Hitchwood Capital Management as of Sept. 30, 2018
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 54 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Trust Series 1 (QQQ) | 63.6 | $4.5B | 24M | 185.79 | |
| Servicenow (NOW) | 1.7 | $117M | 600k | 195.63 | |
| Illumina (ILMN) | 1.6 | $110M | 300k | 367.06 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $109M | 385k | 282.12 | |
| Workday Inc cl a (WDAY) | 1.4 | $102M | 700k | 145.98 | |
| Square Inc cl a (SQ) | 1.4 | $99M | 1.0M | 99.01 | |
| Amazon (AMZN) | 1.3 | $90M | 45k | 2003.00 | |
| Wayfair (W) | 1.2 | $89M | 600k | 147.67 | |
| salesforce (CRM) | 1.2 | $88M | 550k | 159.03 | |
| SVB Financial (SIVBQ) | 1.2 | $84M | 270k | 310.83 | |
| Lululemon Athletica (LULU) | 1.1 | $81M | 500k | 162.49 | |
| Roku (ROKU) | 1.0 | $73M | 1.0M | 73.03 | |
| Netflix (NFLX) | 1.0 | $71M | 190k | 374.13 | |
| Microsoft Corporation (MSFT) | 1.0 | $69M | 600k | 114.37 | |
| Abiomed | 0.9 | $68M | 150k | 449.75 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.9 | $65M | 1.5M | 43.29 | |
| Stitch Fix (SFIX) | 0.9 | $61M | 1.4M | 43.77 | |
| Align Technology (ALGN) | 0.9 | $61M | 155k | 391.22 | |
| Domino's Pizza (DPZ) | 0.8 | $59M | 200k | 294.80 | |
| Grubhub | 0.8 | $58M | 420k | 138.62 | |
| Intuitive Surgical (ISRG) | 0.8 | $57M | 100k | 574.00 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $57M | 725k | 78.92 | |
| Chegg (CHGG) | 0.7 | $51M | 1.8M | 28.43 | |
| NVIDIA Corporation (NVDA) | 0.7 | $49M | 175k | 281.02 | |
| Xpo Logistics Inc equity (XPO) | 0.7 | $48M | 420k | 114.17 | |
| Etsy (ETSY) | 0.7 | $46M | 900k | 51.38 | |
| Sherwin-Williams Company (SHW) | 0.6 | $46M | 100k | 455.21 | |
| CSX Corporation (CSX) | 0.6 | $44M | 600k | 74.05 | |
| Epam Systems (EPAM) | 0.6 | $41M | 300k | 137.70 | |
| Spotify Technology Sa (SPOT) | 0.6 | $40M | 220k | 180.83 | |
| Autodesk (ADSK) | 0.5 | $34M | 220k | 156.11 | |
| Edwards Lifesciences (EW) | 0.5 | $35M | 200k | 174.10 | |
| Visa (V) | 0.5 | $34M | 225k | 150.09 | |
| Tiffany & Co. | 0.5 | $34M | 260k | 128.97 | |
| Cargurus (CARG) | 0.5 | $33M | 600k | 55.69 | |
| Planet Fitness Inc-cl A (PLNT) | 0.5 | $32M | 600k | 54.03 | |
| Dex (DXCM) | 0.5 | $32M | 225k | 143.04 | |
| Yelp Inc cl a (YELP) | 0.4 | $30M | 600k | 49.20 | |
| Veeva Sys Inc cl a (VEEV) | 0.4 | $30M | 275k | 108.87 | |
| Shopify Inc cl a (SHOP) | 0.4 | $30M | 180k | 164.46 | |
| CoStar (CSGP) | 0.4 | $27M | 65k | 420.85 | |
| Synopsys (SNPS) | 0.3 | $25M | 250k | 98.61 | |
| Tandem Diabetes Care (TNDM) | 0.3 | $24M | 570k | 42.84 | |
| Yext (YEXT) | 0.3 | $24M | 1.0M | 23.70 | |
| Canopy Gro | 0.3 | $22M | 450k | 48.64 | |
| Advanced Micro Devices (AMD) | 0.3 | $19M | 600k | 30.89 | |
| Docusign (DOCU) | 0.2 | $16M | 300k | 52.57 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $14M | 50k | 269.96 | |
| Hubspot (HUBS) | 0.2 | $14M | 90k | 150.94 | |
| Shake Shack Inc cl a (SHAK) | 0.2 | $13M | 200k | 63.01 | |
| Carvana Co cl a (CVNA) | 0.2 | $12M | 200k | 59.09 | |
| Paycom Software (PAYC) | 0.1 | $7.8M | 50k | 155.42 | |
| Gds Holdings ads (GDS) | 0.1 | $3.5M | 100k | 35.13 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 0.1 | $3.3M | 120k | 27.23 |
