Filed: 11/14/2022ACC: 0001172661-22-002446
📋 What this filing means
HITCHWOOD CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $480.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$480.9K
Total AUM (reported)
2.93M
Total Shares
Allocation by class
COM$345.8K71.9%
CL A$52.6K10.9%
CL B NEW$33.4K6.9%
COM NEW$31.9K6.6%
CAP STK CL A$17.2K3.6%
Portfolio Concentration
Top 3$236.9K49.3%
4–10$150.0K31.2%
11–25$94.0K19.5%
Top 3 weight
49.3%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Sole
Full voting authority
2.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other18
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
AMAZON COM INC
OTRShares920K
TypeSH
Market value$104.0K
21.62%
Sole
920K
Shared
0.00
None
0.00
TESLA INC
OTRShares330K
TypeSH
Market value$87.5K
18.20%
Sole
330K
Shared
0.00
None
0.00
MICROSOFT CORP
OTRShares195K
TypeSH
Market value$45.4K
9.44%
Sole
195K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
OTRShares125K
TypeSH
Market value$33.4K
6.94%
Sole
125K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
OTRShares350K
TypeSH
Market value$24.6K
5.11%
Sole
350K
Shared
0.00
None
0.00
UNION PAC CORP
OTRShares110K
TypeSH
Market value$21.4K
4.46%
Sole
110K
Shared
0.00
None
0.00
RH
OTRShares75K
TypeSH
Market value$18.5K
3.84%
Sole
75K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
OTRShares40K
TypeSH
Market value$18.2K
3.78%
Sole
40K
Shared
0.00
None
0.00
ALPHABET INC
OTRShares180K
TypeSH
Market value$17.2K
3.58%
Sole
180K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
OTRShares75K
TypeSH
Market value$16.8K
3.49%
Sole
75K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
OTRShares55K
TypeSH
Market value$15.6K
3.25%
Sole
55K
Shared
0.00
None
0.00
KLA CORP
OTRShares50K
TypeSH
Market value$15.1K
3.15%
Sole
50K
Shared
0.00
None
0.00
FISERV INC
OTRShares150K
TypeSH
Market value$14.0K
2.92%
Sole
150K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
OTRShares8K
TypeSH
Market value$13.1K
2.73%
Sole
8K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
OTRShares75K
TypeSH
Market value$12.4K
2.57%
Sole
75K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
OTRShares130K
TypeSH
Market value$11.2K
2.33%
Sole
130K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
OTRShares40K
TypeSH
Market value$8.3K
1.72%
Sole
40K
Shared
0.00
None
0.00
ASPEN TECHNOLOGY INC
OTRShares17.52K
TypeSH
Market value$4.2K
0.87%
Sole
17.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 920K | SH | $104.0K 21.62% | 920K | 0.00 | 0.00 |
TESLA INCOTR | COM | 330K | SH | $87.5K 18.20% | 330K | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 195K | SH | $45.4K 9.44% | 195K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 125K | SH | $33.4K 6.94% | 125K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCOTR | CL A | 350K | SH | $24.6K 5.11% | 350K | 0.00 | 0.00 |
UNION PAC CORPOTR | COM | 110K | SH | $21.4K 4.46% | 110K | 0.00 | 0.00 |
RHOTR | COM | 75K | SH | $18.5K 3.84% | 75K | 0.00 | 0.00 |
ELEVANCE HEALTH INCOTR | COM | 40K | SH | $18.2K 3.78% | 40K | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL A | 180K | SH | $17.2K 3.58% | 180K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCOTR | COM NEW | 75K | SH | $16.8K 3.49% | 75K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDOTR | CL A | 55K | SH | $15.6K 3.25% | 55K | 0.00 | 0.00 |
KLA CORPOTR | COM NEW | 50K | SH | $15.1K 3.15% | 50K | 0.00 | 0.00 |
FISERV INCOTR | COM | 150K | SH | $14.0K 2.92% | 150K | 0.00 | 0.00 |
BOOKING HOLDINGS INCOTR | COM | 8K | SH | $13.1K 2.73% | 8K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCOTR | CL A | 75K | SH | $12.4K 2.57% | 75K | 0.00 | 0.00 |
PAYPAL HLDGS INCOTR | COM | 130K | SH | $11.2K 2.33% | 130K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCOTR | COM | 40K | SH | $8.3K 1.72% | 40K | 0.00 | 0.00 |
ASPEN TECHNOLOGY INCOTR | COM | 17.52K | SH | $4.2K 0.87% | 17.52K | 0.00 | 0.00 |