Hitchwood Capital Management LP 13F 持仓 · 最近申报 2023年Q1
Hitchwood Capital Management 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 1.84 亿美元。前几大持仓：TSLA（12.42%）、FND（9.35%）、MSFT（8.63%）。本季前 25 大持仓中：新建仓 10 只、减持 9 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | $22.8M | 12.42% | 110,000 | 减持 |
| 2 | FND | Floor & Decor Holdings Inc | $17.2M | 9.35% | 175,000 | 减持 |
| 3 | MSFT | Microsoft Corp | $15.9M | 8.63% | 55,000 | 减持 |
| 4 | AMZN | Amazon.com Inc | $15.5M | 8.43% | 150,000 | 减持 |
| 5 | META | Meta Platforms Inc | $13.8M | 7.50% | 65,000 | 新建仓 |
| 6 | BRKB | Berkshire Hathaway Inc | $12.4M | 6.72% | 40,000 | 减持 |
| 7 | TW | Tradeweb Markets Inc | $11.9M | 6.45% | 150,000 | 新建仓 |
| 8 | HLN | HALEON PLC | $11.4M | 6.20% | 1.4M | 减持 |
| 9 | BKNG | Booking Holdings Inc | $10.6M | 5.77% | 4,000 | 减持 |
| 10 | ABNB | Airbnb Inc | $10.0M | 5.42% | 80,000 | 新建仓 |
| 11 | AMAT | Applied Materials Inc | $8.6M | 4.68% | 70,000 | 新建仓 |
| 12 | KLAC | KLA Corp | $8.0M | 4.34% | 20,000 | 减持 |
| 13 | AMD | Advanced Micro Devices Inc | $7.8M | 4.27% | 80,000 | 新建仓 |
| 14 | ANET | Arista Networks Inc | $5.9M | 3.20% | 35,000 | 新建仓 |
| 15 | SPOT | Spotify Technology SA | $4.7M | 2.54% | 35,000 | 新建仓 |
| 16 | WDAY | Workday Inc | $3.1M | 1.69% | 15,000 | 新建仓 |
| 17 | RH | RH | $2.4M | 1.33% | 10,000 | 减持 |
| 18 | PCOR | Procore Technologies Inc | $1.3M | 0.68% | 20,000 | 新建仓 |
| 19 | SHOP | Shopify Inc | $719,000 | 0.39% | 15,000 | 新建仓 |
| 20 | AZPN | Aspen Technology Inc | $0 | 0.00% | 0 | 清仓 |
| 21 | AZTA | Azenta Inc | $0 | 0.00% | 0 | 清仓 |
| 22 | CRWD | CrowdStrike Holdings Inc | $0 | 0.00% | 0 | 清仓 |
| 23 | ELV | Elevance Health Inc | $0 | 0.00% | 0 | 清仓 |
| 24 | FISV | Fiserv Inc | $0 | 0.00% | 0 | 清仓 |
| 25 | GOOGL | Alphabet Inc | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR