Hitchwood Capital Management as of March 31, 2018
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 9.6 | $197M | 747k | 263.15 | |
| PowerShares QQQ Trust, Series 1 | 9.0 | $185M | 1.2M | 160.13 | |
| Workday Inc cl a (WDAY) | 5.2 | $108M | 850k | 127.11 | |
| Visa (V) | 5.2 | $108M | 900k | 119.62 | |
| Netflix (NFLX) | 5.0 | $103M | 350k | 295.35 | |
| Illumina (ILMN) | 4.7 | $97M | 410k | 236.42 | |
| Veeva Sys Inc cl a (VEEV) | 3.9 | $80M | 1.1M | 73.02 | |
| Microsoft Corporation (MSFT) | 3.5 | $73M | 800k | 91.27 | |
| Cme (CME) | 3.5 | $73M | 450k | 161.74 | |
| Amazon (AMZN) | 3.5 | $72M | 50k | 1447.34 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $65M | 1.3M | 52.22 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $65M | 300k | 216.08 | |
| Alibaba Group Holding (BABA) | 3.1 | $64M | 350k | 183.54 | |
| Grubhub | 2.9 | $60M | 595k | 101.47 | |
| salesforce (CRM) | 2.8 | $58M | 498k | 116.30 | |
| Match | 2.6 | $54M | 1.2M | 44.44 | |
| Voya Financial (VOYA) | 2.6 | $53M | 1.1M | 50.50 | |
| Booking Holdings (BKNG) | 2.5 | $52M | 25k | 2080.40 | |
| TAL Education (TAL) | 2.4 | $50M | 1.4M | 37.09 | |
| Interactive Brokers (IBKR) | 2.3 | $47M | 700k | 67.24 | |
| Bio-Rad Laboratories (BIO) | 1.8 | $38M | 150k | 250.08 | |
| Las Vegas Sands (LVS) | 1.8 | $36M | 500k | 71.90 | |
| Servicenow (NOW) | 1.6 | $34M | 204k | 165.45 | |
| Guidewire Software (GWRE) | 1.6 | $33M | 405k | 80.83 | |
| Foundation Medicine | 1.5 | $32M | 400k | 78.75 | |
| Yandex Nv-a (NBIS) | 1.3 | $28M | 700k | 39.45 | |
| Chegg (CHGG) | 1.3 | $27M | 1.3M | 20.66 | |
| stock | 1.3 | $27M | 269k | 98.39 | |
| Gds Holdings ads (GDS) | 1.3 | $26M | 950k | 27.45 | |
| Sherwin-Williams Company (SHW) | 1.1 | $22M | 55k | 392.13 | |
| IDEXX Laboratories (IDXX) | 0.9 | $19M | 100k | 191.39 | |
| Planet Fitness Inc-cl A (PLNT) | 0.9 | $19M | 500k | 37.77 | |
| Align Technology (ALGN) | 0.8 | $18M | 70k | 251.13 | |
| Square Inc cl a (SQ) | 0.7 | $15M | 300k | 49.20 | |
| Molson Coors Brewing Company (TAP) | 0.7 | $14M | 185k | 75.33 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $6.8M | 168k | 40.33 |
