| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Exit | Shopify Inccl a | $0 | – | -15,000 | -100.0% | -0.39% | – |
| PCOR | Exit | Procore Technologies Inc | $0 | – | -20,000 | -100.0% | -0.68% | – |
| RH | Exit | RH | $0 | – | -10,000 | -100.0% | -1.33% | – |
| WDAY | Exit | Workday Inccl a | $0 | – | -15,000 | -100.0% | -1.69% | – |
| SPOT | Exit | Spotify Technology SA | $0 | – | -35,000 | -100.0% | -2.54% | – |
| ANET | Exit | Arista Networks Inc | $0 | – | -35,000 | -100.0% | -3.20% | – |
| AMD | Exit | Advanced Micro Devices Inc | $0 | – | -80,000 | -100.0% | -4.27% | – |
| KLAC | Exit | KLA Corp | $0 | – | -20,000 | -100.0% | -4.34% | – |
| AMAT | Exit | Applied Materials Inc | $0 | – | -70,000 | -100.0% | -4.68% | – |
| ABNB | Exit | Airbnb Inc | $0 | – | -80,000 | -100.0% | -5.42% | – |
| BKNG | Exit | Booking Holdings Inc | $0 | – | -4,000 | -100.0% | -5.77% | – |
| Exit | HALEON PLCspon ads | $0 | – | -1,400,000 | -100.0% | -6.20% | – | |
| TW | Exit | Tradeweb Markets Inccl a | $0 | – | -150,000 | -100.0% | -6.45% | – |
| BRKB | Exit | Berkshire Hathaway Inccl a | $0 | – | -40,000 | -100.0% | -6.72% | – |
| FB | Exit | Meta Platforms Inccl a | $0 | – | -65,000 | -100.0% | -7.50% | – |
| AMZN | Exit | Amazon.com Inc | $0 | – | -150,000 | -100.0% | -8.43% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -55,000 | -100.0% | -8.63% | – |
| FND | Exit | Floor & Decor Holdings Inccl a | $0 | – | -175,000 | -100.0% | -9.35% | – |
| TSLA | Exit | Tesla Inc | $0 | – | -110,000 | -100.0% | -12.42% | – |
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.