Hitchwood Capital Management as of Sept. 30, 2021
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 63 positions in its portfolio as reported in the September 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) | 10.4 | $361M | 842k | 429.14 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 7.0 | $242M | 675k | 357.96 | |
| Amazon (AMZN) | 5.8 | $200M | 61k | 3285.03 | |
| Hubspot (HUBS) | 3.9 | $135M | 200k | 676.09 | |
| Align Technology (ALGN) | 3.8 | $133M | 200k | 665.43 | |
| Snap Cl A (SNAP) | 3.8 | $133M | 1.8M | 73.87 | |
| Square Cl A (SQ) | 3.8 | $132M | 550k | 239.84 | |
| Sea Sponsord Ads (SE) | 3.5 | $123M | 385k | 318.73 | |
| MercadoLibre (MELI) | 2.8 | $97M | 58k | 1679.41 | |
| Netflix (NFLX) | 2.5 | $85M | 140k | 610.34 | |
| Tesla Motors (TSLA) | 2.5 | $85M | 110k | 775.48 | |
| Peloton Interactive Cl A Com (PTON) | 2.4 | $83M | 950k | 87.05 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.2 | $76M | 640k | 119.13 | |
| Bill Com Holdings Ord (BILL) | 2.2 | $75M | 280k | 266.95 | |
| Facebook Cl A (META) | 2.1 | $71M | 210k | 339.39 | |
| Shopify Cl A (SHOP) | 2.0 | $71M | 52k | 1355.79 | |
| Microsoft Corporation (MSFT) | 2.0 | $71M | 250k | 281.92 | |
| Paypal Holdings (PYPL) | 1.9 | $65M | 250k | 260.21 | |
| Doordash Cl A (DASH) | 1.8 | $62M | 300k | 205.98 | |
| salesforce (CRM) | 1.7 | $58M | 215k | 271.22 | |
| Cloudflare Cl A Com (NET) | 1.6 | $56M | 500k | 112.65 | |
| Roblox Corp Cl A (RBLX) | 1.6 | $54M | 720k | 75.55 | |
| Zillow Group Cl C Cap Stk (Z) | 1.5 | $52M | 595k | 88.14 | |
| Motorola Solutions Com New (MSI) | 1.5 | $52M | 226k | 232.32 | |
| Airbnb Com Cl A (ABNB) | 1.5 | $50M | 300k | 167.75 | |
| Paycom Software (PAYC) | 1.4 | $47M | 95k | 495.75 | |
| Spotify Technology S A SHS (SPOT) | 1.3 | $45M | 200k | 225.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $44M | 180k | 245.78 | |
| Applovin Corp Com Cl A (APP) | 1.2 | $41M | 570k | 72.37 | |
| Teladoc (TDOC) | 1.2 | $41M | 320k | 126.81 | |
| Guardant Health (GH) | 1.2 | $40M | 320k | 125.01 | |
| Roku Com Cl A (ROKU) | 1.1 | $39M | 125k | 313.35 | |
| Twilio Cl A (TWLO) | 1.1 | $38M | 120k | 319.05 | |
| Etsy (ETSY) | 1.1 | $37M | 180k | 207.96 | |
| Rh (RH) | 1.1 | $37M | 55k | 666.91 | |
| Unity Software (U) | 1.1 | $37M | 290k | 126.25 | |
| Match Group (MTCH) | 0.9 | $32M | 203k | 156.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $29M | 11k | 2673.55 | |
| Datadog Cl A Com (DDOG) | 0.8 | $29M | 205k | 141.35 | |
| Procore Technologies (PCOR) | 0.8 | $29M | 320k | 89.34 | |
| Dex (DXCM) | 0.7 | $25M | 45k | 546.87 | |
| Okta Cl A (OKTA) | 0.7 | $24M | 100k | 237.34 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.6 | $20M | 300k | 66.17 | |
| Digitalocean Hldgs (DOCN) | 0.6 | $19M | 250k | 77.63 | |
| Docusign (DOCU) | 0.6 | $19M | 75k | 257.43 | |
| Fastly Cl A (FSLY) | 0.5 | $18M | 440k | 40.44 | |
| Caredx (CDNA) | 0.5 | $16M | 250k | 63.37 | |
| Global E Online SHS (GLBE) | 0.4 | $15M | 215k | 71.80 | |
| Coupa Software | 0.4 | $15M | 70k | 219.19 | |
| Carvana Cl A (CVNA) | 0.4 | $15M | 50k | 301.54 | |
| Stitch Fix Com Cl A (SFIX) | 0.4 | $15M | 375k | 39.95 | |
| Autodesk (ADSK) | 0.4 | $14M | 50k | 285.18 | |
| Bentley Sys Com Cl B (BSY) | 0.3 | $9.1M | 150k | 60.64 | |
| Realreal (REAL) | 0.2 | $8.6M | 650k | 13.18 | |
| Engagesmart Common Stock | 0.2 | $8.5M | 251k | 34.06 | |
| Dlocal Class A Com (DLO) | 0.2 | $7.5M | 138k | 54.56 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $6.8M | 30k | 227.47 | |
| Chegg (CHGG) | 0.2 | $6.8M | 100k | 68.02 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $3.7M | 200k | 18.59 | |
| Snowflake Cl A (SNOW) | 0.1 | $3.0M | 10k | 302.40 | |
| Nio Spon Ads (NIO) | 0.1 | $1.8M | 50k | 35.64 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.0 | $1.5M | 40k | 37.48 | |
| Lemonade (LMND) | 0.0 | $1.3M | 20k | 67.00 |
