Hitchwood Capital Management LP Closed Holding Positions

Hitchwood Capital Management LP

$184 Million
Q1 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
TWLO Twilio Inc Communication Services	Q4 2021 Filed on Feb 14, 2022	120,000	$248.17 - $369.23 $29.8M - $44.3M
NIO Nio Inc. Consumer Cyclical	Q4 2021 Filed on Feb 14, 2022	50,000	$28.16 - $43.2 $1.41M - $2.16M
SNOW Snowflake Inc. Technology	Q4 2021 Filed on Feb 14, 2022	10,000	$294.68 - $401.89 $2.95M - $4.02M
BILI Bilibili Inc. Communication Services	Q4 2021 Filed on Feb 14, 2022	300,000	$42.57 - $89.02 $12.8M - $26.7M
CDNA Care Dx, Inc. Healthcare	Q4 2021 Filed on Feb 14, 2022	250,000	$41.2 - $73.6 $10.3M - $18.4M
COIN Coinbase Global, Inc. Technology	Q4 2021 Filed on Feb 14, 2022	30,000	$229.31 - $357.39 $6.88M - $10.7M
LMND Lemonade, Inc. Financial Services	Q4 2021 Filed on Feb 14, 2022	20,000	$39.64 - $72.06 $793K - $1.44M
REAL The Real Real, Inc. Consumer Cyclical	Q4 2021 Filed on Feb 14, 2022	650,000	$10.14 - $16.89 $6.59M - $11M
AFRM Affirm Holdings, Inc. Technology	Q4 2021 Filed on Feb 14, 2022	640,000	$97.37 - $168.52 $62.3M - $108M
DASH Door Dash, Inc. Communication Services	Q4 2021 Filed on Feb 14, 2022	300,000	$144.44 - $245.97 $43.3M - $73.8M
SAM Boston Beer CO Inc Consumer Defensive	Q3 2021 Filed on Nov 15, 2021	11,967	$509.75 - $979.41 $6.1M - $11.7M
CVS Cvs Health Corp Healthcare	Q3 2021 Filed on Nov 15, 2021	360,000	$80.05 - $87.47 $28.8M - $31.5M
BFH Bread Financial Holdings, Inc. Financial Services	Q3 2021 Filed on Nov 15, 2021	176,161	$71.67 - $85.51 $12.6M - $15.1M
FVRR Fiverr International Ltd. Communication Services	Q3 2021 Filed on Nov 15, 2021	35,000	$161.38 - $258.6 $5.65M - $9.05M
ATVI Activision Blizzard, Inc. Communication Services	Q3 2021 Filed on Nov 15, 2021	170,000	$72.81 - $94.4 $12.4M - $16M
TTWO Take Two Interactive Software Inc Communication Services	Q3 2021 Filed on Nov 15, 2021	170,000	$145.25 - $178.97 $24.7M - $30.4M
General Electric CO	Q3 2021 Filed on Nov 15, 2021	355,000	N/A
STNE Stone Co Ltd. Technology	Q3 2021 Filed on Nov 15, 2021	350,000	$34.68 - $69.91 $12.1M - $24.5M
WFC Wells Fargo & Company Financial Services	Q3 2021 Filed on Nov 15, 2021	110,000	$42.32 - $51.15 $4.66M - $5.63M
FUTU Futu Holdings LTD Financial Services	Q3 2021 Filed on Nov 15, 2021	75,000	$86.3 - $162.2 $6.47M - $12.2M
AXTA Axalta Coating Systems Ltd. Basic Materials	Q3 2021 Filed on Nov 15, 2021	675,000	$27.91 - $31.89 $18.8M - $21.5M
CHTR Charter Communications, Inc. Communication Services	Q3 2021 Filed on Nov 15, 2021	43,000	$701.37 - $821.01 $30.2M - $35.3M
BA Boeing CO Industrials	Q3 2021 Filed on Nov 15, 2021	130,000	$206.99 - $239.73 $26.9M - $31.2M
TMUS T Mobile Us, Inc. Communication Services	Q3 2021 Filed on Nov 15, 2021	170,000	$124.9 - $149.41 $21.2M - $25.4M
NTLA Intellia Therapeutics, Inc. Healthcare	Q2 2021 Filed on Aug 16, 2021	150,000	$60.88 - $161.91 $9.13M - $24.3M
EL Estee Lauder Companies Inc Consumer Defensive	Q2 2021 Filed on Aug 16, 2021	60,000	$288.93 - $318.08 $17.3M - $19.1M
SYF Synchrony Financial Financial Services	Q2 2021 Filed on Aug 16, 2021	800,000	$39.57 - $50.8 $31.7M - $40.6M
CME Cme Group Inc. Financial Services	Q2 2021 Filed on Aug 16, 2021	200,000	$201.02 - $218.85 $40.2M - $43.8M
DIS Walt Disney CO Communication Services	Q2 2021 Filed on Aug 16, 2021	360,000	$169.27 - $189.73 $60.9M - $68.3M
GPS Gap Inc Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	700,000	$29.95 - $36.33 $21M - $25.4M
LYV Live Nation Entertainment, Inc. Communication Services	Q2 2021 Filed on Aug 16, 2021	500,000	$75.12 - $92.6 $37.6M - $46.3M
LYFT Lyft, Inc. Technology	Q2 2021 Filed on Aug 16, 2021	325,000	$46.02 - $64.64 $15M - $21M
TRIP Trip Advisor, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	25,000	$39.78 - $56.79 $995K - $1.42M
QSR Restaurant Brands International Inc. Consumer Cyclical	Q2 2021 Filed on Aug 16, 2021	250,000	$64.42 - $70.47 $16.1M - $17.6M
UBER Uber Technologies, Inc Technology	Q2 2021 Filed on Aug 16, 2021	630,000	$43.81 - $60.74 $27.6M - $38.3M
NVTA Invitae Corp Healthcare	Q2 2021 Filed on Aug 16, 2021	400,000	$26.09 - $40.4 $10.4M - $16.2M
BABA Alibaba Group Holding LTD Consumer Cyclical	Q1 2021 Filed on May 17, 2021	255,000	$222.72 - $270.83 $56.8M - $69.1M
ZM Zoom Video Communications, Inc. Technology	Q1 2021 Filed on May 17, 2021	82,000	$308.39 - $444.51 $25.3M - $36.4M
CMPS Compass Pathways PLC Healthcare	Q1 2021 Filed on May 17, 2021	100,000	$34.75 - $57.5 $3.48M - $5.75M
CRSP Crispr Therapeutics Ag Healthcare	Q1 2021 Filed on May 17, 2021	75,000	$110.72 - $210.04 $8.3M - $15.8M
SHW Sherwin Williams CO Basic Materials	Q1 2021 Filed on May 17, 2021	90,000	$219.85 - $253.01 $19.8M - $22.8M
Lightspeed Pos Inc	Q1 2021 Filed on May 17, 2021	350,000	N/A
LAZR Luminar Technologies, Inc. Consumer Cyclical	Q1 2021 Filed on May 17, 2021	700,000	$21.75 - $37.73 $15.2M - $26.4M
PDD Pinduoduo Inc. Consumer Cyclical	Q1 2021 Filed on May 17, 2021	180,000	$124.18 - $202.82 $22.4M - $36.5M
TPGY Tpg Pace Beneficial Finance Corp. Financial Services	Q1 2021 Filed on May 17, 2021	600,000	$16.12 - $31.57 $9.67M - $18.9M
ILMN Illumina, Inc. Healthcare	Q1 2021 Filed on May 17, 2021	100,000	$361.28 - $504.76 $36.1M - $50.5M
PAGS Pag Seguro Digital Ltd. Technology	Q1 2021 Filed on May 17, 2021	400,000	$44.3 - $61.92 $17.7M - $24.8M
NVDA Nvidia Corp Technology	Q1 2021 Filed on May 17, 2021	25,000	$115.93 - $153.3 $2.9M - $3.83M
LQD Ishares Iboxx $ Investment Gra ETFs	Q1 2021 Filed on May 17, 2021	3,600,000	$128.44 - $137.43 $462M - $495M
TLT Ishares Barclays 20+ Year Trea ETFs	Q4 2020 Filed on Feb 16, 2021	5,030,000	$155.16 - $163.36 $780M - $822M

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