Hitchwood Capital Management as of Dec. 31, 2017
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 44 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.3 | $140M | 120k | 1169.47 | |
| Sherwin-Williams Company (SHW) | 5.2 | $137M | 335k | 410.04 | |
| FedEx Corporation (FDX) | 4.9 | $131M | 525k | 249.54 | |
| Facebook Inc cl a (META) | 4.5 | $119M | 675k | 176.46 | |
| Wynn Resorts (WYNN) | 4.1 | $110M | 650k | 168.59 | |
| Wal-Mart Stores (WMT) | 4.1 | $109M | 1.1M | 98.75 | |
| salesforce (CRM) | 3.8 | $102M | 1.0M | 102.23 | |
| Bio-Rad Laboratories (BIO) | 3.8 | $100M | 420k | 238.67 | |
| Synchrony Financial (SYF) | 3.5 | $93M | 2.4M | 38.61 | |
| Iqvia Holdings (IQV) | 3.3 | $88M | 900k | 97.90 | |
| Estee Lauder Companies (EL) | 3.1 | $83M | 650k | 127.24 | |
| Servicenow (NOW) | 2.9 | $78M | 600k | 130.39 | |
| Monster Beverage Corp (MNST) | 2.9 | $76M | 1.2M | 63.29 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $74M | 70k | 1053.40 | |
| Illumina (ILMN) | 2.7 | $72M | 330k | 218.49 | |
| MercadoLibre (MELI) | 2.7 | $71M | 225k | 314.66 | |
| SPDR S&P Oil & Gas Explore & Prod. | 2.6 | $71M | 1.9M | 37.18 | |
| Mohawk Industries (MHK) | 2.6 | $69M | 250k | 275.90 | |
| Visa (V) | 2.6 | $68M | 600k | 114.02 | |
| Grubhub | 2.6 | $68M | 950k | 71.80 | |
| Guidewire Software (GWRE) | 2.2 | $59M | 800k | 74.26 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $59M | 550k | 106.94 | |
| Paypal Holdings (PYPL) | 2.2 | $59M | 800k | 73.62 | |
| Bank of America Corporation (BAC) | 2.1 | $56M | 1.9M | 29.52 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $53M | 300k | 175.24 | |
| Planet Fitness Inc-cl A (PLNT) | 1.8 | $49M | 1.4M | 34.63 | |
| Blue Buffalo Pet Prods | 1.6 | $43M | 1.3M | 32.79 | |
| Interactive Brokers (IBKR) | 1.6 | $41M | 700k | 59.21 | |
| Workday Inc cl a (WDAY) | 1.5 | $41M | 400k | 101.74 | |
| Analog Devices (ADI) | 1.3 | $35M | 390k | 89.03 | |
| Paycom Software (PAYC) | 1.3 | $34M | 425k | 80.33 | |
| Costco Wholesale Corporation (COST) | 1.3 | $34M | 180k | 186.12 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.1 | $31M | 500k | 61.48 | |
| Shopify Inc cl a (SHOP) | 1.1 | $30M | 300k | 101.00 | |
| Foundation Medicine | 0.9 | $25M | 360k | 68.20 | |
| Wayfair (W) | 0.9 | $24M | 300k | 80.27 | |
| stock | 0.8 | $21M | 250k | 82.84 | |
| Netflix (NFLX) | 0.7 | $19M | 100k | 191.96 | |
| Jd (JD) | 0.7 | $19M | 450k | 41.42 | |
| Etsy (ETSY) | 0.7 | $18M | 900k | 20.45 | |
| Square Inc cl a (SQ) | 0.7 | $17M | 500k | 34.67 | |
| Voya Financial (VOYA) | 0.6 | $16M | 329k | 49.47 | |
| Align Technology (ALGN) | 0.5 | $13M | 60k | 222.18 | |
| World Wrestling Entertainment | 0.5 | $12M | 400k | 30.58 |
