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| Name: |
Hitchwood Capital Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10019 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FB |
Meta Platforms Inc |
5 |
New |
$441.68 |
$13,776,000 |
65,000 |
7.5% |
13,776,000 |
65,000 |
0.003 |
Internet Service Prov... |
|
|
TW |
Tradeweb Markets Inc. |
7 |
New |
$105.50 |
$11,853,000 |
150,000 |
6.45% |
11,853,000 |
150,000 |
0.135 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
10 |
New |
$158.33 |
$9,952,000 |
80,000 |
5.42% |
9,952,000 |
80,000 |
0.023 |
N/A |
|
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AMAT |
Applied Materials Inc |
11 |
New |
$197.91 |
$8,598,000 |
70,000 |
4.68% |
8,598,000 |
70,000 |
0.008 |
Semiconductor Equipme... |
|
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AMD |
Advanced Micro Devices Inc |
13 |
New |
$146.16 |
$7,841,000 |
80,000 |
4.27% |
7,841,000 |
80,000 |
0.007 |
Semiconductor- Broad... |
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ANET |
Arista Networks, Inc. |
14 |
New |
$261.86 |
$5,875,000 |
35,000 |
3.2% |
5,875,000 |
35,000 |
0.011 |
Diversified Computer ... |
|
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SPOT |
Spotify Technology SA |
15 |
New |
$294.17 |
$4,677,000 |
35,000 |
2.54% |
4,677,000 |
35,000 |
0.019 |
N/A |
|
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WDAY |
Workday, Inc. |
16 |
New |
$250.85 |
$3,098,000 |
15,000 |
1.69% |
3,098,000 |
15,000 |
0.007 |
Application Software |
|
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PCOR |
Procore Technologies, Inc. |
18 |
New |
$69.23 |
$1,253,000 |
20,000 |
0.68% |
1,253,000 |
20,000 |
0.015 |
N/A |
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SHOP |
Shopify Inc |
19 |
New |
$72.00 |
$719,000 |
15,000 |
0.39% |
719,000 |
15,000 |
0.001 |
N/A |
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