Hitchwood Capital Management LP current holdings: USA Stocks
Hitchwood Capital Management LP reported $2.33 billion in share positions in stocks (listed in the US), 21 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are COR, AMZN, META.
- COR: Country of operation United States; Class COM; Shares 4,000,000; Value $323,120,000.
- AMZN: Country of operation United States; Class COM; Shares 280,000; Value $234,447,000.
- META: Country of operation United States; Class CL A; Shares 1,700,000; Value $218,059,000.
- SHW: Country of operation United States; Class COM; Shares 640,000; Value $177,062,000.
Form 13F-HR as filed (SEC CIK 1611613): quarter ended 2016-09-30, filed 2016-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
COR
AMERISOURCEBERGEN CORP | United States | COM | 4,000,000 | $323,120,000 | 13.29% | 2016-09-30 | 2016-11-14 | +280.79% |
|---|
AMZN
AMAZON COM INC | United States | COM | 280,000 | $234,447,000 | 9.64% | 2016-09-30 | 2016-11-14 | +489.13% |
|---|
META
FACEBOOK INC | United States | CL A | 1,700,000 | $218,059,000 | 8.97% | 2016-09-30 | 2016-11-14 | +475.96% |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 640,000 | $177,062,000 | 7.28% | 2016-09-30 | 2016-11-14 | +258.32% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 210,000 | $168,853,000 | 6.95% | 2016-09-30 | 2016-11-14 | +748.06% |
|---|
V
VISA INC | United States | COM CL A | 2,000,000 | $165,400,000 | 6.80% | 2016-09-30 | 2016-11-14 | +342.42% |
|---|
TAP
MOLSON COORS BREWING CO | | CL B | 1,200,000 | $131,760,000 | 5.42% | 2016-09-30 | 2016-11-14 | -67.20% |
|---|
CHTR
CHARTER COMMUNICATIONS INC N | United States | CL A | 475,000 | $128,236,000 | 5.27% | 2016-09-30 | 2016-11-14 | -59.01% |
|---|
MHK
MOHAWK INDS INC | United States | COM | 600,000 | $120,204,000 | 4.94% | 2016-09-30 | 2016-11-14 | -37.69% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,000,000 | $113,330,000 | 4.66% | 2016-09-30 | 2016-11-14 | +47.67% |
|---|
ASH
ASHLAND GLOBAL HLDGS INC | United States | COM | 750,000 | $86,963,000 | 3.58% | 2016-09-30 | 2016-11-14 | +20.64% |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 900,000 | $73,026,000 | 3.00% | 2016-09-30 | 2016-11-14 | +182.57% |
|---|
DHR
DANAHER CORP DEL | United States | COM | 900,000 | $70,551,000 | 2.90% | 2016-09-30 | 2016-11-14 | +225.38% |
|---|
SABR
SABRE CORP | United States | COM | 2,500,000 | $70,450,000 | 2.90% | 2016-09-30 | 2016-11-14 | -92.44% |
|---|
MCK
MCKESSON CORP | United States | COM | 420,000 | $70,035,000 | 2.88% | 2016-09-30 | 2016-11-14 | +418.63% |
|---|
QSR
RESTAURANT BRANDS INTL INC | | COM | 1,400,000 | $62,412,000 | 2.57% | 2016-09-30 | 2016-11-14 | +60.34% |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 300,000 | $44,043,000 | 1.81% | 2016-09-30 | 2016-11-14 | — split 2026-07-20, ratio not on file |
|---|
VMC
VULCAN MATLS CO | United States | COM | 200,000 | $22,746,000 | 0.94% | 2016-09-30 | 2016-11-14 | +113.44% |
|---|
CPRT
COPART INC | United States | COM | 401,000 | $21,478,000 | 0.88% | 2016-09-30 | 2016-11-14 | +305.07% |
|---|
SHOP
SHOPIFY INC | | CL A | 305,000 | $13,091,000 | 0.54% | 2016-09-30 | 2016-11-14 | +3355.94% |
|---|
CRM
SALESFORCE COM INC | United States | COM | 150,000 | $10,700,000 | 0.44% | 2016-09-30 | 2016-11-14 | +215.87% |
|---|
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