InvestorHitchwood Capital Management LP
ManagerJames Warby Crichton
Portfolio Value $ 2,666,233,000
Current Positions44
Opened Positions5
Closed Positions15


Latest Holdings, Performance, AUM (from 13F, 13D)

Hitchwood Capital Management LP has disclosed 44 total holdings in their latest SEC filings. Portfolio manager(s) are listed as James Warby Crichton. Most recent portfolio value is calculated to be $ 2,666,233,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Hitchwood Capital Management LP's top holdings are Amazon.com, Inc. (NASDAQ:AMZN) , Sherwin-Williams Co. (The) (NYSE:SHW) , FedEx Corp. (NYSE:FDX) , Facebook, Inc. (NASDAQ:FB) , and Wynn Resorts Ltd. (NASDAQ:WYNN) . Hitchwood Capital Management LP's new positions include FedEx Corp. (NYSE:FDX) , Synchrony Financial (NYSE:SYF) , IQVIA Holdings Inc. (NYSE:IQV) , Estee Lauder Companies, Inc. (THE) (NYSE:EL) , and SPDR S&P Oil & Gas Exploration & Production ETF (NYSE:XOP) .

All Hitchwood Capital Management LP holdings are listed in the following tables. Data is sourced from 13D/13G, 13F, and N-Q filings. Green rows indicate new positions. Red rows indicate closed positions.

This form was filed on February 14, 2018. Click the link icon to see the full transaction history.

Reporting Period Form Security Opt Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2017-12-31 13F-HR IBKR / Interactive Brokers Group, Inc. 59.21 700,000 41,447
2017-12-31 13F-HR IQV / IQVIA Holdings Inc. 97.90 900,000 88,110
2017-12-31 13F-HR EL / Estee Lauder Companies, Inc. (THE) 127.24 650,000 82,706
2017-12-31 13F-HR NFLX / Netflix, Inc. 191.96 100,000 19,196
2017-12-31 13F-HR PAYC / Paycom Software, Inc. 80.33 425,000 34,140
2017-12-31 13F-HR XOP / SPDR S&P Oil & Gas Exploration & Production ETF 37.18 1,900,000 70,642
2017-12-31 13F-HR SPLK / Splunk Inc. 82.84 250,000 20,710
2017-12-31 13F-HR SYF / Synchrony Financial 38.61 2,400,000 92,664
2017-12-31 13F-HR VOYA / Voya Financial, Inc. 49.47 329,000 16,276
2017-12-31 13F-HR WWE / World Wrestling Entertainment, Inc. 30.58 400,000 12,232
2017-12-31 13F-HR GOOGL / Alphabet Inc. 1,053.40 65,000 70,000 7.69 63,292 73,738 16.50
2017-12-31 13F-HR GRUB / GrubHub Inc. 71.80 18,942 950,000 4,915.31 997 68,210 6,741.52
2017-12-31 13F-HR ILMN / Illumina, Inc. 218.49 250,000 330,000 32.00 49,800 72,102 44.78
2017-12-31 13F-HR CRM / Salesforce.com, Inc. 102.23 1,000,000 1,000,000 0.00 93,420 102,230 9.43
2017-12-31 13F-HR MNST / Monster Beverage Corporation New 63.29 1,250,000 1,200,000 -4.00 69,063 75,948 9.97
2017-12-31 13F-HR SQ / Square, Inc. 34.67 2,172,300 500,000 -76.98 62,584 17,335 -72.30
2017-12-31 13F-HR FB / Facebook, Inc. 176.46 800,000 675,000 -15.62 136,696 119,111 -12.86
2017-12-31 13F-HR PYPL / PayPal Holdings, Inc. 73.62 1,100,000 800,000 -27.27 70,433 58,896 -16.38
2017-12-31 13F-HR QSR / Restaurant Brands International Inc. 61.48 800,000 500,000 -37.50 51,104 30,740 -39.85
2017-12-31 13F-HR W / Wayfair, Inc. 80.27 850,000 300,000 -64.71 57,290 24,081 -57.97
2017-12-31 13F-HR AA / Alcoa Corp. 1,500,000 0 -100.00 69,930 0 -100.00
2017-12-31 13F-HR TMUS / T-Mobile US, Inc. 1,000,000 0 -100.00 61,660 0 -100.00
2017-12-31 13F-HR FWONK / Liberty Media, Formula One Group Series C 2,800,000 0 -100.00 106,652 0 -100.00
2017-12-31 13F-HR Q / Quintiles Transitional Holdings Inc. 1,200,000 0 -100.00 114,084 0 -100.00
2017-12-31 13F-HR EXPE / Expedia, Inc. 195,000 0 -100.00 28,068 0 -100.00
2017-12-31 13F-HR ADNT / Adient plc 500,000 0 -100.00 41,995 0 -100.00
2017-12-31 13F-HR FMI / Foundation Medicine, Inc. 68.20 360,000 24,552
2017-12-31 13F-HR ADI / Analog Devices, Inc. 89.03 390,000 34,722
2017-12-31 13F-HR BAC / Bank of America Corp. 29.52 1,900,000 56,088
2017-12-31 13F-HR ETSY / Etsy, Inc. 20.45 900,000 18,405
2017-12-31 13F-HR FDX / FedEx Corp. 249.54 525,000 131,009
2017-12-31 13F-HR NOW / ServiceNow, Inc. 130.39 584,451 600,000 2.66 68,691 78,234 13.89
2017-12-31 13F-HR GWRE / Guidewire Software, Inc. 74.26 800,000 800,000 0.00 62,288 59,408 -4.62
2017-12-31 13F-HR JD / JD.com, Inc. 41.42 2,200,000 450,000 -79.55 84,040 18,639 -77.82
2017-12-31 13F-HR WYNN / Wynn Resorts Ltd. 168.59 445,000 650,000 46.07 66,269 109,584 65.36
2017-12-31 13F-HR WDAY / Workday, Inc. 101.74 200,000 400,000 100.00 21,078 40,696 93.07
2017-12-31 13F-HR BUFF / Blue Buffalo Pet Products, Inc. 32.79 0 1,300,000 0 42,627
2017-12-31 13F-HR MELI / MercadoLibre, Inc. 314.66 250,000 225,000 -10.00 64,733 70,799 9.37
2017-12-31 13F-HR ALGN / Align Technology, Inc. 222.18 333,700 60,000 -82.02 62,158 13,331 -78.55
2017-12-31 13F-HR ADBE / Adobe Systems, Inc. 175.24 0 300,000 0 52,572
2017-12-31 13F-HR V / Visa, Inc. 114.02 600,000 600,000 0.00 63,144 68,412 8.34
2017-12-31 13F-HR MHK / Mohawk Industries, Inc. 275.90 415,000 250,000 -39.76 102,717 68,975 -32.85
2017-12-31 13F-HR JPM / JPMorgan Chase & Co. 106.94 1,100,000 550,000 -50.00 105,061 58,817 -44.02
2017-12-31 13F-HR WMT / Wal-Mart Stores, Inc. 98.75 0 1,100,000 0 108,625
2017-12-31 13F-HR SHW / Sherwin-Williams Co. (The) 410.04 79,830 335,000 319.64 28,582 137,363 380.59
2017-12-31 13F-HR AMZN / Amazon.com, Inc. 1,169.47 80,000 120,000 50.00 76,908 140,336 82.47
2017-12-31 13F-HR SHOP / Shopify Inc. 101.00 0 300,000 0 30,300
2017-12-31 13F-HR BIO / Bio-Rad Laboratories, Inc. 238.67 350,000 420,000 20.00 77,777 100,241 28.88
2017-12-31 13F-HR PLNT / Planet Fitness, Inc. 34.63 1,500,000 1,400,000 -6.67 40,470 48,482 19.80
2017-12-31 13F-HR COST / Costco Wholesale Corp. 186.12 0 180,000 0 33,502
2017-12-31 13F-HR TEAM / Atlassian Corporation Plc 200,000 0 -100.00 7,030 0 -100.00
2017-12-31 13F-HR COG / Cabot Oil & Gas Corp. 800,000 0 -100.00 21,400 0 -100.00
2017-12-31 13F-HR IAC / IAC/InterActiveCorp. 600,000 0 -100.00 70,548 0 -100.00
2017-12-31 13F-HR ADSK / Autodesk, Inc. 200,000 0 -100.00 22,452 0 -100.00
2017-12-31 13F-HR DLPH / Delphi Automotive Plc 550,000 0 -100.00 54,120 0 -100.00
2017-12-31 13F-HR AMD / Advanced Micro Devices, Inc. 1,100,000 0 -100.00 14,025 0 -100.00
2017-12-31 13F-HR ALRM / Alarm.com Holdings, Inc. 450,000 0 -100.00 20,331 0 -100.00
2017-12-31 13F-HR OLED / Universal Display Corp. 225,000 0 -100.00 28,991 0 -100.00
2017-12-31 13F-HR PVH / PVH Corp. 800,000 0 -100.00 100,848 0 -100.00