl a | $11,853 | – | 150,000 | +100.0% | 6.45% | – |
| ABNB | New | Airbnb Inc | $9,952 | – | 80,000 | +100.0% | 5.42% | – |
| AMAT | New | Applied Materials Inc | $8,598 | – | 70,000 | +100.0% | 4.68% | – |
| AMD | New | Advanced Micro Devices Inc | $7,841 | – | 80,000 | +100.0% | 4.27% | – |
| ANET | New | Arista Networks Inc | $5,875 | – | 35,000 | +100.0% | 3.20% | – |
| SPOT | New | Spotify Technology SA | $4,677 | – | 35,000 | +100.0% | 2.54% | – |
| WDAY | New | Workday Inccl a | $3,098 | – | 15,000 | +100.0% | 1.69% | – |
| PCOR | New | Procore Technologies Inc | $1,253 | – | 20,000 | +100.0% | 0.68% | – |
| SHOP | New | Shopify Inccl a | $719 | – | 15,000 | +100.0% | 0.39% | – |
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 2023-05-12
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.