Hitchwood Capital Management as of June 30, 2020
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 41 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.4 | $243M | 88k | 2758.82 | |
| Netflix (NFLX) | 6.5 | $140M | 307k | 455.04 | |
| Facebook Cl A (META) | 4.2 | $89M | 392k | 227.07 | |
| Tesla Motors (TSLA) | 3.8 | $81M | 75k | 1079.81 | |
| Coupa Software | 3.8 | $80M | 290k | 277.04 | |
| Peloton Interactive Cl A Com (PTON) | 3.5 | $75M | 1.3M | 57.77 | |
| Paypal Holdings (PYPL) | 3.5 | $74M | 425k | 174.23 | |
| Spotify Technology S A SHS (SPOT) | 3.2 | $68M | 265k | 258.19 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.1 | $65M | 650k | 100.29 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $65M | 300k | 215.70 | |
| MercadoLibre (MELI) | 3.0 | $64M | 65k | 985.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $62M | 44k | 1418.06 | |
| Sea Sponsored Ads (SE) | 2.9 | $62M | 575k | 107.24 | |
| Sherwin-Williams Company (SHW) | 2.8 | $61M | 105k | 577.85 | |
| Square Cl A (SQ) | 2.8 | $60M | 575k | 104.94 | |
| Charter Communications Inc N Cl A (CHTR) | 2.7 | $59M | 115k | 510.04 | |
| Hubspot (HUBS) | 2.6 | $56M | 250k | 224.35 | |
| Snap Cl A (SNAP) | 2.6 | $55M | 2.3M | 23.49 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $53M | 315k | 167.37 | |
| Livongo Health | 2.5 | $53M | 700k | 75.19 | |
| Paycom Software (PAYC) | 2.2 | $47M | 150k | 309.73 | |
| Activision Blizzard | 2.1 | $46M | 600k | 75.90 | |
| Align Technology (ALGN) | 2.1 | $45M | 165k | 274.44 | |
| Synopsys (SNPS) | 1.8 | $39M | 200k | 195.00 | |
| Uber Technologies (UBER) | 1.8 | $39M | 1.3M | 31.08 | |
| Twilio Cl A (TWLO) | 1.7 | $37M | 170k | 219.42 | |
| Illumina (ILMN) | 1.7 | $37M | 100k | 370.35 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $36M | 120k | 295.70 | |
| Zoom Video Communications In Cl A (ZM) | 1.4 | $31M | 121k | 253.54 | |
| Chegg (CHGG) | 1.4 | $30M | 450k | 67.26 | |
| Take-Two Interactive Software (TTWO) | 1.3 | $27M | 195k | 139.57 | |
| Guardant Health (GH) | 1.0 | $22M | 275k | 81.13 | |
| Docusign (DOCU) | 1.0 | $21M | 120k | 172.21 | |
| Okta Cl A (OKTA) | 0.9 | $20M | 100k | 200.23 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $18M | 40k | 442.05 | |
| Roku Com Cl A (ROKU) | 0.8 | $18M | 150k | 116.53 | |
| Everbridge, Inc. Cmn (EVBG) | 0.8 | $17M | 125k | 138.36 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $16M | 175k | 90.21 | |
| Cloudflare Cl A Com (NET) | 0.5 | $11M | 300k | 35.95 | |
| NVIDIA Corporation (NVDA) | 0.4 | $9.5M | 25k | 379.92 | |
| Angi Homeservices Com Cl A (ANGI) | 0.4 | $8.5M | 700k | 12.15 |
