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Hitchwood Capital Management LP 13F filings

Manager(s): James Warby Crichton

Holdings as of 2020-09-30

Filed on 2020-11-16 under CIK 1611613

Company name, stock class and CUSIPValue (x$1000) SharesOther manager(s)
ISHARES TR
20 YR TR BD ETF 464287432
$821,198$821,198Put options for
5,030,000 sh
5,030,000 sh
NEW
AMAZON COM INC
COM 023135106
$277,088 88,000 sh 
INVESCO QQQ TR
UNIT SER 1 46090E103
$248,667$248,667Put options for
895,000 sh
895,000 sh
NEW
Tesla Inc
cs 88160R101
$160,879$79,893375,000 sh300,000 sh
400%
Peloton Interactive Inc Cl A
COM 70614W100
$143,898$68,7971,450,000 sh150,000 sh
12%
Netflix Inc
cs 64110L106
$136,008-$3,689272,000 sh-35,000 sh
-11%
Facebook, Inc.
COM 30303M102
$111,308$22,365425,000 sh33,300 sh
9%
LIVONGO HEALTH INC
COM 539183103
$98,035 700,000 sh 
SQUARE INC
CL A 852234103
$93,466 575,000 sh 
SEA LTD
SPONSORED ADS 81141R100
$91,654$29,991595,000 sh20,000 sh
3%
CROWDSTRIKE HLDGS
COM 22788C105
$89,258 650,000 sh 
ALIBABA GROUP HLDG LTD
SPONSORED ADS 01609W102
$88,194 300,000 sh 
Paypal Hldgs Inc.
COM 70450Y103
$83,738 425,000 sh 
SHERWIN WILLIAMS CO
COM 824348106
$82,215$21,541118,000 sh13,000 sh
12%
Coupa Software Incorporated
COM 22266L106
$79,530 290,000 sh 
MERCADOLIBRE INC
COM 58733R102
$70,361 65,000 sh 
HUBSPOT INC
COM 443573100
$69,375$13,287237,400 sh-12,600 sh
-5%
ROKU INC CL A
COM 77543R102
$67,024$49,544355,000 sh205,000 sh
137%
ALIGN TECHNOLOGY INC
COM 016255101
$65,472$20,189200,000 sh35,000 sh
21%
DOCUSIGN INC
COM 256163106
$64,572$43,907300,000 sh180,000 sh
150%
Alphabet Inc., Cl. A
COM 02079K305
$64,193 43,800 sh 
Zillow Group, Inc. Class C
COM 98954M200
$63,494$63,494625,000 sh625,000 sh
NEW
Activision Blizzard, Inc.
COM 00507V109
$63,141$17,601780,000 sh180,000 sh
30%
Zoom Video Comms Inc Cl A
COM 98980L101
$56,883 121,000 sh 
SPOTIFY TECHNOLOGY S A
SHS L8681T102
$50,940-$17,480210,000 sh-55,000 sh
-21%
MasterCard, Inc.
COM 57636Q104
$43,962$8,478130,000 sh10,000 sh
8%
SYNOPSYS INC
COM 871607107
$42,796 200,000 sh 
Twilio Inc Cl A
COM 90138F102
$39,534$2,233160,000 sh-10,000 sh
-6%
SNAP INC
CL A 83304A106
$39,165-$15,6841,500,000 sh-835,000 sh
-36%
SHOPIFY INC
CL A 82509L107
$35,804$35,80435,000 sh35,000 sh
NEW
GUARDANT HEALTH INC
COM 40131M109
$33,534$11,223300,000 sh25,000 sh
9%
Match Group Inc
COM 57667L107
$33,195$33,195300,000 sh300,000 sh
NEW
ADVANCED MICRO DEVICES INC
COM 007903107
$32,796$32,796400,000 sh400,000 sh
NEW
OKTA INC
CL A 679295105
$32,078$12,055150,000 sh50,000 sh
50%
ILLUMINA INC
COM 452327109
$30,908 100,000 sh 
TAKE-TWO INTERACTIVE SOFTWAR
COM 874054109
$28,914$1,698175,000 sh-20,000 sh
-10%
Etsy, Inc.
COM 29786A106
$24,326$24,326200,000 sh200,000 sh
NEW
BILL COM HLDGS INC
COM 090043100
$22,068$6,281220,000 sh45,000 sh
26%
FIVERR INTL LTD
ORD SHS M4R82T106
$20,847$20,847150,000 sh150,000 sh
NEW
FASTLY INC CL A
COM 31188V100
$20,610$20,610220,000 sh220,000 sh
NEW
CLOUDFLARE INC
CL A COM 18915M107
$20,530$9,745500,000 sh200,000 sh
67%
INVITAE CORP
COM 46185L103
$19,508$19,508450,000 sh450,000 sh
NEW
Nvidia Corp.
COM 67066G104
$13,531 25,000 sh 
UBER TECHNOLOGIES INC
COM 90353T100
$3,648-$35,202100,000 sh-1,150,000 sh
-92%
SNOWFLAKE INC CL A
Stock 833445109
$2,510$2,51010,000 sh10,000 sh
NEW
Charter Communications, Inc.
COM 16119P108
$0-$58,6550 sh-115,000 sh
-100%
SPDR GOLD TRUST
GOLD SHS 78463V107
$0-$52,7220 sh-315,000 sh
-100%
Paycom Software
COM 70432V102
$0-$46,4600 sh-150,000 sh
-100%
CHEGG INC
COM 163092109
$0-$30,2670 sh-450,000 sh
-100%
TRANSDIGM GROUP INC
COM 893641100
$0-$17,6820 sh-40,000 sh
-100%
Everbridge, Inc.
COM 29978A104
$0-$17,2950 sh-125,000 sh
-100%
ANGI HOMESERVICES INC CL A
COM 00183L102
$0-$8,5050 sh-700,000 sh
-100%