Hitchwood Capital Management as of Dec. 31, 2020
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 60 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 37.5 | $2.2B | 7.0M | 313.74 | |
| Ishares Tr Iboxx Inv Cp Etf Put Option (LQD) | 8.5 | $497M | 3.6M | 138.13 | |
| Amazon (AMZN) | 3.4 | $199M | 61k | 3256.93 | |
| Peloton Interactive Cl A Com (PTON) | 2.5 | $144M | 950k | 151.72 | |
| Square Cl A (SQ) | 2.1 | $125M | 575k | 217.64 | |
| Netflix (NFLX) | 2.0 | $118M | 218k | 540.73 | |
| MercadoLibre (MELI) | 1.9 | $109M | 65k | 1675.22 | |
| Align Technology (ALGN) | 1.8 | $107M | 200k | 534.38 | |
| Tesla Motors (TSLA) | 1.8 | $106M | 150k | 705.67 | |
| Facebook Cl A (META) | 1.8 | $103M | 375k | 273.16 | |
| Paypal Holdings (PYPL) | 1.7 | $100M | 425k | 234.20 | |
| Hubspot (HUBS) | 1.6 | $93M | 235k | 396.44 | |
| Snap Cl A (SNAP) | 1.5 | $90M | 1.8M | 50.07 | |
| Zillow Group Cl C Cap Stk (Z) | 1.5 | $88M | 680k | 129.80 | |
| Sea Sponsord Ads (SE) | 1.3 | $77M | 387k | 199.05 | |
| Shopify Cl A (SHOP) | 1.3 | $77M | 68k | 1131.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $77M | 44k | 1752.65 | |
| Roku Com Cl A (ROKU) | 1.3 | $74M | 224k | 332.02 | |
| Docusign (DOCU) | 1.1 | $67M | 300k | 222.30 | |
| Sherwin-Williams Company (SHW) | 1.1 | $66M | 90k | 734.91 | |
| Spotify Technology S A SHS (SPOT) | 1.1 | $66M | 210k | 314.66 | |
| Teladoc (TDOC) | 1.1 | $65M | 326k | 199.96 | |
| Booking Holdings (BKNG) | 1.0 | $60M | 27k | 2227.26 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $59M | 255k | 232.73 | |
| Twilio Cl A (TWLO) | 1.0 | $59M | 175k | 338.50 | |
| Uber Technologies (UBER) | 1.0 | $56M | 1.1M | 51.00 | |
| Coupa Software | 0.9 | $55M | 161k | 338.91 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $51M | 350k | 146.80 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $50M | 234k | 211.82 | |
| Match Group (MTCH) | 0.8 | $45M | 300k | 151.19 | |
| Guardant Health (GH) | 0.8 | $45M | 350k | 128.88 | |
| Activision Blizzard | 0.7 | $41M | 440k | 92.85 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $40M | 290k | 136.50 | |
| Datadog Cl A Com (DDOG) | 0.7 | $39M | 400k | 98.44 | |
| Fastly Cl A (FSLY) | 0.7 | $38M | 440k | 87.37 | |
| Walt Disney Company (DIS) | 0.7 | $38M | 210k | 181.18 | |
| Cloudflare Cl A Com (NET) | 0.6 | $38M | 500k | 75.99 | |
| Illumina (ILMN) | 0.6 | $37M | 100k | 370.00 | |
| Advanced Micro Devices (AMD) | 0.6 | $37M | 400k | 91.71 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $36M | 175k | 207.79 | |
| Okta Cl A (OKTA) | 0.6 | $34M | 135k | 254.26 | |
| Pinduoduo Sponsored Ads (PDD) | 0.5 | $32M | 180k | 177.67 | |
| Stitch Fix Com Cl A (SFIX) | 0.5 | $29M | 500k | 58.72 | |
| Zoom Video Communications In Cl A (ZM) | 0.5 | $28M | 82k | 337.32 | |
| Lemonade (LMND) | 0.5 | $28M | 225k | 122.50 | |
| Lightspeed Pos Sub Vtg Shs | 0.4 | $25M | 350k | 70.54 | |
| Luminar Technologies Com Cl A (LAZR) | 0.4 | $24M | 700k | 34.00 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.4 | $23M | 400k | 56.88 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.4 | $22M | 550k | 40.35 | |
| Invitae (NVTAQ) | 0.3 | $19M | 450k | 41.81 | |
| Caredx (CDNA) | 0.3 | $18M | 250k | 72.45 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $18M | 50k | 356.94 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.3 | $17M | 200k | 85.72 | |
| Tpg Pace Ben Fin Corp Cl A Com | 0.3 | $16M | 600k | 25.87 | |
| NVIDIA Corporation (NVDA) | 0.2 | $13M | 25k | 522.20 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.2 | $12M | 75k | 153.11 | |
| Realreal (REAL) | 0.2 | $9.8M | 500k | 19.54 | |
| Intellia Therapeutics (NTLA) | 0.1 | $8.2M | 150k | 54.40 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.1 | $4.8M | 100k | 47.64 | |
| Snowflake Cl A (SNOW) | 0.0 | $2.8M | 10k | 281.40 |
