Hitchwood Capital Management as of June 30, 2019
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 56 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 41.4 | $2.4B | 8.3M | 293.00 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 11.4 | $670M | 3.6M | 186.74 | |
| Hilton Worldwide Holdings (HLT) | 2.2 | $131M | 1.3M | 97.74 | |
| Amazon (AMZN) | 1.8 | $104M | 55k | 1893.64 | |
| Coupa Software | 1.7 | $101M | 800k | 126.61 | |
| Anaplan | 1.7 | $101M | 2.0M | 50.47 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $101M | 255k | 395.18 | |
| Fiserv (FI) | 1.7 | $100M | 1.1M | 91.16 | |
| Illumina (ILMN) | 1.6 | $96M | 260k | 368.15 | |
| Chipotle Mexican Grill (CMG) | 1.6 | $95M | 130k | 732.88 | |
| Netflix (NFLX) | 1.6 | $92M | 250k | 367.32 | |
| Snap Cl A (SNAP) | 1.5 | $86M | 6.0M | 14.30 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $85M | 500k | 169.45 | |
| Lululemon Athletica (LULU) | 1.4 | $85M | 470k | 180.21 | |
| Servicenow (NOW) | 1.4 | $81M | 295k | 274.57 | |
| Global Payments (GPN) | 1.4 | $80M | 500k | 160.13 | |
| Sherwin-Williams Company (SHW) | 1.3 | $78M | 170k | 458.29 | |
| MercadoLibre (MELI) | 1.3 | $77M | 125k | 611.77 | |
| Sea Sponsored Ads (SE) | 1.3 | $74M | 2.2M | 33.22 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $68M | 140k | 483.80 | |
| Facebook Cl A (META) | 1.1 | $64M | 330k | 193.00 | |
| Fidelity National Information Services (FIS) | 1.1 | $63M | 510k | 122.68 | |
| Carvana Cl A (CVNA) | 1.0 | $60M | 965k | 62.59 | |
| Avalara | 1.0 | $56M | 775k | 72.20 | |
| Disney Walt Com Disney (DIS) | 1.0 | $56M | 400k | 139.64 | |
| Guardant Health (GH) | 0.9 | $51M | 595k | 86.33 | |
| Etsy (ETSY) | 0.9 | $51M | 825k | 61.37 | |
| Advanced Micro Devices (AMD) | 0.8 | $49M | 1.6M | 30.37 | |
| Smartsheet Com Cl A (SMAR) | 0.8 | $48M | 1.0M | 48.40 | |
| Shopify Cl A (SHOP) | 0.7 | $42M | 140k | 300.15 | |
| Five Below (FIVE) | 0.7 | $42M | 350k | 120.02 | |
| Autodesk (ADSK) | 0.7 | $41M | 250k | 162.90 | |
| Workday Cl A (WDAY) | 0.7 | $40M | 196k | 205.58 | |
| Microsoft Corporation (MSFT) | 0.7 | $40M | 300k | 133.96 | |
| Chegg (CHGG) | 0.7 | $39M | 1.0M | 38.59 | |
| Alteryx Com Cl A | 0.6 | $33M | 300k | 109.12 | |
| Planet Fitness Cl A (PLNT) | 0.6 | $33M | 450k | 72.44 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.5 | $31M | 800k | 38.97 | |
| Pinterest Cl A (PINS) | 0.5 | $30M | 1.1M | 27.22 | |
| Paypal Holdings (PYPL) | 0.5 | $29M | 250k | 114.46 | |
| Twilio Cl A (TWLO) | 0.5 | $27M | 200k | 136.35 | |
| Okta Cl A (OKTA) | 0.4 | $24M | 193k | 123.51 | |
| Synopsys (SNPS) | 0.4 | $24M | 185k | 128.69 | |
| Zillow Group Cl C Cap Stk (Z) | 0.4 | $23M | 505k | 46.39 | |
| Uber Technologies (UBER) | 0.4 | $23M | 500k | 46.38 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $22M | 190k | 118.04 | |
| Monster Beverage Corp (MNST) | 0.4 | $22M | 350k | 63.83 | |
| Square Cl A (SQ) | 0.2 | $14M | 195k | 72.53 | |
| Match | 0.2 | $14M | 200k | 67.27 | |
| salesforce (CRM) | 0.1 | $8.3M | 55k | 151.73 | |
| Arista Networks (ANET) | 0.1 | $7.8M | 30k | 259.63 | |
| Zendesk | 0.1 | $7.1M | 80k | 89.03 | |
| Cyberark Software SHS (CYBR) | 0.1 | $6.4M | 50k | 127.84 | |
| Moderna (MRNA) | 0.1 | $5.1M | 350k | 14.64 | |
| Slack Technologies Com Cl A | 0.1 | $3.8M | 100k | 37.50 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.7M | 40k | 68.30 |
