Hitchwood Capital Management as of Dec. 31, 2019
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 48 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 24.9 | $1.0B | 3.2M | 321.86 | |
| Invesco Qqq Trust Series 1 (QQQ) | 19.8 | $829M | 3.9M | 212.61 | |
| Berkshire Hathaway (BRK.B) | 4.0 | $170M | 750k | 226.50 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $114M | 85k | 1339.39 | |
| Amazon (AMZN) | 2.6 | $111M | 60k | 1847.83 | |
| Facebook Inc cl a (META) | 2.5 | $105M | 510k | 205.25 | |
| Alibaba Group Holding (BABA) | 2.0 | $85M | 400k | 212.10 | |
| Fiserv (FI) | 2.0 | $84M | 729k | 115.63 | |
| Hilton Worldwide Holdings (HLT) | 2.0 | $84M | 760k | 110.91 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $77M | 91k | 837.10 | |
| Applied Materials (AMAT) | 1.6 | $67M | 1.1M | 61.04 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $66M | 200k | 329.81 | |
| Netflix (NFLX) | 1.5 | $65M | 200k | 323.57 | |
| Sherwin-Williams Company (SHW) | 1.5 | $64M | 110k | 583.54 | |
| Coupa Software | 1.5 | $61M | 419k | 146.25 | |
| Comcast Corporation (CMCSA) | 1.4 | $61M | 1.4M | 44.97 | |
| Snap Inc cl a (SNAP) | 1.3 | $56M | 3.4M | 16.33 | |
| Shopify Inc cl a (SHOP) | 1.3 | $56M | 140k | 397.58 | |
| Illumina (ILMN) | 1.3 | $55M | 165k | 331.74 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $50M | 90k | 560.00 | |
| Starbucks Corporation (SBUX) | 1.2 | $49M | 560k | 87.92 | |
| MercadoLibre (MELI) | 1.2 | $49M | 85k | 571.94 | |
| General Electric Company | 1.1 | $47M | 4.2M | 11.16 | |
| Global Payments (GPN) | 1.1 | $45M | 245k | 182.56 | |
| Fidelity National Information Services (FIS) | 1.1 | $44M | 315k | 139.09 | |
| Autodesk (ADSK) | 1.0 | $43M | 235k | 183.46 | |
| Align Technology (ALGN) | 1.0 | $43M | 155k | 279.04 | |
| Lululemon Athletica (LULU) | 1.0 | $43M | 184k | 231.67 | |
| Servicenow (NOW) | 1.0 | $42M | 150k | 282.32 | |
| Tesla Motors (TSLA) | 1.0 | $42M | 100k | 418.33 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.0 | $41M | 645k | 63.77 | |
| Synopsys (SNPS) | 0.9 | $40M | 285k | 139.20 | |
| Chegg (CHGG) | 0.9 | $38M | 1.0M | 37.91 | |
| Microsoft Corporation (MSFT) | 0.9 | $36M | 230k | 157.70 | |
| Zendesk | 0.8 | $34M | 440k | 76.63 | |
| Activision Blizzard | 0.7 | $29M | 490k | 59.42 | |
| Boeing Company (BA) | 0.6 | $24M | 75k | 325.76 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.6 | $24M | 600k | 40.22 | |
| Uber Technologies (UBER) | 0.6 | $24M | 800k | 29.74 | |
| Envista Hldgs Corp (NVST) | 0.6 | $24M | 800k | 29.64 | |
| Zoom Video Communications In cl a (ZM) | 0.5 | $23M | 330k | 68.04 | |
| SPDR Gold Trust (GLD) | 0.5 | $21M | 150k | 142.90 | |
| Anaplan | 0.5 | $19M | 361k | 52.40 | |
| Carvana Co cl a (CVNA) | 0.4 | $18M | 200k | 92.05 | |
| Guardant Health (GH) | 0.4 | $18M | 230k | 78.14 | |
| Square Inc cl a (SQ) | 0.3 | $13M | 200k | 62.56 | |
| salesforce (CRM) | 0.2 | $8.9M | 55k | 162.64 | |
| Frontdoor (FTDR) | 0.2 | $7.8M | 166k | 47.42 |
