Hitchwood Capital Management as of June 30, 2015
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 29 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Kraft Foods | 10.8 | $256M | 3.0M | 85.14 | |
| Amazon (AMZN) | 8.0 | $189M | 436k | 434.09 | |
| Time Warner Cable | 7.5 | $178M | 1.0M | 178.17 | |
| Ihs Cl A | 7.1 | $167M | 1.3M | 128.63 | |
| Precision Castparts | 6.8 | $160M | 800k | 199.87 | |
| Ims Health Holdings | 5.2 | $123M | 4.0M | 30.65 | |
| JD Spon Adr Cl A (JD) | 5.0 | $119M | 3.5M | 34.10 | |
| NiSource (NI) | 4.6 | $109M | 2.4M | 45.59 | |
| Level 3 Communications Com New | 4.4 | $105M | 2.0M | 52.67 | |
| Envision Healthcare Hlds | 4.3 | $103M | 2.6M | 39.48 | |
| Dollar Tree (DLTR) | 4.0 | $95M | 1.2M | 78.99 | |
| Valeant Pharmaceuticals Int | 3.3 | $78M | 350k | 222.15 | |
| Align Technology (ALGN) | 3.2 | $75M | 1.2M | 62.71 | |
| Facebook Cl A (META) | 3.1 | $73M | 850k | 85.76 | |
| American Express Company (AXP) | 3.0 | $70M | 900k | 77.72 | |
| Concordia Healthcare | 2.7 | $65M | 900k | 72.25 | |
| Panera Bread Cl A | 2.6 | $61M | 350k | 174.77 | |
| Microsoft Corporation (MSFT) | 1.9 | $44M | 1.0M | 44.15 | |
| Zoetis Cl A (ZTS) | 1.8 | $43M | 900k | 48.22 | |
| Tempur-Pedic International (TPX) | 1.8 | $43M | 650k | 65.90 | |
| Sensata Technologies Hldg Nv SHS | 1.8 | $42M | 800k | 52.74 | |
| Party City Hold | 1.3 | $30M | 1.5M | 20.27 | |
| Johnson & Johnson Call Option (JNJ) | 1.2 | $29M | 300k | 97.46 | |
| Martin Marietta Materials (MLM) | 1.2 | $28M | 200k | 141.51 | |
| Lions Gate Entmnt Corp Com New | 1.1 | $26M | 700k | 37.05 | |
| Columbia Pipeline | 1.1 | $26M | 900k | 28.80 | |
| Ringcentral Cl A (RNG) | 0.8 | $19M | 1.0M | 18.49 | |
| Wayfair Cl A (W) | 0.3 | $6.0M | 160k | 37.64 | |
| Viacom CL B Call Option | 0.1 | $3.5M | 54k | 64.65 |
