Hitchwood Capital Management as of Dec. 31, 2014
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 32 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ims Health Holdings | 9.6 | $110M | 4.3M | 25.64 | |
| Equinix Com New | 7.9 | $90M | 398k | 226.73 | |
| Valeant Pharmaceuticals Int | 6.6 | $76M | 530k | 143.11 | |
| Baidu Spon Adr Rep A (BIDU) | 6.1 | $70M | 305k | 227.97 | |
| Level 3 Communications Com New | 5.6 | $64M | 1.3M | 49.38 | |
| Sensata Technologies Hldg Nv SHS | 5.0 | $58M | 1.1M | 52.41 | |
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 5.0 | $57M | 276k | 205.54 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.7 | $54M | 420k | 127.84 | |
| Cdk Global Inc equities | 4.6 | $53M | 1.3M | 40.76 | |
| Mead Johnson Nutrition | 4.4 | $50M | 500k | 100.54 | |
| Charter Communications Inc D Cl A New | 4.4 | $50M | 300k | 166.62 | |
| Whole Foods Market | 4.0 | $46M | 910k | 50.42 | |
| Boston Beer Cl A (SAM) | 3.9 | $44M | 153k | 289.54 | |
| Agilent Technologies Inc C ommon (A) | 3.6 | $41M | 1.0M | 40.94 | |
| Allergan | 3.2 | $37M | 175k | 212.59 | |
| Airgas | 2.6 | $30M | 260k | 115.18 | |
| Dollar General (DG) | 2.5 | $28M | 400k | 70.70 | |
| HSN | 2.4 | $27M | 355k | 76.00 | |
| Graham Hldgs (GHC) | 2.1 | $24M | 28k | 863.71 | |
| Time Warner Com New | 1.9 | $21M | 250k | 85.42 | |
| Amazon (AMZN) | 1.7 | $20M | 63k | 310.35 | |
| Zoetis Cl A (ZTS) | 1.7 | $19M | 450k | 43.03 | |
| Facebook Cl A (META) | 1.4 | $16M | 200k | 78.02 | |
| Zillow Cl A | 1.0 | $12M | 110k | 105.89 | |
| Tripadvisor Put Option (TRIP) | 1.0 | $12M | 155k | 74.67 | |
| W.W. Grainger Call Option (GWW) | 0.7 | $7.6M | 30k | 254.90 | |
| Scripps Networks Interact In Cl A Com Call Option | 0.7 | $7.5M | 100k | 75.27 | |
| Pembina Pipeline Corp (PBA) | 0.6 | $7.4M | 204k | 36.43 | |
| Ctrip Com Intl American Dep Shs | 0.6 | $7.3M | 160k | 45.50 | |
| Wayfair Cl A (W) | 0.3 | $3.6M | 180k | 19.85 | |
| Intel Corporation Call Option (INTC) | 0.2 | $2.2M | 60k | 36.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.5M | 10k | 150.20 |
