Institutions / Hitchwood Capital Management LP
Hitchwood Capital Management LP
CIK 1611613 · Institution · as of Sep 30, 2021
Portfolio value
$2.86B
Positions
61
As of
Sep 30, 2021
Portfolio trend
Portfolio value
$2.86B-3.4%Positions
61-4.7%Top holdings
Sep 30, 2021View all 61 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon Com Inc | $200.39M | 7.0% |
| Hubspot Inc | $135.22M | 4.7% |
| Align Technology Inc | $133.09M | 4.7% |
| Snap Inc | $132.97M | 4.6% |
| Block, Inc. | $131.91M | 4.6% |
| Sea Limited | $122.71M | 4.3% |
| Mercadolibre Inc | $96.57M | 3.4% |
| Netflix Inc | $85.45M | 3.0% |
| Tesla, Inc. | $85.30M | 3.0% |
| Peloton Interactive, Inc. | $82.70M | 2.9% |
| Affirm Holdings, Inc. | $76.24M | 2.7% |
| Bill.com Holdings, Inc. | $74.75M | 2.6% |
| Meta Platforms, Inc. | $71.27M | 2.5% |
| Shopify Strategic Holdings 3 LLC | $70.50M | 2.5% |
| Microsoft Corp | $70.48M | 2.5% |
| PayPal Holdings, Inc. | $65.05M | 2.3% |
| DoorDash, Inc. | $61.79M | 2.2% |
| Salesforce.com, Inc. | $58.31M | 2.0% |
| Cloudflare, Inc. | $56.33M | 2.0% |
| Roblox Corp | $54.40M | 1.9% |
| Zillow Group, Inc. | $52.44M | 1.8% |
| Motorola Solutions, Inc. | $52.39M | 1.8% |
| Airbnb, Inc. | $50.33M | 1.8% |
| Paycom Software, Inc. | $47.10M | 1.6% |
| Spotify Technology S.A. | $45.07M | 1.6% |
Activity
Sep 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 4 quarters of holdings.