Hitchwood Capital Management as of Sept. 30, 2020
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 45 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 21.7 | $821M | 5.0M | 163.26 | |
| Amazon (AMZN) | 7.3 | $277M | 88k | 3148.73 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 6.6 | $249M | 895k | 277.84 | |
| Tesla Motors (TSLA) | 4.3 | $161M | 375k | 429.01 | |
| Peloton Interactive Cl A Com (PTON) | 3.8 | $144M | 1.5M | 99.24 | |
| Netflix (NFLX) | 3.6 | $136M | 272k | 500.03 | |
| Facebook Cl A (META) | 2.9 | $111M | 425k | 261.90 | |
| Livongo Health | 2.6 | $98M | 700k | 140.05 | |
| Square Cl A (SQ) | 2.5 | $94M | 575k | 162.55 | |
| Sea Sponsord Ads (SE) | 2.4 | $92M | 595k | 154.04 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $89M | 650k | 137.32 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $88M | 300k | 293.98 | |
| Paypal Holdings (PYPL) | 2.2 | $84M | 425k | 197.03 | |
| Sherwin-Williams Company (SHW) | 2.2 | $82M | 118k | 696.74 | |
| Coupa Software | 2.1 | $80M | 290k | 274.24 | |
| MercadoLibre (MELI) | 1.9 | $70M | 65k | 1082.48 | |
| Hubspot (HUBS) | 1.8 | $69M | 237k | 292.23 | |
| Roku Com Cl A (ROKU) | 1.8 | $67M | 355k | 188.80 | |
| Align Technology (ALGN) | 1.7 | $66M | 200k | 327.36 | |
| Docusign (DOCU) | 1.7 | $65M | 300k | 215.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $64M | 44k | 1465.59 | |
| Zillow Group Cl C Cap Stk (Z) | 1.7 | $64M | 625k | 101.59 | |
| Activision Blizzard | 1.7 | $63M | 780k | 80.95 | |
| Zoom Video Communications In Cl A (ZM) | 1.5 | $57M | 121k | 470.11 | |
| Spotify Technology S A SHS (SPOT) | 1.3 | $51M | 210k | 242.57 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $44M | 130k | 338.17 | |
| Synopsys (SNPS) | 1.1 | $43M | 200k | 213.98 | |
| Twilio Cl A (TWLO) | 1.0 | $40M | 160k | 247.09 | |
| Snap Cl A (SNAP) | 1.0 | $39M | 1.5M | 26.11 | |
| Shopify Cl A (SHOP) | 0.9 | $36M | 35k | 1022.97 | |
| Guardant Health (GH) | 0.9 | $34M | 300k | 111.78 | |
| Match Group (MTCH) | 0.9 | $33M | 300k | 110.65 | |
| Advanced Micro Devices (AMD) | 0.9 | $33M | 400k | 81.99 | |
| Okta Cl A (OKTA) | 0.8 | $32M | 150k | 213.85 | |
| Illumina (ILMN) | 0.8 | $31M | 100k | 309.08 | |
| Take-Two Interactive Software (TTWO) | 0.8 | $29M | 175k | 165.22 | |
| Etsy (ETSY) | 0.6 | $24M | 200k | 121.63 | |
| Bill Com Holdings Ord (BILL) | 0.6 | $22M | 220k | 100.31 | |
| Fiverr Intl Ord Shs (FVRR) | 0.6 | $21M | 150k | 138.98 | |
| Fastly Cl A (FSLY) | 0.5 | $21M | 220k | 93.68 | |
| Cloudflare Cl A Com (NET) | 0.5 | $21M | 500k | 41.06 | |
| Invitae (NVTAQ) | 0.5 | $20M | 450k | 43.35 | |
| NVIDIA Corporation (NVDA) | 0.4 | $14M | 25k | 541.24 | |
| Uber Technologies (UBER) | 0.1 | $3.6M | 100k | 36.48 | |
| Snowflake Cl A (SNOW) | 0.1 | $2.5M | 10k | 251.00 |
