Hitchwood Capital Management as of March 31, 2023
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 12.4 | $23M | 110k | 207.46 | |
| Floor & Decor Holdings Cl A (FND) | 9.4 | $17M | 175k | 98.22 | |
| Microsoft Corporation (MSFT) | 8.6 | $16M | 55k | 288.31 | |
| Amazon.com Put (AMZN) | 8.4 | $16M | 150k | 103.29 | |
| Meta Platforms Cl A (META) | 7.5 | $14M | 65k | 211.94 | |
| Berkshire Hathaway Cl A (BRK.B) | 6.7 | $12M | 40k | 308.77 | |
| Tradeweb Markets Cl A (TW) | 6.4 | $12M | 150k | 79.02 | |
| Haleon Spon Ads (HLN) | 6.2 | $11M | 1.4M | 8.14 | |
| Booking Holdings (BKNG) | 5.8 | $11M | 4.0k | 2652.50 | |
| Airbnb Com Cl A (ABNB) | 5.4 | $10M | 80k | 124.40 | |
| Applied Materials Com New (AMAT) | 4.7 | $8.6M | 70k | 122.83 | |
| KLA Corp Com New (KLAC) | 4.3 | $8.0M | 20k | 399.15 | |
| Advanced Micro Devices (AMD) | 4.3 | $7.8M | 80k | 98.01 | |
| Arista Networks Put (ANET) | 3.2 | $5.9M | 35k | 167.86 | |
| Spotify Technology SA SHS (SPOT) | 2.5 | $4.7M | 35k | 133.63 | |
| Workday Cl A (WDAY) | 1.7 | $3.1M | 15k | 206.53 | |
| Rh (RH) | 1.3 | $2.4M | 10k | 243.60 | |
| Procore Technologies (PCOR) | 0.7 | $1.3M | 20k | 62.65 | |
| Shopify Cl A (SHOP) | 0.4 | $719k | 15k | 47.93 |
