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Hitchwood Capital Management LP 13F filings

Manager(s): James Warby Crichton

Holdings as of 2021-09-30

Filed on 2021-11-15 under CIK 1611613

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

Put options for 842,000 sh
-2,314,000 sh
-73%
$361,336
-$989,621
INVESCO QQQ TR UNIT SER 1

Put options for 675,000 sh
-2,555,000 sh
-79%
$241,623
-$903,186
AMAZON COM INC
61,000 sh
 
$200,387
HUBSPOT INC
200,000 sh
 
$135,218
ALIGN TECHNOLOGY INC
200,000 sh
 
$133,086
SNAP INC
1,800,000 sh
 
$132,966
SQUARE INC
550,000 sh
 
$131,912
SEA LTD SPONSORED ADS
385,000 sh
 
$122,711
MERCADOLIBRE INC COM
57,500 sh
 
$96,566
Netflix Inc
140,000 sh
 
$85,448
Tesla Inc
110,000 sh
 
$85,303
Peloton Interactive Inc Cl A
950,000 sh
 
$82,698
AFFIRM HLDGS INC
640,000 sh
640,000 sh
NEW
$76,243
$76,243
BILL COM HLDGS INC
280,000 sh
 
$74,746
Facebook, Inc.
210,000 sh
-95,000 sh
-31%
$71,272
-$34,780
SHOPIFY INC CL A
52,000 sh
2,000 sh
4%
$70,501
-$2,548
MICROSOFT CORP
250,000 sh
 
$70,480
Paypal Hldgs Inc.
250,000 sh
 
$65,053
DOORDASH INC
300,000 sh
60,000 sh
25%
$61,794
$18,995
Salesforce.com
215,000 sh
215,000 sh
NEW
$58,312
$58,312
CLOUDFLARE INC
500,000 sh
 
$56,325
ROBLOX CORP
720,000 sh
520,000 sh
260%
$54,396
$36,400
Zillow Group, Inc. Class C
595,000 sh
 
$52,443
MOTOROLA SOLUTIONS INC
225,515 sh
225,515 sh
NEW
$52,392
$52,392
AIRBNB INC
300,000 sh
-50,000 sh
-14%
$50,325
-$3,274
Paycom Software
95,000 sh
10,000 sh
12%
$47,096
$16,201
SPOTIFY TECHNOLOGY S A SHS
200,000 sh
 
$45,068
CROWDSTRIKE HLDGS
180,000 sh
 
$44,240
APPLOVIN CL A ORD
570,000 sh
370,000 sh
185%
$41,251
$26,217
Teladoc, Inc.
320,000 sh
 
$40,579
GUARDANT HEALTH INC
320,000 sh
 
$40,003
ROKU INC CL A
125,000 sh
 
$39,169
Twilio Inc Cl A
120,000 sh
 
$38,286
Etsy, Inc.
180,000 sh
180,000 sh
NEW
$37,433
$37,433
RH COM
55,000 sh
55,000 sh
NEW
$36,680
$36,680
UNITY SOFTWARE INC COM
290,000 sh
220,000 sh
314%
$36,613
$28,925
Match Group Inc
202,841 sh
 
$31,844
Alphabet Inc., Cl. A
11,000 sh
 
$29,409
Datadog, Inc.
205,000 sh
205,000 sh
NEW
$28,977
$28,977
PROCORE TECHNOLOGIES INC
320,000 sh
320,000 sh
NEW
$28,589
$28,589
DEXCOM INC
45,000 sh
45,000 sh
NEW
$24,609
$24,609
OKTA INC
100,000 sh
 
$23,734
BILIBILI INC SPONS ADS REP Z
300,000 sh
 
$19,851
DIGITALOCEAN HLDGS INC
250,000 sh
250,000 sh
NEW
$19,408
$19,408
DOCUSIGN INC
75,000 sh
 
$19,307
FASTLY INC CL A
440,000 sh
 
$17,794
CAREDX INC
250,000 sh
 
$15,843
GLOBAL E ONLINE LTD SHS
215,000 sh
215,000 sh
NEW
$15,437
$15,437
Coupa Software Incorporated
70,000 sh
-55,000 sh
-44%
$15,343
-$17,421
CARVANA CO
50,000 sh
-55,000 sh
-52%
$15,077
-$16,614
STITCH FIX INC
375,000 sh
 
$14,981
AUTODESK INC
50,000 sh
-90,000 sh
-64%
$14,259
-$26,607
BENTLEY SYSTEMS CL B ORD
150,000 sh
 
$9,096
The RealReal Inc.
650,000 sh
 
$8,567
ENGAGESMART INC
251,000 sh
251,000 sh
NEW
$8,549
$8,549
DLOCAL LTD CLASS A COM
137,890 sh
137,890 sh
NEW
$7,523
$7,523
Coinbase Global Inc
30,000 sh
-155,000 sh
-84%
$6,824
-$40,037
CHEGG INC
100,000 sh
-200,000 sh
-67%
$6,802
-$18,131
JUMIA TECHNOLOGIES AG SPONSORED ADS
200,000 sh
 
$3,718
SNOWFLAKE INC CL A
10,000 sh
 
$3,024
NIO INC SPON ADS
50,000 sh
 
$1,782
FARFETCH LTD ORD SH CL A
40,000 sh
-1,110,000 sh
-97%
$1,499
-$56,415
LEMONADE INC
20,000 sh
-125,000 sh
-86%
$1,340
-$14,524
APPLIED MATLS INC
0 sh
-450,000 sh
-100%
$0
-$64,080
BOEING CO
0 sh
-130,000 sh
-100%
$0
-$31,143
Charter Communications, Inc.
0 sh
-43,000 sh
-100%
$0
-$31,022
TAKE-TWO INTERACTIVE SOFTWAR
0 sh
-170,000 sh
-100%
$0
-$30,093
CVS HEALTH CORP
0 sh
-360,000 sh
-100%
$0
-$30,038
T MOBILE US INC
0 sh
-170,000 sh
-100%
$0
-$24,621
STONECO LTD COM CL A
0 sh
-350,000 sh
-100%
$0
-$23,471
AXALTA COATING SYS LTD
0 sh
-675,000 sh
-100%
$0
-$20,581
ALLIANCE DATA SYSTEMS CORP
0 sh
-176,161 sh
-100%
$0
-$18,354
Activision Blizzard, Inc.
0 sh
-170,000 sh
-100%
$0
-$16,225
FUTU HLDGS LTD SPON ADS CL A
0 sh
-75,000 sh
-100%
$0
-$13,432
BOSTON BEER INC
0 sh
-11,967 sh
-100%
$0
-$12,216
FIVERR INTL LTD ORD SHS
0 sh
-35,000 sh
-100%
$0
-$8,487
WELLS FARGO CO NEW COM
0 sh
-110,000 sh
-100%
$0
-$4,982
GENERAL ELECTRIC CO
0 sh
-355,000 sh
-100%
$0
-$4,778