Hitchwood Capital Management LP 13F Holdings · last filed Q1 2023
Hitchwood Capital Management LP reported 19 securities worth $183.78M in its SEC 13F filing for Q1 2023 (period ended 2023-03-31). Top holdings: TSLA (12.42%), FND (9.35%), MSFT (8.63%). Among its top 25 positions this quarter: 10 new, 9 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | $22.8M | 12.42% | 110,000 | Trimmed |
| 2 | FND | Floor & Decor Holdings Inc | $17.2M | 9.35% | 175,000 | Trimmed |
| 3 | MSFT | Microsoft Corp | $15.9M | 8.63% | 55,000 | Trimmed |
| 4 | AMZN | Amazon.com Inc | $15.5M | 8.43% | 150,000 | Trimmed |
| 5 | META | Meta Platforms Inc | $13.8M | 7.50% | 65,000 | New |
| 6 | BRKB | Berkshire Hathaway Inc | $12.4M | 6.72% | 40,000 | Trimmed |
| 7 | TW | Tradeweb Markets Inc | $11.9M | 6.45% | 150,000 | New |
| 8 | HLN | HALEON PLC | $11.4M | 6.20% | 1.4M | Trimmed |
| 9 | BKNG | Booking Holdings Inc | $10.6M | 5.77% | 4,000 | Trimmed |
| 10 | ABNB | Airbnb Inc | $10.0M | 5.42% | 80,000 | New |
| 11 | AMAT | Applied Materials Inc | $8.6M | 4.68% | 70,000 | New |
| 12 | KLAC | KLA Corp | $8.0M | 4.34% | 20,000 | Trimmed |
| 13 | AMD | Advanced Micro Devices Inc | $7.8M | 4.27% | 80,000 | New |
| 14 | ANET | Arista Networks Inc | $5.9M | 3.20% | 35,000 | New |
| 15 | SPOT | Spotify Technology SA | $4.7M | 2.54% | 35,000 | New |
| 16 | WDAY | Workday Inc | $3.1M | 1.69% | 15,000 | New |
| 17 | RH | RH | $2.4M | 1.33% | 10,000 | Trimmed |
| 18 | PCOR | Procore Technologies Inc | $1.3M | 0.68% | 20,000 | New |
| 19 | SHOP | Shopify Inc | $719,000 | 0.39% | 15,000 | New |
| 20 | AZPN | Aspen Technology Inc | $0 | 0.00% | 0 | Exited |
| 21 | AZTA | Azenta Inc | $0 | 0.00% | 0 | Exited |
| 22 | CRWD | CrowdStrike Holdings Inc | $0 | 0.00% | 0 | Exited |
| 23 | ELV | Elevance Health Inc | $0 | 0.00% | 0 | Exited |
| 24 | FISV | Fiserv Inc | $0 | 0.00% | 0 | Exited |
| 25 | GOOGL | Alphabet Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR