Hitchwood Capital Management as of Dec. 31, 2021
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 54 positions in its portfolio as reported in the December 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) | 20.6 | $608M | 1.5M | 397.85 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 7.1 | $209M | 440k | 474.96 | |
| Amazon (AMZN) | 5.4 | $160M | 48k | 3334.33 | |
| Meta Platforms Cl A (META) | 4.4 | $131M | 390k | 336.35 | |
| Tesla Motors (TSLA) | 3.9 | $116M | 110k | 1056.78 | |
| salesforce (CRM) | 3.4 | $99M | 390k | 254.13 | |
| Align Technology (ALGN) | 2.9 | $85M | 129k | 657.18 | |
| Microsoft Corporation (MSFT) | 2.8 | $84M | 250k | 336.32 | |
| Netflix (NFLX) | 2.7 | $78M | 130k | 602.44 | |
| Snap Cl A (SNAP) | 2.6 | $77M | 1.6M | 47.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $70M | 24k | 2897.04 | |
| Shopify Cl A (SHOP) | 2.3 | $69M | 50k | 1377.40 | |
| MercadoLibre (MELI) | 1.8 | $55M | 41k | 1348.40 | |
| Bill Com Holdings Ord (BILL) | 1.7 | $51M | 205k | 249.15 | |
| Mongodb Cl A (MDB) | 1.7 | $50M | 95k | 529.35 | |
| Applied Materials (AMAT) | 1.7 | $49M | 310k | 157.36 | |
| Hubspot (HUBS) | 1.7 | $49M | 74k | 659.15 | |
| Sea Sponsord Ads (SE) | 1.6 | $48M | 213k | 223.71 | |
| Block Cl A (SQ) | 1.6 | $47M | 292k | 161.51 | |
| Cloudflare Cl A Com (NET) | 1.4 | $43M | 325k | 131.50 | |
| Anthem (ELV) | 1.4 | $42M | 90k | 463.54 | |
| Applovin Corp Com Cl A (APP) | 1.4 | $42M | 442k | 94.26 | |
| Unity Software (U) | 1.3 | $39M | 272k | 142.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $37M | 180k | 204.75 | |
| Datadog Cl A Com (DDOG) | 1.2 | $37M | 205k | 178.11 | |
| Iqvia Holdings (IQV) | 1.2 | $35M | 125k | 282.14 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $35M | 20k | 1748.25 | |
| Motorola Solutions Com New (MSI) | 1.1 | $33M | 120k | 271.70 | |
| Guardant Health (GH) | 1.1 | $32M | 320k | 100.02 | |
| Roblox Corp Cl A (RBLX) | 1.0 | $30M | 295k | 103.16 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $29M | 80k | 359.30 | |
| Roku Com Cl A (ROKU) | 1.0 | $29M | 125k | 228.20 | |
| Spotify Technology S A SHS (SPOT) | 1.0 | $28M | 121k | 234.03 | |
| Constellation Brands Cl A (STZ) | 0.9 | $28M | 110k | 250.97 | |
| Match Group (MTCH) | 0.9 | $27M | 203k | 132.25 | |
| Paypal Holdings (PYPL) | 0.8 | $24M | 127k | 188.58 | |
| Peloton Interactive Cl A Com (PTON) | 0.8 | $23M | 635k | 35.76 | |
| Okta Cl A (OKTA) | 0.8 | $22M | 100k | 224.17 | |
| Digitalocean Hldgs (DOCN) | 0.7 | $22M | 274k | 80.33 | |
| Zillow Group Cl C Cap Stk (Z) | 0.7 | $22M | 336k | 63.85 | |
| Irhythm Technologies (IRTC) | 0.7 | $21M | 180k | 117.69 | |
| Transunion (TRU) | 0.6 | $17M | 140k | 118.58 | |
| Fastly Cl A (FSLY) | 0.5 | $16M | 440k | 35.45 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $15M | 90k | 166.49 | |
| Paycom Software (PAYC) | 0.5 | $15M | 35k | 415.20 | |
| Planet Fitness Cl A (PLNT) | 0.5 | $15M | 160k | 90.58 | |
| Global E Online SHS (GLBE) | 0.4 | $13M | 200k | 63.39 | |
| Silvergate Cap Corp Cl A (SICPQ) | 0.4 | $13M | 85k | 148.20 | |
| Docusign (DOCU) | 0.4 | $11M | 75k | 152.31 | |
| Amplitude Com Cl A (AMPL) | 0.4 | $11M | 200k | 52.94 | |
| Dex (DXCM) | 0.2 | $7.0M | 13k | 536.92 | |
| SVB Financial (SIVBQ) | 0.2 | $6.8M | 10k | 678.20 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $2.3M | 200k | 11.40 | |
| Etsy (ETSY) | 0.0 | $1.1M | 5.0k | 219.00 |
