Hitchwood Capital Management

Hitchwood Capital Management as of June 30, 2021

Portfolio Holdings for Hitchwood Capital Management

Hitchwood Capital Management holds 66 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 24.8 $1.4B 3.2M 428.06
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 21.0 $1.1B 3.2M 354.43
Amazon (AMZN) 3.8 $210M 61k 3440.16
Square Cl A (SQ) 2.5 $134M 550k 243.80
Snap Cl A (SNAP) 2.2 $123M 1.8M 68.14
Align Technology (ALGN) 2.2 $122M 200k 611.00
Peloton Interactive Cl A Com (PTON) 2.2 $118M 950k 124.02
Hubspot (HUBS) 2.1 $117M 200k 582.72
Facebook Cl A (META) 1.9 $106M 305k 347.71
Sea Sponsord Ads (SE) 1.9 $106M 385k 274.60
MercadoLibre (MELI) 1.6 $90M 58k 1557.79
Tesla Motors (TSLA) 1.4 $75M 110k 679.70
Netflix (NFLX) 1.4 $74M 140k 528.21
Shopify Cl A (SHOP) 1.3 $73M 50k 1460.98
Paypal Holdings (PYPL) 1.3 $73M 250k 291.48
Zillow Group Cl C Cap Stk (Z) 1.3 $73M 595k 122.22
Microsoft Corporation (MSFT) 1.2 $68M 250k 270.90
Applied Materials (AMAT) 1.2 $64M 450k 142.40
Farfetch Ord Sh Cl A (FTCHQ) 1.1 $58M 1.2M 50.36
Roku Com Cl A (ROKU) 1.1 $57M 125k 459.25
Spotify Technology S A SHS (SPOT) 1.0 $55M 200k 275.59
Airbnb Com Cl A (ABNB) 1.0 $54M 350k 153.14
Teladoc (TDOC) 1.0 $53M 320k 166.29
Cloudflare Cl A Com (NET) 1.0 $53M 500k 105.84
Bill Com Holdings Ord (BILL) 0.9 $51M 280k 183.18
Twilio Cl A (TWLO) 0.9 $47M 120k 394.16
Coinbase Global Com Cl A (COIN) 0.9 $47M 185k 253.30
Crowdstrike Hldgs Cl A (CRWD) 0.8 $45M 180k 251.31
Doordash Cl A (DASH) 0.8 $43M 240k 178.33
Autodesk (ADSK) 0.7 $41M 140k 291.90
Guardant Health (GH) 0.7 $40M 320k 124.19
Bilibili Spons Ads Rep Z (BILI) 0.7 $37M 300k 121.84
Coupa Software 0.6 $33M 125k 262.11
Match Group (MTCH) 0.6 $33M 203k 161.25
Carvana Cl A (CVNA) 0.6 $32M 105k 301.82
Boeing Company (BA) 0.6 $31M 130k 239.56
Charter Communications Inc N Cl A (CHTR) 0.6 $31M 43k 721.44
Paycom Software (PAYC) 0.6 $31M 85k 363.47
Take-Two Interactive Software (TTWO) 0.6 $30M 170k 177.02
CVS Caremark Corporation (CVS) 0.6 $30M 360k 83.44
Alphabet Cap Stk Cl A (GOOGL) 0.5 $27M 11k 2441.82
Fastly Cl A (FSLY) 0.5 $26M 440k 59.60
Chegg (CHGG) 0.5 $25M 300k 83.11
Metropcs Communications (TMUS) 0.5 $25M 170k 144.83
Okta Cl A (OKTA) 0.4 $25M 100k 244.68
Stoneco Com Cl A (STNE) 0.4 $24M 350k 67.06
Caredx (CDNA) 0.4 $23M 250k 91.52
Stitch Fix Com Cl A (SFIX) 0.4 $23M 375k 60.30
Docusign (DOCU) 0.4 $21M 75k 279.57
Axalta Coating Sys (AXTA) 0.4 $21M 675k 30.49
Alliance Data Systems Corporation (BFH) 0.3 $18M 176k 104.19
Roblox Corp Cl A (RBLX) 0.3 $18M 200k 89.98
Activision Blizzard 0.3 $16M 170k 95.44
Lemonade (LMND) 0.3 $16M 145k 109.41
Applovin Corp Com Cl A (APP) 0.3 $15M 200k 75.17
Futu Hldgs Spon Ads Cl A (FUTU) 0.2 $13M 75k 179.09
Realreal (REAL) 0.2 $13M 650k 19.76
Boston Beer Cl A (SAM) 0.2 $12M 12k 1020.81
Bentley Sys Com Cl B (BSY) 0.2 $9.7M 150k 64.78
Fiverr Intl Ord Shs (FVRR) 0.2 $8.5M 35k 242.49
Unity Software (U) 0.1 $7.7M 70k 109.83
Jumia Technologies Sponsored Ads (JMIA) 0.1 $6.1M 200k 30.33
Wells Fargo & Company (WFC) 0.1 $5.0M 110k 45.29
General Electric Company 0.1 $4.8M 355k 13.46
Nio Spon Ads (NIO) 0.0 $2.7M 50k 53.20
Snowflake Cl A (SNOW) 0.0 $2.4M 10k 241.80