Hitchwood Capital Management as of Dec. 31, 2015
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 37 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $277M | 5.0M | 55.48 | |
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $233M | 300k | 778.01 | |
| AmerisourceBergen (COR) | 5.8 | $218M | 2.1M | 103.71 | |
| Paypal Holdings (PYPL) | 5.7 | $214M | 5.9M | 36.20 | |
| Spdr S&p 500 Etf (SPY) | 5.4 | $204M | 1.0M | 203.87 | |
| Molson Coors Brewing Company (TAP) | 5.0 | $188M | 2.0M | 93.92 | |
| Facebook Inc cl a (META) | 4.3 | $162M | 1.6M | 104.66 | |
| Allergan | 4.2 | $156M | 500k | 312.50 | |
| Amazon (AMZN) | 4.1 | $154M | 228k | 675.89 | |
| Kraft Heinz (KHC) | 3.9 | $146M | 2.0M | 72.76 | |
| Ihs | 3.8 | $142M | 1.2M | 118.43 | |
| Panera Bread Company | 3.7 | $138M | 710k | 194.78 | |
| FleetCor Technologies | 3.6 | $136M | 950k | 142.93 | |
| Level 3 Communications | 3.3 | $125M | 2.3M | 54.36 | |
| Zoetis Inc Cl A (ZTS) | 3.2 | $120M | 2.5M | 47.92 | |
| Monsanto Company | 3.1 | $118M | 1.2M | 98.52 | |
| Mohawk Industries (MHK) | 3.0 | $114M | 600k | 189.39 | |
| Jd (JD) | 2.4 | $90M | 2.8M | 32.26 | |
| Comcast Corporation (CMCSA) | 2.2 | $85M | 1.5M | 56.43 | |
| Valeant Pharmaceuticals Int | 2.2 | $81M | 800k | 101.65 | |
| Tempur-Pedic International (TPX) | 2.1 | $81M | 1.2M | 70.46 | |
| Envision Healthcare Hlds | 2.1 | $78M | 3.0M | 25.97 | |
| Baidu (BIDU) | 2.0 | $76M | 400k | 189.04 | |
| Monster Beverage Corp (MNST) | 1.8 | $67M | 450k | 148.96 | |
| Blue Buffalo Pet Prods | 1.2 | $46M | 2.5M | 18.71 | |
| Wal-Mart Stores (WMT) | 1.1 | $43M | 700k | 61.30 | |
| Wayfair (W) | 1.1 | $43M | 900k | 47.62 | |
| Procter & Gamble Company (PG) | 1.1 | $40M | 500k | 79.41 | |
| Ptc (PTC) | 1.0 | $38M | 1.1M | 34.63 | |
| Costco Wholesale Corporation (COST) | 1.0 | $37M | 230k | 161.50 | |
| Target Corporation (TGT) | 0.9 | $33M | 450k | 72.61 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $21M | 500k | 41.81 | |
| Linkedin Corp | 0.5 | $18M | 80k | 225.08 | |
| CarMax (KMX) | 0.4 | $16M | 300k | 53.97 | |
| Intuit (INTU) | 0.3 | $9.7M | 100k | 96.50 | |
| Citrix Systems | 0.2 | $7.6M | 100k | 75.65 | |
| Tesla Motors (TSLA) | 0.2 | $7.2M | 30k | 240.00 |
