Hitchwood Capital Management

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 (FLT) 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