Hitchwood Capital Management as of June 30, 2017
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 34 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| AmerisourceBergen (COR) | 7.8 | $189M | 2.0M | 94.53 | |
| Mohawk Industries (MHK) | 6.5 | $157M | 650k | 241.69 | |
| Facebook Inc cl a (META) | 4.7 | $113M | 750k | 150.98 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $110M | 1.2M | 91.40 | |
| Quintiles Transnatio Hldgs I | 4.0 | $99M | 1.1M | 89.50 | |
| Amazon (AMZN) | 4.0 | $97M | 100k | 968.00 | |
| Visa (V) | 3.9 | $94M | 1.0M | 93.78 | |
| Paypal Holdings (PYPL) | 3.8 | $91M | 1.7M | 53.67 | |
| Bio-Rad Laboratories (BIO) | 3.7 | $91M | 400k | 226.31 | |
| Wynn Resorts (WYNN) | 3.6 | $87M | 650k | 134.12 | |
| IAC/InterActive | 3.4 | $83M | 800k | 103.24 | |
| Sherwin-Williams Company (SHW) | 3.4 | $83M | 235k | 350.96 | |
| Liberty Media Corp Series C Li | 3.3 | $81M | 2.2M | 36.62 | |
| Lamb Weston Hldgs (LW) | 3.3 | $81M | 1.8M | 44.04 | |
| Hilton Worldwide Holdings (HLT) | 3.3 | $80M | 1.3M | 61.85 | |
| Jd (JD) | 3.2 | $78M | 2.0M | 39.22 | |
| Pvh Corporation (PVH) | 2.9 | $72M | 625k | 114.50 | |
| athenahealth | 2.9 | $70M | 500k | 140.55 | |
| salesforce (CRM) | 2.9 | $69M | 800k | 86.60 | |
| Vulcan Materials Company (VMC) | 2.6 | $63M | 500k | 126.68 | |
| Square Inc cl a (SQ) | 2.5 | $61M | 2.6M | 23.46 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $57M | 400k | 141.44 | |
| Valvoline Inc Common (VVV) | 2.0 | $50M | 2.1M | 23.72 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $47M | 50k | 929.68 | |
| Wayfair (W) | 1.9 | $46M | 600k | 76.88 | |
| Expedia (EXPE) | 1.8 | $45M | 300k | 148.95 | |
| Align Technology (ALGN) | 1.7 | $41M | 270k | 150.12 | |
| Delphi Automotive | 1.4 | $35M | 400k | 87.65 | |
| Wal-Mart Stores (WMT) | 1.4 | $34M | 450k | 75.68 | |
| MercadoLibre (MELI) | 1.4 | $34M | 135k | 250.88 | |
| Ashland (ASH) | 1.4 | $33M | 500k | 65.91 | |
| Post Holdings Inc Common (POST) | 1.1 | $27M | 350k | 77.65 | |
| Planet Fitness Inc-cl A (PLNT) | 0.9 | $21M | 900k | 23.34 | |
| Blue Buffalo Pet Prods | 0.7 | $16M | 715k | 22.81 |
