Hitchwood Capital Management as of March 31, 2021
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 61 positions in its portfolio as reported in the March 2021 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) | 36.0 | $1.6B | 5.0M | 319.13 | |
| Amazon (AMZN) | 4.3 | $189M | 61k | 3094.08 | |
| Square Cl A (SQ) | 2.8 | $125M | 550k | 227.05 | |
| Align Technology (ALGN) | 2.5 | $108M | 200k | 541.53 | |
| Peloton Interactive Cl A Com (PTON) | 2.4 | $107M | 950k | 112.44 | |
| Microsoft Corporation (MSFT) | 2.4 | $106M | 450k | 235.77 | |
| Snap Cl A (SNAP) | 2.1 | $94M | 1.8M | 52.29 | |
| Hubspot (HUBS) | 2.1 | $91M | 200k | 454.21 | |
| Netflix (NFLX) | 2.0 | $89M | 170k | 521.66 | |
| Sea Sponsord Ads (SE) | 2.0 | $86M | 385k | 223.23 | |
| MercadoLibre (MELI) | 1.9 | $85M | 58k | 1472.14 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $80M | 615k | 129.64 | |
| Tesla Motors (TSLA) | 1.7 | $74M | 110k | 667.93 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $69M | 195k | 356.05 | |
| Walt Disney Company (DIS) | 1.5 | $66M | 360k | 184.52 | |
| Airbnb Com Cl A (ABNB) | 1.5 | $66M | 350k | 187.94 | |
| Facebook Cl A (META) | 1.4 | $63M | 215k | 294.53 | |
| Paypal Holdings (PYPL) | 1.4 | $61M | 250k | 242.84 | |
| Applied Materials (AMAT) | 1.4 | $60M | 450k | 133.60 | |
| Booking Holdings (BKNG) | 1.3 | $58M | 25k | 2329.84 | |
| Teladoc (TDOC) | 1.3 | $58M | 320k | 181.75 | |
| Spotify Technology S A SHS (SPOT) | 1.3 | $56M | 210k | 267.95 | |
| Shopify Cl A (SHOP) | 1.3 | $55M | 50k | 1106.50 | |
| General Electric Company | 1.2 | $53M | 4.0M | 13.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $52M | 25k | 2062.52 | |
| Boeing Company (BA) | 1.2 | $51M | 200k | 254.72 | |
| Twilio Cl A (TWLO) | 1.1 | $49M | 145k | 340.76 | |
| Guardant Health (GH) | 1.1 | $49M | 320k | 152.65 | |
| Live Nation Entertainment (LYV) | 1.0 | $42M | 500k | 84.65 | |
| Match Group (MTCH) | 0.9 | $41M | 300k | 137.38 | |
| Cme (CME) | 0.9 | $41M | 200k | 204.23 | |
| Bill Com Holdings Ord (BILL) | 0.9 | $41M | 280k | 145.50 | |
| Roku Com Cl A (ROKU) | 0.9 | $41M | 125k | 325.77 | |
| Anthem (ELV) | 0.9 | $40M | 110k | 358.95 | |
| Cloudflare Cl A Com (NET) | 0.8 | $35M | 500k | 70.26 | |
| Uber Technologies (UBER) | 0.8 | $34M | 630k | 54.51 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $33M | 180k | 182.51 | |
| Synchrony Financial (SYF) | 0.7 | $33M | 800k | 40.66 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.7 | $32M | 300k | 107.06 | |
| Fastly Cl A (FSLY) | 0.7 | $30M | 440k | 67.28 | |
| Docusign (DOCU) | 0.6 | $24M | 120k | 202.45 | |
| Okta Cl A (OKTA) | 0.5 | $22M | 100k | 220.43 | |
| Gap (GAP) | 0.5 | $21M | 700k | 29.78 | |
| Lyft Cl A Com (LYFT) | 0.5 | $21M | 325k | 63.18 | |
| Stitch Fix Com Cl A (SFIX) | 0.4 | $19M | 375k | 49.54 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $18M | 60k | 290.85 | |
| Caredx (CDNA) | 0.4 | $17M | 250k | 68.09 | |
| Autodesk (ADSK) | 0.4 | $17M | 60k | 277.15 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $16M | 250k | 65.00 | |
| Invitae (NVTAQ) | 0.3 | $15M | 400k | 38.21 | |
| Realreal (REAL) | 0.3 | $15M | 650k | 22.63 | |
| Carvana Cl A (CVNA) | 0.3 | $13M | 49k | 262.41 | |
| Alliance Data Systems Corporation (BFH) | 0.3 | $12M | 110k | 112.09 | |
| Intellia Therapeutics (NTLA) | 0.3 | $12M | 150k | 80.25 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.2 | $7.1M | 200k | 35.46 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $5.0M | 106k | 46.93 | |
| Lemonade (LMND) | 0.1 | $4.7M | 50k | 93.14 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $3.2M | 50k | 64.84 | |
| Snowflake Cl A (SNOW) | 0.1 | $2.3M | 10k | 229.30 | |
| Nio Spon Ads (NIO) | 0.0 | $1.9M | 50k | 38.98 | |
| Tripadvisor (TRIP) | 0.0 | $1.3M | 25k | 53.80 |
