James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 18 security holdings in their (2022 Q3) SEC 13F filing(s) with portfolio value of $480,908,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 30 Sep 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (21.62%), (TSLA) TESLA INC (18.20%), (MSFT) MICROSOFT CORP (9.44%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (6.94%) and (FND) FLOOR & DECOR HOLDINGS INC-A (5.11%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $480M+
Period: 2022 Q3
Number of stock: 18
Update: 14 Nov 2022
ALGN
1.72%
40,000
$207.10
36.42% $282.53
$8,284,000
buy
+1.72%
GOOGL
3.58%
180,000
$95.65
5.00% $100.43
$17,217,000
-59.09% (-260,000)
-5.17%
AMZN
21.62%
920,000
$113.00
6.95% $105.15
$103,960,000
ANTM
3.78%
40,000
$454.25
6.24% $482.58
$18,170,000
-38.46% (-25,000)
-2.36%
AZPN
0.87%
17,518
$238.21
13.18% $206.82
$4,173,000
BRK.B
6.94%
125,000
$267.02
16.31% $310.57
$33,378,000
-54.55% (-150,000)
-8.33%
BKNG
2.73%
8,000
$1,643.25
48.84% $2,445.74
$13,146,000
buy
+2.73%
CRWD
2.57%
75,000
$164.81
32.95% $110.50
$12,361,000
FISV
2.92%
150,000
$93.57
15.59% $108.16
$14,036,000
buy
+2.92%
FND
5.11%
350,000
$70.26
35.74% $95.37
$24,591,000
+483.33% (+290,000)
+4.24%
KLAC
3.15%
50,000
$302.64
35.40% $409.77
$15,132,000
buy
+3.15%
MA
3.25%
55,000
$284.35
31.56% $374.08
$15,639,000
-28.57% (-22,000)
-1.30%
MSFT
9.44%
195,000
$232.90
8.52% $252.75
$45,416,000
-17.02% (-40,000)
-1.94%
MSI
3.49%
75,000
$223.97
15.98% $259.77
$16,798,000
+275.00% (+55,000)
+2.56%
PYPL
2.33%
130,000
$86.07
3.67% $82.91
$11,189,000
buy
+2.33%
RH
RH
3.84%
75,000
$246.07
31.67% $323.99
$18,455,000
+275.00% (+55,000)
+2.81%
TSLA
18.20%
330,000
$265.25
31.61% $181.41
$87,533,000
UNP
4.46%
110,000
$194.82
6.73% $207.93
$21,430,000
-42.11% (-80,000)
-3.24%
18 of 18

Completely sold out

NVST
150,000
-1.20%
GLD
110,000
-3.85%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.