Hitchwood Capital Management as of March 31, 2017
Portfolio Holdings for Hitchwood Capital Management
Hitchwood Capital Management holds 41 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AmerisourceBergen (COR) | 9.9 | $266M | 3.0M | 88.50 | |
| Mohawk Industries (MHK) | 6.4 | $172M | 750k | 229.49 | |
| Amazon (AMZN) | 5.0 | $133M | 150k | 886.54 | |
| Sherwin-Williams Company (SHW) | 4.9 | $132M | 425k | 310.19 | |
| Align Technology (ALGN) | 3.4 | $92M | 800k | 114.71 | |
| Facebook Inc cl a (META) | 3.2 | $85M | 600k | 142.05 | |
| Wynn Resorts (WYNN) | 3.0 | $80M | 700k | 114.61 | |
| Adient (ADNT) | 3.0 | $80M | 1.1M | 72.67 | |
| salesforce (CRM) | 2.9 | $78M | 950k | 82.49 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $78M | 600k | 130.13 | |
| Lamb Weston Hldgs (LW) | 2.8 | $76M | 1.8M | 42.06 | |
| Post Holdings Inc Common (POST) | 2.6 | $70M | 800k | 87.52 | |
| Monsanto Company | 2.5 | $68M | 600k | 113.20 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $68M | 80k | 847.80 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.5 | $67M | 1.2M | 55.74 | |
| Spdr S&p 500 Etf (SPY) | 2.5 | $67M | 285k | 235.74 | |
| SLM Corporation (SLM) | 2.5 | $67M | 5.5M | 12.10 | |
| Dunkin' Brands Group | 2.4 | $66M | 1.2M | 54.68 | |
| FleetCor Technologies | 2.4 | $64M | 425k | 151.43 | |
| Visa (V) | 2.3 | $62M | 700k | 88.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.3 | $62M | 190k | 327.32 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $62M | 700k | 87.84 | |
| Bio-Rad Laboratories (BIO) | 2.2 | $60M | 300k | 199.34 | |
| Liberty Global Inc C | 2.1 | $56M | 1.6M | 35.04 | |
| Ashland (ASH) | 2.1 | $56M | 450k | 123.81 | |
| Praxair | 2.0 | $53M | 450k | 118.60 | |
| Blue Buffalo Pet Prods | 1.9 | $51M | 2.2M | 23.00 | |
| Metropcs Communications (TMUS) | 1.8 | $48M | 750k | 64.59 | |
| Jd (JD) | 1.7 | $47M | 1.5M | 31.11 | |
| Expedia (EXPE) | 1.5 | $41M | 325k | 126.17 | |
| Ihs Markit | 1.4 | $38M | 900k | 41.95 | |
| Sealed Air (SEE) | 1.4 | $37M | 850k | 43.58 | |
| MercadoLibre (MELI) | 1.4 | $37M | 175k | 211.47 | |
| Cbre Group Inc Cl A (CBRE) | 1.3 | $35M | 1.0M | 34.79 | |
| Ally Financial (ALLY) | 1.3 | $35M | 1.7M | 20.33 | |
| Zendesk | 1.2 | $34M | 1.2M | 28.04 | |
| Vulcan Materials Company (VMC) | 0.8 | $21M | 170k | 120.48 | |
| Hubspot (HUBS) | 0.7 | $18M | 300k | 60.55 | |
| Shopify Inc cl a (SHOP) | 0.6 | $17M | 250k | 68.09 | |
| McKesson Corporation (MCK) | 0.4 | $9.7M | 66k | 148.26 | |
| Mulesoft Inc cl a | 0.1 | $2.6M | 108k | 24.33 |
