Hitchwood Capital Management LP Portfolio Holdings by Sector

Hitchwood Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$22,821 12.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$20,562 11.19% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$18,453 10.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$17,189 9.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$16,581 9.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$15,857 8.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$15,494 8.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$12,351 6.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$11,853 6.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN 1 stocks	$11,396 6.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$7,841 4.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$5,875 3.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology WDAY PCOR SHOP 3 stocks	$5,070 2.76% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical RH 1 stocks	$2,436 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts

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