Hitchwood Capital Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$3.1M	Buy	+15,000	New	+$2.73M	1.69%	16
2019 Q4	–	Sell	-62,120	Closed	-$10.6M	–	57
2019 Q3	$10.6M	Sell	62,120 -133,940	-68%	-$25.9M	0.48%	41
2019 Q2	$40.3M	Sell	196,060 -203,940	-51%	-$41.2M	0.69%	33
2019 Q1	$77.1M	Buy	400,000 +253,000	+172%	+$46M	1.11%	14
2018 Q4	$23.5M	Sell	147,000 -553,000	-79%	-$78.3M	0.44%	9
2018 Q3	$102M	Buy	+700,000	New	+$97.3M	1.44%	5
2018 Q2	–	Sell	-850,000	Closed	-$108M	–	51
2018 Q1	$108M	Buy	850,000 +450,000	+113%	+$55.1M	5.25%	3
2017 Q4	$40.7M	Buy	400,000 +200,000	+100%	+$21.4M	1.53%	29
2017 Q3	$21.1M	Buy	+200,000	New	+$20.6M	0.9%	35
2015 Q2	–	Sell	-280,000	Closed	-$23.6M	–	44
2015 Q1	$23.6M	Buy	+280,000	New	+$23.7M	1.26%	25