Hitchwood Capital Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-275,000	Closed	-$29.9M	–	52
2018 Q3	$29.9M	Sell	275,000 -125,000	-31%	-$13.6M	0.42%	37
2018 Q2	$30.7M	Sell	400,000 -700,000	-64%	-$53.8M	0.96%	23
2018 Q1	$80.3M	Buy	+1,100,000	New	+$80.3M	3.91%	5