Hitchwood Capital Management LP 13F Holdings

CIK 0001611613 · New York, NY

As of Mar 31, 2023, Hitchwood Capital Management LP reported 19 positions worth 83.8K in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical110,000$22.8K12.42%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical175,000 7.2K9.35%
MICROSOFT CORPMSFTTechnology55,000 5.9K8.63%
AMAZON.COM INCAMZNEquity150,000 5.5K8.43%
META PLATFORMS INCMETACommunication Services65,000 3.8K7.50%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services40,000 2.4K6.72%
TRADEWEB MARKETS INCTWFinancial Services150,000 1.9K6.45%
HALEON PLCHLNHealthcare1,400,000 1.4K6.20%
BOOKING HOLDINGS INCBKNGIndustrials4,000 0.6K5.77%
AIRBNB INCABNBIndustrials80,000 0.0K5.42%
APPLIED MATERIALS INCAMATTechnology70,000$8.6K4.68%
KLA CORPKLACTechnology20,000$8.0K4.34%
ADVANCED MICRO DEVICES INCAMDEquity80,000$7.8K4.27%
ARISTA NETWORKS INCANETTechnology35,000$5.9K3.20%
SPOTIFY TECHNOLOGY SASPOTCommunication Services35,000$4.7K2.54%
WORKDAY INCWDAYTechnology15,000$3.1K1.69%
RHRHConsumer Cyclical10,000$2.4K1.33%
PROCORE TECHNOLOGIES INCPCORTechnology20,000 .3K0.68%
SHOPIFY INCSHOPTechnology15,000$719.00.39%