Current Holdings (from 13F, 13D)

InvestorHitchwood Capital Management LP
ManagerJames Warby Crichton
Portfolio Value$ 2,340,729,000
Current Positions39
Opened Positions5
Closed Positions11

Hitchwood Capital Management LP has disclosed 39 total holdings in their latest SEC filings. Portfolio manager(s) are listed as James Warby Crichton. Most recent portfolio value is calculated to be $ 2,340,729,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Hitchwood Capital Management LP's top holdings are Facebook, Inc. (NASDAQ:FB) , Quintiles Transitional Holdings Inc. (NYSE:Q) , Liberty Media, Formula One Group Series C (NASDAQ:FWONK) , JPMorgan Chase & Co. (NYSE:JPM) , and Mohawk Industries, Inc. (NYSE:MHK) . Hitchwood Capital Management LP's new positions include Alcoa Corp. (NYSE:AA) , ServiceNow, Inc. (NYSE:NOW) , Guidewire Software, Inc. (NYSE:GWRE) , Illumina, Inc. (NASDAQ:ILMN) , and Universal Display Corp. (NASDAQ:OLED) .


All Hitchwood Capital Management LP holdings are listed in the following table. This data is sourced from 13D/13G, and 13F filings. Green rows indicate new positions. Red rows indicate closed positions.

This 13F was filed on November 14, 2017. Click the link icon to see the full transaction history.

Reporting PeriodFormSecurity Imputed
Share Price
Prev SharesCurrent SharesChange
(Percent)
Prev Value ($K)Current Value ($K)Change
(Percent)
2017‑09‑30 13F-HR TEAM / Atlassian Corporation Plc 35.15 200,000 7,030
2017‑09‑30 13F-HR COG / Cabot Oil & Gas Corp. 26.75 800,000 21,400
2017‑09‑30 13F-HR GRUB / GrubHub Inc. 52.63 18,942 997
2017‑09‑30 13F-HR GWRE / Guidewire Software, Inc. 77.86 800,000 62,288
2017‑09‑30 13F-HR ILMN / Illumina, Inc. 199.20 250,000 49,800
2017‑09‑30 13F-HR GOOGL / Alphabet Inc. 973.72 50,000 65,000 30.00 46,484 63,292 36.16
2017‑09‑30 13F-HR IAC / IAC/InterActiveCorp. 117.58 800,000 600,000 -25.00 82,592 70,548 -14.58
2017‑09‑30 13F-HR FB / Facebook, Inc. 170.87 750,000 800,000 6.67 113,235 136,696 20.72
2017‑09‑30 13F-HR ADSK / Autodesk, Inc. 112.26 0 200,000 0 22,452
2017‑09‑30 13F-HR DLPH / Delphi Automotive Plc 98.40 400,000 550,000 37.50 35,060 54,120 54.36
2017‑09‑30 13F-HR WMT / Wal-Mart Stores, Inc. 450,000 0 -100.00 34,056 0 -100.00
2017‑09‑30 13F-HR AMD / Advanced Micro Devices, Inc. 12.75 1,100,000 14,025
2017‑09‑30 13F-HR ALRM / Alarm.com Holdings, Inc. 45.18 450,000 20,331
2017‑09‑30 13F-HR NOW / ServiceNow, Inc. 117.53 584,451 68,691
2017‑09‑30 13F-HR OLED / Universal Display Corp. 128.85 225,000 28,991
2017‑09‑30 13F-HR PVH / PVH Corp. 126.06 625,000 800,000 28.00 71,563 100,848 40.92
2017‑09‑30 13F-HR CRM / Salesforce.com, Inc. 93.42 800,000 1,000,000 25.00 69,280 93,420 34.84
2017‑09‑30 13F-HR HLT / Hilton Worldwide Holdings Inc. 1,300,000 0 -100.00 80,405 0 -100.00
2017‑09‑30 13F-HR MNST / Monster Beverage Corporation New 55.25 0 1,250,000 0 69,063
2017‑09‑30 13F-HR SQ / Square, Inc. 28.81 2,600,000 2,172,300 -16.45 60,996 62,584 2.60
2017‑09‑30 13F-HR ALGN / Align Technology, Inc. 186.27 270,000 333,700 23.59 40,532 62,158 53.36
2017‑09‑30 13F-HR AA / Alcoa Corp. 46.62 1,500,000 69,930
2017‑09‑30 13F-HR WDAY / Workday, Inc. 105.39 0 200,000 0 21,078
2017‑09‑30 13F-HR VMC / Vulcan Materials Co. (Holding Co.) 500,000 0 -100.00 63,340 0 -100.00
2017‑09‑30 13F-HR POST / Post Holdings, Inc. 350,000 0 -100.00 27,178 0 -100.00
2017‑09‑30 13F-HR LW / Lamb Weston Holdings, Inc. 1,830,083 0 -100.00 80,597 0 -100.00
2017‑09‑30 13F-HR PYPL / PayPal Holdings, Inc. 64.03 1,700,000 1,100,000 -35.29 91,239 70,433 -22.80
2017‑09‑30 13F-HR QSR / Restaurant Brands International Inc. 63.88 0 800,000 0 51,104
2017‑09‑30 13F-HR W / Wayfair, Inc. 67.40 600,000 850,000 41.67 46,128 57,290 24.20
2017‑09‑30 13F-HR JD / JD.com, Inc. 38.20 2,000,000 2,200,000 10.00 78,440 84,040 7.14
2017‑09‑30 13F-HR WYNN / Wynn Resorts Ltd. 148.92 650,000 445,000 -31.54 87,178 66,269 -23.98
2017‑09‑30 13F-HR MELI / MercadoLibre, Inc. 258.93 135,000 250,000 85.19 33,869 64,733 91.13
2017‑09‑30 13F-HR V / Visa, Inc. 105.24 1,000,000 600,000 -40.00 93,780 63,144 -32.67
2017‑09‑30 13F-HR MHK / Mohawk Industries, Inc. 247.51 650,000 415,000 -36.15 157,099 102,717 -34.62
2017‑09‑30 13F-HR TMUS / T-Mobile US, Inc. 61.66 0 1,000,000 0 61,660
2017‑09‑30 13F-HR JPM / JPMorgan Chase & Co. 95.51 1,200,000 1,100,000 -8.33 109,680 105,061 -4.21
2017‑09‑30 13F-HR FWONK / Liberty Media, Formula One Group Series C 38.09 2,200,000 2,800,000 27.27 80,564 106,652 32.38
2017‑09‑30 13F-HR SHW / Sherwin-Williams Co. (The) 358.04 235,000 79,830 -66.03 82,476 28,582 -65.35
2017‑09‑30 13F-HR Q / Quintiles Transitional Holdings Inc. 95.07 1,100,000 1,200,000 9.09 98,450 114,084 15.88
2017‑09‑30 13F-HR AMZN / Amazon.com, Inc. 961.35 100,000 80,000 -20.00 96,800 76,908 -20.55
2017‑09‑30 13F-HR EXPE / Expedia, Inc. 143.94 300,000 195,000 -35.00 44,685 28,068 -37.19
2017‑09‑30 13F-HR BIO / Bio-Rad Laboratories, Inc. 222.22 400,000 350,000 -12.50 90,524 77,777 -14.08
2017‑09‑30 13F-HR PLNT / Planet Fitness, Inc. 26.98 900,000 1,500,000 66.67 21,006 40,470 92.66
2017‑09‑30 13F-HR ADNT / Adient plc 83.99 0 500,000 0 41,995
2017‑09‑30 13F-HR ADBE / Adobe Systems, Inc. 400,000 0 -100.00 56,576 0 -100.00
2017‑09‑30 13F-HR ATHN / athenahealth, Inc. 500,000 0 -100.00 70,275 0 -100.00
2017‑09‑30 13F-HR BUFF / Blue Buffalo Pet Products, Inc. 715,000 0 -100.00 16,309 0 -100.00
2017‑09‑30 13F-HR ABC / AmerisourceBergen Corp. 2,000,000 0 -100.00 189,060 0 -100.00
2017‑09‑30 13F-HR ASH / Ashland Global Holdings, Inc. 500,000 0 -100.00 32,955 0 -100.00
2017‑09‑30 13F-HR VVV / Valvoline Inc. 2,100,000 0 -100.00 49,812 0 -100.00