Hitchwood Capital Management as of March 31, 2020
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.6 | $166M | 85k | 1949.72 | |
| Netflix (NFLX) | 9.0 | $110M | 292k | 375.50 | |
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $72M | 62k | 1161.95 | |
| Facebook Inc cl a (META) | 5.9 | $72M | 430k | 166.80 | |
| Alibaba Group Holding (BABA) | 5.7 | $69M | 355k | 194.48 | |
| Microsoft Corporation (MSFT) | 5.2 | $63M | 400k | 157.71 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.8 | $46M | 106k | 436.31 | |
| Sherwin-Williams Company (SHW) | 3.6 | $44M | 95k | 459.52 | |
| MasterCard Incorporated (MA) | 3.4 | $42M | 174k | 241.56 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.4 | $42M | 750k | 55.68 | |
| Coupa Software | 3.3 | $41M | 290k | 139.73 | |
| Activision Blizzard | 3.1 | $38M | 640k | 59.48 | |
| Tesla Motors (TSLA) | 3.0 | $37M | 70k | 524.00 | |
| Illumina (ILMN) | 2.6 | $31M | 115k | 273.12 | |
| MercadoLibre (MELI) | 2.4 | $29M | 60k | 488.58 | |
| Apple (AAPL) | 2.2 | $27M | 105k | 254.29 | |
| Hubspot (HUBS) | 2.2 | $27M | 200k | 133.19 | |
| Synopsys (SNPS) | 2.1 | $26M | 200k | 128.79 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.1 | $26M | 575k | 44.31 | |
| Berkshire Hathaway (BRK.B) | 2.0 | $25M | 134k | 182.83 | |
| Take-Two Interactive Software (TTWO) | 1.7 | $21M | 175k | 118.61 | |
| Anthem (ELV) | 1.6 | $19M | 85k | 227.04 | |
| Smartsheet (SMAR) | 1.6 | $19M | 460k | 41.51 | |
| Applied Materials (AMAT) | 1.5 | $19M | 409k | 45.82 | |
| Zoom Video Communications In cl a (ZM) | 1.5 | $18M | 121k | 146.12 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $14M | 44k | 318.25 | |
| Copart (CPRT) | 1.1 | $13M | 191k | 68.52 | |
| Align Technology (ALGN) | 0.9 | $10M | 60k | 173.95 | |
| Edwards Lifesciences (EW) | 0.9 | $10M | 55k | 188.62 | |
| Square Inc cl a (SQ) | 0.8 | $10M | 195k | 52.38 | |
| Guardant Health (GH) | 0.7 | $9.0M | 130k | 69.60 | |
| NVIDIA Corporation (NVDA) | 0.7 | $8.7M | 33k | 263.61 | |
| Autodesk (ADSK) | 0.6 | $7.8M | 50k | 156.10 | |
| Network Associates Inc cl a (NET) | 0.5 | $5.9M | 250k | 23.48 | |
| Uber Technologies (UBER) | 0.3 | $4.2M | 150k | 27.92 |
