Hitchwood Capital Management as of June 30, 2018
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 39 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Trust Series 1 (QQQ) | 43.6 | $1.4B | 8.1M | 171.65 | |
| Spdr S&p 500 Etf (SPY) | 5.3 | $170M | 625k | 271.28 | |
| Illumina (ILMN) | 3.9 | $124M | 445k | 279.29 | |
| Tiffany & Co. | 3.8 | $121M | 920k | 131.60 | |
| Amazon (AMZN) | 3.7 | $119M | 70k | 1699.80 | |
| Facebook Inc cl a (META) | 3.7 | $117M | 600k | 194.32 | |
| Microsoft Corporation (MSFT) | 2.6 | $84M | 850k | 98.61 | |
| Spotify Technology Sa (SPOT) | 2.3 | $73M | 435k | 168.24 | |
| salesforce (CRM) | 2.1 | $68M | 500k | 136.40 | |
| Square Inc cl a (SQ) | 1.9 | $62M | 1.0M | 61.64 | |
| Wayfair (W) | 1.6 | $52M | 437k | 118.76 | |
| SPDR S&P Oil & Gas Explore & Prod. | 1.6 | $52M | 1.2M | 43.06 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $51M | 210k | 243.81 | |
| Chegg (CHGG) | 1.6 | $51M | 1.8M | 27.79 | |
| Visa (V) | 1.4 | $46M | 350k | 132.45 | |
| CoStar (CSGP) | 1.4 | $45M | 110k | 412.63 | |
| Lululemon Athletica (LULU) | 1.4 | $44M | 350k | 124.85 | |
| Netflix (NFLX) | 1.2 | $39M | 100k | 391.43 | |
| Alibaba Group Holding (BABA) | 1.2 | $37M | 200k | 185.53 | |
| Grubhub | 1.1 | $36M | 340k | 104.91 | |
| Etsy (ETSY) | 1.1 | $34M | 796k | 42.19 | |
| Gds Holdings ads (GDS) | 1.0 | $32M | 800k | 40.09 | |
| Shake Shack Inc cl a (SHAK) | 1.0 | $31M | 475k | 66.18 | |
| Guidewire Software (GWRE) | 1.0 | $31M | 350k | 88.78 | |
| Veeva Sys Inc cl a (VEEV) | 1.0 | $31M | 400k | 76.86 | |
| CSX Corporation (CSX) | 0.9 | $29M | 450k | 63.78 | |
| Stitch Fix (SFIX) | 0.9 | $27M | 1.0M | 27.44 | |
| Roku (ROKU) | 0.8 | $27M | 635k | 42.62 | |
| SVB Financial (SIVBQ) | 0.8 | $26M | 90k | 288.76 | |
| Align Technology (ALGN) | 0.8 | $26M | 75k | 342.15 | |
| Bio-Rad Laboratories (BIO) | 0.7 | $24M | 82k | 288.54 | |
| Interactive Brokers (IBKR) | 0.6 | $19M | 300k | 64.41 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $18M | 300k | 59.79 | |
| Pivotal Software Inc ordinary shares | 0.5 | $15M | 600k | 24.27 | |
| Docusign (DOCU) | 0.4 | $14M | 255k | 52.95 | |
| Nutanix Inc cl a (NTNX) | 0.3 | $10M | 200k | 51.57 | |
| Axon Enterprise (AXON) | 0.2 | $7.6M | 120k | 63.18 | |
| New Relic | 0.1 | $4.9M | 49k | 100.60 | |
| Planet Fitness Inc-cl A (PLNT) | 0.1 | $1.6M | 36k | 43.95 |
