Hitchwood Capital Management as of March 31, 2016
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 30 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| AmerisourceBergen (COR) | 13.6 | $502M | 5.8M | 86.55 | |
| Amazon (AMZN) | 8.0 | $297M | 500k | 593.64 | |
| Health Care SPDR (XLV) | 5.1 | $190M | 2.8M | 67.78 | |
| Sherwin-Williams Company (SHW) | 5.0 | $185M | 650k | 284.67 | |
| Molson Coors Brewing Company (TAP) | 5.0 | $183M | 1.9M | 96.18 | |
| FleetCor Technologies | 4.4 | $164M | 1.1M | 148.75 | |
| Ihs | 4.4 | $161M | 1.3M | 124.16 | |
| Facebook Inc cl a (META) | 4.3 | $160M | 1.4M | 114.10 | |
| Comcast Corporation (CMCSA) | 3.6 | $134M | 2.2M | 61.08 | |
| Allergan | 3.6 | $134M | 500k | 268.03 | |
| Mohawk Industries (MHK) | 3.6 | $134M | 700k | 190.90 | |
| Paypal Holdings (PYPL) | 3.5 | $127M | 3.3M | 38.60 | |
| Level 3 Communications | 3.4 | $127M | 2.4M | 52.85 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $126M | 165k | 762.90 | |
| Chipotle Mexican Grill (CMG) | 3.3 | $123M | 260k | 470.97 | |
| Microsoft Corporation (MSFT) | 3.0 | $111M | 2.0M | 55.23 | |
| Panera Bread Company | 2.9 | $108M | 525k | 204.83 | |
| Tempur-Pedic International (TPX) | 2.5 | $91M | 1.5M | 60.79 | |
| Autodesk (ADSK) | 2.4 | $90M | 1.5M | 58.31 | |
| Blue Buffalo Pet Prods | 2.4 | $90M | 3.5M | 25.66 | |
| Kraft Heinz (KHC) | 2.3 | $86M | 1.1M | 78.56 | |
| Charter Communications | 2.3 | $85M | 420k | 202.43 | |
| Wynn Resorts (WYNN) | 1.9 | $70M | 750k | 93.43 | |
| Envision Healthcare Hlds | 1.8 | $65M | 3.2M | 20.40 | |
| Starbucks Corporation (SBUX) | 1.1 | $42M | 700k | 59.70 | |
| Monsanto Company | 1.1 | $40M | 450k | 87.74 | |
| Sabre (SABR) | 0.9 | $32M | 1.1M | 28.92 | |
| Oracle Corporation (ORCL) | 0.4 | $16M | 385k | 40.91 | |
| Wayfair (W) | 0.4 | $16M | 360k | 43.22 | |
| 0.2 | $6.9M | 414k | 16.55 |
