Hitchwood Capital Management LP 13F Holdings
CIK 0001611613 · New York, NY
As of Mar 31, 2023, Hitchwood Capital Management LP reported 19 positions worth
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TESLA INC | TSLA | Consumer Cyclical | 110,000 | $22.8K | 12.42% |
| FLOOR & DECOR HOLDINGS INC | FND | Consumer Cyclical | 175,000 | 7.2K | 9.35% |
| MICROSOFT CORP | MSFT | Technology | 55,000 | 5.9K | 8.63% |
| AMAZON.COM INC | AMZN | Equity | 150,000 | 5.5K | 8.43% |
| META PLATFORMS INC | META | Communication Services | 65,000 | 3.8K | 7.50% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 40,000 | 2.4K | 6.72% |
| TRADEWEB MARKETS INC | TW | Financial Services | 150,000 | 1.9K | 6.45% |
| HALEON PLC | HLN | Healthcare | 1,400,000 | 1.4K | 6.20% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 4,000 | 0.6K | 5.77% |
| AIRBNB INC | ABNB | Industrials | 80,000 | 0.0K | 5.42% |
| APPLIED MATERIALS INC | AMAT | Technology | 70,000 | $8.6K | 4.68% |
| KLA CORP | KLAC | Technology | 20,000 | $8.0K | 4.34% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 80,000 | $7.8K | 4.27% |
| ARISTA NETWORKS INC | ANET | Technology | 35,000 | $5.9K | 3.20% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 35,000 | $4.7K | 2.54% |
| WORKDAY INC | WDAY | Technology | 15,000 | $3.1K | 1.69% |
| RH | RH | Consumer Cyclical | 10,000 | $2.4K | 1.33% |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 20,000 | .3K | 0.68% |
| SHOPIFY INC | SHOP | Technology | 15,000 | $719.0 | 0.39% |