StockDriftsStockDriftsTop 19 Hitchwood Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | Tesla Inc | 12.42% | 110.0K | $23K | -66.67%(-220.00K) | — | 2023-03-31 | |
| FND | Floor & Decor Holdings Inc | 9.35% | 175.0K | $17K | -28.57%(-70.00K) | — | 2023-03-31 | |
| MSFT | Microsoft Corp | 8.63% | 55.0K | $16K | -62.07%(-90.00K) | — | 2023-03-31 | |
| AMZN | Amazon.com Inc | 8.43% | 150.0K | $15K | -83.15%(-740.00K) | — | 2023-03-31 | |
| META | Meta Platforms Inc | 7.5% | 65.0K | $14K | new | — | 2023-03-31 | |
| BRKB | Berkshire Hathaway Inc | 6.72% | 40.0K | $12K | -57.89%(-55.00K) | — | 2023-03-31 | |
| TW | Tradeweb Markets Inc | 6.45% | 150.0K | $12K | new | — | 2023-03-31 | |
| HLN | HALEON PLC | 6.2% | 1.40M | $11K | -17.65%(-300.00K) | — | 2023-03-31 | |
| BKNG | Booking Holdings Inc | 5.77% | 4.0K | $11K | -20.00%(-1.00K) | — | 2023-03-31 | |
| ABNB | Airbnb Inc | 5.42% | 80.0K | $10K | new | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hitchwood Capital Management Lp reports $183.78K in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (12.4%), FND (9.3%) and MSFT (8.6%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hitchwood Capital Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1611613). View Hitchwood Capital Management Lp’s 13F filings on SEC