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Hitchwood Capital Management LP 13F filings

Manager(s): James Warby Crichton

Holdings as of 2022-06-30

Filed on 2022-08-15 under CIK 1611613

Company
Investment Type
Change
Value (x$1000)
increase or decrease
AMAZON COM INC
920,000 sh
874,000 sh
1900%
$97,713
-$52,245
BERKSHIRE HATHAWAY INC DEL
275,000 sh
15,000 sh
6%
$75,081
-$16,676
Tesla Inc
110,000 sh
 
$74,076
MICROSOFT CORP
235,000 sh
 
$60,355
Alphabet Inc., Cl. A
22,000 sh
-8,000 sh
-27%
$47,944
-$35,497
UNION PACIFIC CORP
190,000 sh
5,000 sh
3%
$40,523
-$10,021
ANTHEM INC
65,000 sh
-25,000 sh
-28%
$31,368
-$12,842
MasterCard, Inc.
77,000 sh
-63,000 sh
-45%
$24,292
-$25,741
SPDR GOLD TRUST GOLD SHS
110,000 sh
110,000 sh
NEW
$18,531
$18,531
CROWDSTRIKE HLDGS
75,000 sh
 
$12,642
Envista Holdings Corp
150,000 sh
-350,000 sh
-70%
$5,781
-$18,574
RH COM
20,000 sh
20,000 sh
NEW
$4,245
$4,245
MOTOROLA SOLUTIONS INC
20,000 sh
-30,000 sh
-60%
$4,192
-$7,918
FLOOR & DECOR HLDGS INC
60,000 sh
60,000 sh
NEW
$3,778
$3,778
Aspen Technology Inc Common / Ordinary Stock
17,518 sh
17,518 sh
NEW
$3,218
$3,218
INVESCO QQQ TR UNIT SER 1

Put options for 0 sh
-1,180,000 sh
-100%
$0
-$427,797
Netflix Inc
0 sh
-160,000 sh
-100%
$0
-$59,934
Salesforce.com
0 sh
-205,000 sh
-100%
$0
-$43,526
AIRBNB INC
0 sh
-160,000 sh
-100%
$0
-$27,482
SHOPIFY INC CL A
0 sh
-36,800 sh
-100%
$0
-$24,875
Booking Holdings Inc
0 sh
-9,000 sh
-100%
$0
-$21,136
BENTLEY SYSTEMS CL B ORD
0 sh
-205,000 sh
-100%
$0
-$9,057
TOAST INC CL A
0 sh
-165,000 sh
-100%
$0
-$3,585