Hitchwood Capital Management as of Sept. 30, 2017
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 39 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 5.8 | $137M | 800k | 170.87 | |
| Quintiles Transnatio Hldgs I | 4.9 | $114M | 1.2M | 95.07 | |
| Liberty Media Corp Series C Li | 4.6 | $107M | 2.8M | 38.09 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $105M | 1.1M | 95.51 | |
| Mohawk Industries (MHK) | 4.4 | $103M | 415k | 247.51 | |
| Pvh Corporation (PVH) | 4.3 | $101M | 800k | 126.06 | |
| salesforce (CRM) | 4.0 | $93M | 1.0M | 93.42 | |
| Jd (JD) | 3.6 | $84M | 2.2M | 38.20 | |
| Bio-Rad Laboratories (BIO) | 3.3 | $78M | 350k | 222.22 | |
| Amazon (AMZN) | 3.3 | $77M | 80k | 961.35 | |
| IAC/InterActive | 3.0 | $71M | 600k | 117.58 | |
| Paypal Holdings (PYPL) | 3.0 | $70M | 1.1M | 64.03 | |
| Alcoa (AA) | 3.0 | $70M | 1.5M | 46.62 | |
| Monster Beverage Corp (MNST) | 3.0 | $69M | 1.3M | 55.25 | |
| Servicenow (NOW) | 2.9 | $69M | 585k | 117.53 | |
| Wynn Resorts (WYNN) | 2.8 | $66M | 445k | 148.92 | |
| MercadoLibre (MELI) | 2.8 | $65M | 250k | 258.93 | |
| Visa (V) | 2.7 | $63M | 600k | 105.24 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $63M | 65k | 973.72 | |
| Square Inc cl a (SQ) | 2.7 | $63M | 2.2M | 28.81 | |
| Align Technology (ALGN) | 2.7 | $62M | 334k | 186.27 | |
| Guidewire Software (GWRE) | 2.7 | $62M | 800k | 77.86 | |
| Metropcs Communications (TMUS) | 2.6 | $62M | 1.0M | 61.66 | |
| Wayfair (W) | 2.5 | $57M | 850k | 67.40 | |
| Delphi Automotive | 2.3 | $54M | 550k | 98.40 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.2 | $51M | 800k | 63.88 | |
| Illumina (ILMN) | 2.1 | $50M | 250k | 199.20 | |
| Adient (ADNT) | 1.8 | $42M | 500k | 83.99 | |
| Planet Fitness Inc-cl A (PLNT) | 1.7 | $41M | 1.5M | 26.98 | |
| Universal Display Corporation (OLED) | 1.2 | $29M | 225k | 128.85 | |
| Sherwin-Williams Company (SHW) | 1.2 | $29M | 80k | 358.04 | |
| Expedia (EXPE) | 1.2 | $28M | 195k | 143.94 | |
| Autodesk (ADSK) | 1.0 | $23M | 200k | 112.26 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $21M | 800k | 26.75 | |
| Workday Inc cl a (WDAY) | 0.9 | $21M | 200k | 105.39 | |
| Alarm Com Hldgs (ALRM) | 0.9 | $20M | 450k | 45.18 | |
| Advanced Micro Devices (AMD) | 0.6 | $14M | 1.1M | 12.75 | |
| Atlassian Corp Plc cl a | 0.3 | $7.0M | 200k | 35.15 | |
| Grubhub | 0.0 | $997k | 19k | 52.63 |
