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Hitchwood Capital Management LP Buys Affirm Holdings Inc, Salesforce.com Inc, Motorola Solutions Inc, Sells Applied Materials Inc, Farfetch, Coinbase Global Inc

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Nov 15, 2021
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New York, NY, based Investment company Hitchwood Capital Management LP (Current Portfolio) buys Affirm Holdings Inc, Salesforce.com Inc, Motorola Solutions Inc, Roblox Corp, Etsy Inc, sells Applied Materials Inc, Farfetch, Coinbase Global Inc, Meta Platforms Inc, Boeing Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Hitchwood Capital Management LP. As of 2021Q3, Hitchwood Capital Management LP owns 63 stocks with a total value of $3.5 billion. These are the details of the buys and sells.

For the details of Hitchwood Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/hitchwood+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Hitchwood Capital Management LP
  1. S&P 500 ETF TRUST ETF (SPY) - 842,000 shares, 10.43% of the total portfolio.
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 675,000 shares, 6.98% of the total portfolio.
  3. Amazon.com Inc (AMZN) - 61,000 shares, 5.79% of the total portfolio.
  4. HubSpot Inc (HUBS) - 200,000 shares, 3.90% of the total portfolio.
  5. Align Technology Inc (ALGN) - 200,000 shares, 3.84% of the total portfolio.
New Purchase: Affirm Holdings Inc (AFRM)

Hitchwood Capital Management LP initiated holding in Affirm Holdings Inc. The purchase prices were between $55.86 and $128.37, with an estimated average price of $79.94. The stock is now traded at around $145.870000. The impact to a portfolio due to this purchase was 2.2%. The holding were 640,000 shares as of 2021-09-30.

New Purchase: Salesforce.com Inc (CRM)

Hitchwood Capital Management LP initiated holding in Salesforce.com Inc. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $304.690000. The impact to a portfolio due to this purchase was 1.68%. The holding were 215,000 shares as of 2021-09-30.

New Purchase: Motorola Solutions Inc (MSI)

Hitchwood Capital Management LP initiated holding in Motorola Solutions Inc. The purchase prices were between $216.6 and $246.44, with an estimated average price of $232.06. The stock is now traded at around $251.780000. The impact to a portfolio due to this purchase was 1.51%. The holding were 225,515 shares as of 2021-09-30.

New Purchase: Etsy Inc (ETSY)

Hitchwood Capital Management LP initiated holding in Etsy Inc. The purchase prices were between $178.36 and $226.98, with an estimated average price of $202.97. The stock is now traded at around $276.570000. The impact to a portfolio due to this purchase was 1.08%. The holding were 180,000 shares as of 2021-09-30.

New Purchase: RH (RH)

Hitchwood Capital Management LP initiated holding in RH. The purchase prices were between $651.88 and $738.52, with an estimated average price of $688.15. The stock is now traded at around $645.760000. The impact to a portfolio due to this purchase was 1.06%. The holding were 55,000 shares as of 2021-09-30.

New Purchase: Datadog Inc (DDOG)

Hitchwood Capital Management LP initiated holding in Datadog Inc. The purchase prices were between $103.48 and $148.69, with an estimated average price of $126.16. The stock is now traded at around $188.520000. The impact to a portfolio due to this purchase was 0.84%. The holding were 205,000 shares as of 2021-09-30.

Added: Roblox Corp (RBLX)

Hitchwood Capital Management LP added to a holding in Roblox Corp by 260.00%. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $105.900000. The impact to a portfolio due to this purchase was 1.13%. The holding were 720,000 shares as of 2021-09-30.

Added: Unity Software Inc (U)

Hitchwood Capital Management LP added to a holding in Unity Software Inc by 314.29%. The purchase prices were between $96.71 and $142.52, with an estimated average price of $118.43. The stock is now traded at around $202.680000. The impact to a portfolio due to this purchase was 0.8%. The holding were 290,000 shares as of 2021-09-30.

Added: AppLovin Corp (APP)

Hitchwood Capital Management LP added to a holding in AppLovin Corp by 185.00%. The purchase prices were between $55.88 and $79.47, with an estimated average price of $68.2. The stock is now traded at around $104.850000. The impact to a portfolio due to this purchase was 0.77%. The holding were 570,000 shares as of 2021-09-30.

Added: DoorDash Inc (DASH)

Hitchwood Capital Management LP added to a holding in DoorDash Inc by 25.00%. The purchase prices were between $167.33 and $222.91, with an estimated average price of $191.19. The stock is now traded at around $244.240000. The impact to a portfolio due to this purchase was 0.36%. The holding were 300,000 shares as of 2021-09-30.

Sold Out: Applied Materials Inc (AMAT)

Hitchwood Capital Management LP sold out a holding in Applied Materials Inc. The sale prices were between $127.2 and $144.09, with an estimated average price of $135.81.

Sold Out: Boeing Co (BA)

Hitchwood Capital Management LP sold out a holding in Boeing Co. The sale prices were between $206.99 and $239.73, with an estimated average price of $223.15.

Sold Out: Charter Communications Inc (CHTR)

Hitchwood Capital Management LP sold out a holding in Charter Communications Inc. The sale prices were between $701.37 and $821.01, with an estimated average price of $759.13.

Sold Out: Take-Two Interactive Software Inc (TTWO)

Hitchwood Capital Management LP sold out a holding in Take-Two Interactive Software Inc. The sale prices were between $145.25 and $178.97, with an estimated average price of $162.18.

Sold Out: CVS Health Corp (CVS)

Hitchwood Capital Management LP sold out a holding in CVS Health Corp. The sale prices were between $80.05 and $87.47, with an estimated average price of $83.8.

Sold Out: T-Mobile US Inc (TMUS)

Hitchwood Capital Management LP sold out a holding in T-Mobile US Inc. The sale prices were between $124.9 and $149.41, with an estimated average price of $139.34.



Here is the complete portfolio of Hitchwood Capital Management LP. Also check out:

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3. Hitchwood Capital Management LP's High Yield stocks
4. Stocks that Hitchwood Capital Management LP keeps buying
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