Hitchwood Capital Management as of Dec. 31, 2016
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 36 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.4 | $330M | 440k | 749.87 | |
| AmerisourceBergen (COR) | 10.3 | $297M | 3.8M | 78.19 | |
| Facebook Inc cl a (META) | 6.2 | $178M | 1.6M | 115.05 | |
| Sherwin-Williams Company (SHW) | 5.6 | $161M | 600k | 268.74 | |
| Alphabet Inc Class A cs (GOOGL) | 4.9 | $143M | 180k | 792.45 | |
| Mohawk Industries (MHK) | 4.8 | $140M | 700k | 199.68 | |
| Comcast Corporation (CMCSA) | 4.8 | $138M | 2.0M | 69.05 | |
| Praxair | 4.5 | $129M | 1.1M | 117.19 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $104M | 1.2M | 86.29 | |
| Molson Coors Brewing Company (TAP) | 3.0 | $88M | 900k | 97.31 | |
| Ihs Markit | 2.9 | $85M | 2.4M | 35.41 | |
| Spdr S&p 500 Etf (SPY) | 2.9 | $83M | 371k | 223.53 | |
| Blue Buffalo Pet Prods | 2.8 | $79M | 3.3M | 24.04 | |
| FleetCor Technologies | 2.5 | $71M | 500k | 141.52 | |
| Arconic | 2.2 | $65M | 3.5M | 18.54 | |
| Ashland (ASH) | 2.1 | $60M | 550k | 109.29 | |
| Adient (ADNT) | 2.0 | $59M | 1.0M | 58.60 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.0 | $57M | 1.2M | 47.66 | |
| Visa (V) | 1.9 | $55M | 700k | 78.02 | |
| Mondelez Int (MDLZ) | 1.8 | $53M | 1.2M | 44.33 | |
| Monsanto Company | 1.8 | $53M | 500k | 105.21 | |
| salesforce (CRM) | 1.8 | $51M | 750k | 68.46 | |
| Sealed Air (SEE) | 1.7 | $50M | 1.1M | 45.34 | |
| eBay (EBAY) | 1.5 | $45M | 1.5M | 29.69 | |
| Cbre Group Inc Cl A (CBRE) | 1.5 | $44M | 1.4M | 31.49 | |
| Anheuser-Busch InBev NV (BUD) | 1.5 | $42M | 400k | 105.44 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $41M | 400k | 102.95 | |
| Expedia (EXPE) | 1.2 | $34M | 300k | 113.28 | |
| Danaher Corporation (DHR) | 1.1 | $31M | 400k | 77.84 | |
| Monster Beverage Corp (MNST) | 1.1 | $31M | 700k | 44.34 | |
| Metropcs Communications (TMUS) | 0.9 | $26M | 450k | 57.51 | |
| Hilton Worlwide Hldgs | 0.7 | $20M | 750k | 27.20 | |
| Lamb Weston Hldgs (LW) | 0.7 | $21M | 544k | 37.85 | |
| Shopify Inc cl a (SHOP) | 0.6 | $17M | 400k | 42.87 | |
| Zendesk | 0.1 | $4.2M | 200k | 21.20 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.1 | $3.5M | 95k | 36.47 |
