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Hitchwood Capital Management LP 13F filings

Manager(s): James Warby Crichton

Holdings as of 2021-06-30

Filed on 2021-08-16 under CIK 1611613

Company
Investment Type
Change
Value (x$1000)
increase or decrease
SPDR S&P 500 ETF TR TR UNIT

Put options for 3,156,000 sh
3,156,000 sh
NEW
$1,350,957
$1,350,957
INVESCO QQQ TR UNIT SER 1

Put options for 3,230,000 sh
-1,721,500 sh
-35%
$1,144,809
-$435,363
AMAZON COM INC
61,000 sh
 
$209,850
SQUARE INC
550,000 sh
 
$134,090
SNAP INC
1,800,000 sh
 
$122,652
ALIGN TECHNOLOGY INC
200,000 sh
 
$122,200
Peloton Interactive Inc Cl A
950,000 sh
 
$117,819
HUBSPOT INC
200,000 sh
 
$116,544
Facebook, Inc.
305,000 sh
90,000 sh
42%
$106,052
$42,728
SEA LTD SPONSORED ADS
385,000 sh
 
$105,721
MERCADOLIBRE INC COM
57,500 sh
 
$89,573
Tesla Inc
110,000 sh
 
$74,767
Netflix Inc
140,000 sh
-30,000 sh
-18%
$73,949
-$14,733
SHOPIFY INC CL A
50,000 sh
 
$73,049
Paypal Hldgs Inc.
250,000 sh
 
$72,870
Zillow Group, Inc. Class C
595,000 sh
-20,000 sh
-3%
$72,721
-$7,008
MICROSOFT CORP
250,000 sh
-200,000 sh
-44%
$67,725
-$38,372
APPLIED MATLS INC
450,000 sh
 
$64,080
FARFETCH LTD ORD SH CL A
1,150,000 sh
1,150,000 sh
NEW
$57,914
$57,914
ROKU INC CL A
125,000 sh
 
$57,406
SPOTIFY TECHNOLOGY S A SHS
200,000 sh
-10,000 sh
-5%
$55,118
-$1,152
AIRBNB INC COM CL A
350,000 sh
 
$53,599
Teladoc, Inc.
320,000 sh
 
$53,213
CLOUDFLARE INC
500,000 sh
 
$52,920
BILL COM HLDGS INC
280,000 sh
 
$51,290
Twilio Inc Cl A
120,000 sh
-25,000 sh
-17%
$47,299
-$2,111
Coinbase Global Inc -
185,000 sh
185,000 sh
NEW
$46,861
$46,861
CROWDSTRIKE HLDGS
180,000 sh
 
$45,236
DOORDASH INC COM
240,000 sh
240,000 sh
NEW
$42,799
$42,799
AUTODESK INC
140,000 sh
80,000 sh
133%
$40,866
$24,237
GUARDANT HEALTH INC
320,000 sh
 
$39,741
BILIBILI INC SPONS ADS REP Z
300,000 sh
 
$36,552
Coupa Software Incorporated
125,000 sh
125,000 sh
NEW
$32,764
$32,764
Match Group Inc COM
202,841 sh
-97,159 sh
-32%
$32,708
-$8,506
CARVANA CO
105,000 sh
56,000 sh
114%
$31,691
$18,833
BOEING CO
130,000 sh
-70,000 sh
-35%
$31,143
-$19,801
Charter Communications, Inc.
43,000 sh
43,000 sh
NEW
$31,022
$31,022
Paycom Software
85,000 sh
85,000 sh
NEW
$30,895
$30,895
TAKE-TWO INTERACTIVE SOFTWAR
170,000 sh
170,000 sh
NEW
$30,093
$30,093
CVS HEALTH CORP
360,000 sh
360,000 sh
NEW
$30,038
$30,038
Alphabet Inc., Cl. A
11,000 sh
-14,000 sh
-56%
$26,860
-$24,703
FASTLY INC CL A
440,000 sh
 
$26,224
CHEGG INC
300,000 sh
300,000 sh
NEW
$24,933
$24,933
T MOBILE US INC
170,000 sh
170,000 sh
NEW
$24,621
$24,621
OKTA INC
100,000 sh
 
$24,468
STONECO LTD COM CL A
350,000 sh
350,000 sh
NEW
$23,471
$23,471
CAREDX INC
250,000 sh
 
$22,880
STITCH FIX INC
375,000 sh
 
$22,613
DOCUSIGN INC
75,000 sh
-45,000 sh
-37%
$20,968
-$3,326
AXALTA COATING SYS LTD
675,000 sh
675,000 sh
NEW
$20,581
$20,581
ALLIANCE DATA SYSTEMS CORP
176,161 sh
66,161 sh
60%
$18,354
$6,024
ROBLOX CORP CL A
200,000 sh
150,000 sh
300%
$17,996
$14,754
Activision Blizzard, Inc.
170,000 sh
170,000 sh
NEW
$16,225
$16,225
LEMONADE INC COM
145,000 sh
95,000 sh
190%
$15,864
$11,207
APPLOVIN CL A ORD COM
200,000 sh
200,000 sh
NEW
$15,034
$15,034
FUTU HLDGS LTD SPON ADS CL A
75,000 sh
75,000 sh
NEW
$13,432
$13,432
The RealReal Inc.
650,000 sh
 
$12,844
BOSTON BEER INC
11,967 sh
11,967 sh
NEW
$12,216
$12,216
BENTLEY SYSTEMS CL B ORD COM
150,000 sh
43,924 sh
41%
$9,717
$4,739
FIVERR INTL LTD ORD SHS
35,000 sh
35,000 sh
NEW
$8,487
$8,487
UNITY SOFTWARE INC COM Stock
70,000 sh
70,000 sh
NEW
$7,688
$7,688
JUMIA TECHNOLOGIES AG SPONSORED ADS
200,000 sh
 
$6,066
WELLS FARGO CO NEW COM
110,000 sh
110,000 sh
NEW
$4,982
$4,982
GENERAL ELECTRIC CO
355,000 sh
-3,645,000 sh
-91%
$4,778
-$47,742
NIO INC SPON ADS
50,000 sh
 
$2,660
SNOWFLAKE INC CL A Stock
10,000 sh
 
$2,418
MasterCard, Inc.
0 sh
-195,000 sh
-100%
$0
-$69,430
DISNEY WALT CO COM DISNEY
0 sh
-360,000 sh
-100%
$0
-$66,427
Booking Holdings Inc
0 sh
-25,000 sh
-100%
$0
-$58,246
LIVE NATION ENTERTAINMENT IN
0 sh
-500,000 sh
-100%
$0
-$42,325
CME GROUP INC
0 sh
-200,000 sh
-100%
$0
-$40,846
ANTHEM INC
0 sh
-110,000 sh
-100%
$0
-$39,485
UBER TECHNOLOGIES INC
0 sh
-630,000 sh
-100%
$0
-$34,341
Synchrony Financial
0 sh
-800,000 sh
-100%
$0
-$32,528
GAP INC
0 sh
-700,000 sh
-100%
$0
-$20,846
Lyft Inc
0 sh
-325,000 sh
-100%
$0
-$20,534
LAUDER ESTEE COS INC
0 sh
-60,000 sh
-100%
$0
-$17,451
RESTAURANT BRANDS INTL INC COM
0 sh
-250,000 sh
-100%
$0
-$16,250
INVITAE CORP
0 sh
-400,000 sh
-100%
$0
-$15,284
Intellia Therapeutics Inc
0 sh
-150,000 sh
-100%
$0
-$12,038
TRIPADVISOR INC
0 sh
-25,000 sh
-100%
$0
-$1,345