Hitchwood Capital Management as of March 31, 2015
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 33 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.7 | $145M | 390k | 372.10 | |
| Ihs Cl A | 7.3 | $138M | 1.2M | 113.76 | |
| Ims Health Holdings | 6.4 | $121M | 4.5M | 27.07 | |
| Valeant Pharmaceuticals Int | 5.8 | $109M | 550k | 198.62 | |
| Mead Johnson Nutrition | 5.6 | $106M | 1.1M | 100.53 | |
| Equinix Com Par $0.001 (EQIX) | 5.3 | $99M | 425k | 232.85 | |
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 5.1 | $95M | 462k | 206.43 | |
| Facebook Cl A (META) | 4.8 | $90M | 1.1M | 82.22 | |
| Envision Healthcare Hlds | 4.7 | $88M | 2.3M | 38.35 | |
| McDonald's Corporation (MCD) | 4.7 | $88M | 900k | 97.44 | |
| Level 3 Communications Com New | 4.6 | $86M | 1.6M | 53.84 | |
| Sensata Technologies Hldg Nv SHS | 3.4 | $63M | 1.1M | 57.45 | |
| Carter's (CRI) | 3.2 | $60M | 649k | 92.47 | |
| NiSource (NI) | 3.1 | $57M | 1.3M | 44.16 | |
| Whole Foods Market | 2.7 | $52M | 990k | 52.08 | |
| Aramark Hldgs (ARMK) | 2.7 | $51M | 1.6M | 31.63 | |
| Google Cl A | 2.7 | $50M | 90k | 554.70 | |
| Charter Communications Inc D Cl A New | 2.6 | $48M | 250k | 193.11 | |
| Baidu Spon Adr Rep A (BIDU) | 2.4 | $46M | 220k | 208.40 | |
| Graham Hldgs (GHC) | 2.0 | $37M | 35k | 1049.63 | |
| Zoetis Cl A (ZTS) | 1.5 | $29M | 620k | 46.29 | |
| Cdk Global Inc equities | 1.5 | $28M | 600k | 46.76 | |
| Johnson & Johnson Call Option (JNJ) | 1.4 | $26M | 260k | 100.60 | |
| JD Spon Adr Cl A (JD) | 1.3 | $25M | 850k | 29.38 | |
| Workday Cl A (WDAY) | 1.3 | $24M | 280k | 84.41 | |
| Wayfair Cl A (W) | 1.1 | $21M | 650k | 32.12 | |
| Dollar Tree (DLTR) | 1.1 | $20M | 250k | 81.14 | |
| Boston Beer Cl A (SAM) | 1.1 | $20M | 75k | 267.40 | |
| W.W. Grainger Call Option (GWW) | 0.9 | $17M | 70k | 235.81 | |
| Airgas | 0.8 | $16M | 150k | 106.11 | |
| Kraft Foods | 0.8 | $16M | 181k | 87.11 | |
| Jumei Intl Hldg Sponsored Adr | 0.3 | $4.7M | 300k | 15.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.4M | 10k | 144.30 |
