Hitchwood Capital Management as of March 31, 2019
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 50 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 43.3 | $3.0B | 11M | 282.48 | |
| Invesco Qqq Trust Series 1 (QQQ) | 17.0 | $1.2B | 6.6M | 179.66 | |
| iShares MSCI Emerging Markets Indx (EEM) | 3.3 | $232M | 5.4M | 42.92 | |
| Fiserv (FI) | 2.0 | $141M | 1.6M | 88.28 | |
| Microsoft Corporation (MSFT) | 1.7 | $118M | 1.0M | 117.94 | |
| Alibaba Group Holding (BABA) | 1.6 | $110M | 600k | 182.45 | |
| Chipotle Mexican Grill (CMG) | 1.6 | $109M | 153k | 710.31 | |
| Nike (NKE) | 1.4 | $99M | 1.2M | 84.21 | |
| Amazon (AMZN) | 1.3 | $89M | 50k | 1780.76 | |
| Netflix (NFLX) | 1.3 | $89M | 250k | 356.56 | |
| MercadoLibre (MELI) | 1.3 | $89M | 175k | 507.73 | |
| Servicenow (NOW) | 1.2 | $86M | 350k | 246.49 | |
| Costco Wholesale Corporation (COST) | 1.1 | $79M | 325k | 242.14 | |
| Workday Inc cl a (WDAY) | 1.1 | $77M | 400k | 192.85 | |
| Synopsys (SNPS) | 1.1 | $75M | 650k | 115.15 | |
| Paypal Holdings (PYPL) | 1.1 | $74M | 710k | 103.84 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.1 | $74M | 3.1M | 23.52 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $73M | 160k | 453.99 | |
| Intuitive Surgical (ISRG) | 1.0 | $71M | 125k | 570.58 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $70M | 845k | 83.11 | |
| Ctrip.com International | 1.0 | $70M | 1.6M | 43.69 | |
| Facebook Inc cl a (META) | 1.0 | $70M | 420k | 166.69 | |
| Arista Networks (ANET) | 0.9 | $66M | 210k | 314.46 | |
| Twilio Inc cl a (TWLO) | 0.9 | $65M | 500k | 129.18 | |
| Coupa Software | 0.8 | $55M | 600k | 90.98 | |
| Advanced Micro Devices (AMD) | 0.8 | $53M | 2.1M | 25.52 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.8 | $52M | 150k | 346.91 | |
| Chegg (CHGG) | 0.7 | $48M | 1.3M | 38.12 | |
| Spotify Technology Sa (SPOT) | 0.6 | $44M | 315k | 138.80 | |
| Carvana Co cl a (CVNA) | 0.6 | $41M | 700k | 58.06 | |
| salesforce (CRM) | 0.5 | $36M | 225k | 158.37 | |
| Trade Desk (TTD) | 0.5 | $35M | 175k | 197.95 | |
| Okta Inc cl a (OKTA) | 0.5 | $33M | 400k | 82.73 | |
| Square Inc cl a (SQ) | 0.5 | $32M | 430k | 74.92 | |
| Illumina (ILMN) | 0.5 | $31M | 100k | 310.69 | |
| Docusign (DOCU) | 0.5 | $31M | 600k | 51.84 | |
| Xilinx | 0.4 | $25M | 200k | 126.79 | |
| Pluralsight Inc Cl A | 0.4 | $25M | 800k | 31.74 | |
| Five Below (FIVE) | 0.3 | $24M | 190k | 124.25 | |
| Cyberark Software (CYBR) | 0.3 | $22M | 185k | 119.05 | |
| Tencent Music Entertco L spon ad (TME) | 0.3 | $22M | 1.2M | 18.10 | |
| Planet Fitness Inc-cl A (PLNT) | 0.3 | $21M | 300k | 68.72 | |
| IAC/InterActive | 0.3 | $20M | 97k | 210.11 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $20M | 225k | 86.62 | |
| Anaplan | 0.2 | $16M | 400k | 39.36 | |
| CoStar (CSGP) | 0.2 | $14M | 30k | 466.43 | |
| Stoneco (STNE) | 0.2 | $13M | 325k | 41.11 | |
| Etsy (ETSY) | 0.2 | $11M | 170k | 67.22 | |
| Guardant Health (GH) | 0.1 | $10M | 130k | 76.70 | |
| Moderna (MRNA) | 0.1 | $7.1M | 350k | 20.35 |
