Hitchwood Capital Management as of Sept. 30, 2019
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 44 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 9.9 | $216M | 727k | 296.77 | |
| Invesco Qqq Trust Series 1 (QQQ) | 7.6 | $166M | 880k | 188.81 | |
| Chipotle Mexican Grill (CMG) | 4.9 | $106M | 127k | 840.47 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.6 | $100M | 1.4M | 71.14 | |
| Coupa Software | 4.5 | $99M | 760k | 129.57 | |
| Fiserv (FI) | 4.3 | $93M | 900k | 103.59 | |
| Sherwin-Williams Company (SHW) | 4.0 | $86M | 157k | 549.87 | |
| Hilton Worldwide Holdings (HLT) | 3.4 | $75M | 800k | 93.11 | |
| Servicenow (NOW) | 3.3 | $72M | 285k | 253.85 | |
| Snap Inc cl a (SNAP) | 3.0 | $66M | 4.2M | 15.80 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $61M | 50k | 1221.14 | |
| MercadoLibre (MELI) | 2.7 | $60M | 109k | 551.23 | |
| Alibaba Group Holding (BABA) | 2.7 | $59M | 350k | 167.23 | |
| Applied Materials (AMAT) | 2.5 | $55M | 1.1M | 49.90 | |
| Facebook Inc cl a (META) | 2.5 | $53M | 300k | 178.08 | |
| Illumina (ILMN) | 2.4 | $52M | 170k | 304.22 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.2 | $49M | 1.6M | 30.95 | |
| Lululemon Athletica (LULU) | 2.2 | $48M | 250k | 192.53 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $47M | 90k | 520.67 | |
| Edwards Lifesciences (EW) | 2.0 | $44M | 201k | 219.91 | |
| Shopify Inc cl a (SHOP) | 2.0 | $44M | 140k | 311.66 | |
| Global Payments (GPN) | 1.8 | $40M | 250k | 159.00 | |
| Anaplan | 1.7 | $38M | 800k | 47.00 | |
| Avalara | 1.7 | $37M | 555k | 67.29 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.7 | $37M | 800k | 46.31 | |
| Fidelity National Information Services (FIS) | 1.7 | $37M | 275k | 132.76 | |
| Match | 1.6 | $35M | 491k | 71.44 | |
| Carvana Co cl a (CVNA) | 1.5 | $33M | 502k | 66.00 | |
| Chegg (CHGG) | 1.4 | $30M | 1.0M | 29.95 | |
| Autodesk (ADSK) | 1.3 | $28M | 190k | 147.70 | |
| Amazon (AMZN) | 1.2 | $26M | 15k | 1735.93 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.2 | $26M | 62k | 412.12 | |
| Guardant Health (GH) | 1.2 | $26M | 400k | 63.83 | |
| Paypal Holdings (PYPL) | 1.1 | $23M | 225k | 103.59 | |
| Synopsys (SNPS) | 0.9 | $21M | 150k | 137.25 | |
| Pure Storage Inc - Class A (PSTG) | 0.7 | $15M | 870k | 16.94 | |
| Smartsheet (SMAR) | 0.7 | $14M | 400k | 36.03 | |
| Alteryx | 0.6 | $13M | 125k | 107.43 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $13M | 145k | 90.37 | |
| Square Inc cl a (SQ) | 0.6 | $12M | 195k | 61.95 | |
| Workday Inc cl a (WDAY) | 0.5 | $11M | 62k | 169.96 | |
| salesforce (CRM) | 0.4 | $8.2M | 55k | 148.44 | |
| Frontdoor (FTDR) | 0.3 | $7.5M | 155k | 48.57 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.5M | 36k | 98.45 |
