James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 19 security holdings in their (2023 Q1) SEC 13F filing(s) with portfolio value of $183,779,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 31 Mar 2023, the top 5 holdings are (TSLA) TESLA INC (12.42%), (FND) FLOOR & DECOR HOLDINGS INC-A (9.35%), (MSFT) MICROSOFT CORP (8.63%), (AMZN) AMAZONCOM INC (8.43%) and (META) META PLATFORMS INC-CLASS A (7.50%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $183M+
Period: 2023 Q1
Number of stock: 19
Update: 12 May 2023
AMD
4.27%
80,000
$98.01
21.89% $119.47
$7,841,000
buy
+4.27%
ABNB
5.42%
80,000
$124.40
9.84% $112.16
$9,952,000
buy
+5.42%
AMZN
8.43%
150,000
$103.29
18.86% $122.77
$15,494,000
-83.15% (-740,000)
-41.59%
AMAT
4.68%
70,000
$122.83
9.77% $134.83
$8,598,000
buy
+4.68%
ANET
3.20%
35,000
$167.86
0.70% $166.68
$5,875,000
buy
+3.20%
BRK.B
6.72%
40,000
$308.78
4.65% $323.12
$12,351,000
-57.89% (-55,000)
-9.24%
BKNG
5.77%
4,000
$2,652.50
3.86% $2,550.00
$10,610,000
-20.00% (-1,000)
-1.44%
FND
9.35%
175,000
$98.22
5.86% $92.47
$17,189,000
-28.57% (-70,000)
-3.74%
HLN
6.20%
1,400,000
$8.14
-
$11,396,000
-17.65% (-300,000)
-1.33%
KLAC
4.34%
20,000
$399.15
13.37% $452.53
$7,983,000
-50.00% (-20,000)
-4.34%
META
7.50%
65,000
$211.94
28.63% $272.61
$13,776,000
buy
+7.50%
MSFT
8.63%
55,000
$288.31
15.36% $332.58
$15,857,000
-62.07% (-90,000)
-14.12%
PCOR
0.68%
20,000
$62.65
1.25% $61.87
$1,253,000
buy
+0.68%
RH
RH
1.33%
10,000
$243.60
0.43% $244.64
$2,436,000
-50.00% (-10,000)
-1.33%
SHOP
0.39%
15,000
$47.93
20.88% $57.94
$719,000
buy
+0.39%
SPOT
2.54%
35,000
$133.63
15.18% $153.92
$4,677,000
buy
+2.54%
TSLA
12.42%
110,000
$207.46
0.03% $207.52
$22,821,000
-66.67% (-220,000)
-24.84%
TW
6.45%
150,000
$79.02
13.95% $68.00
$11,853,000
buy
+6.45%
WDAY
1.69%
15,000
$206.53
4.25% $215.31
$3,098,000
buy
+1.69%
19 of 19

Completely sold out

GOOGL
10,000
-0.48%
ANTM
40,000
-11.17%
AZPN
17,518
-1.96%
AZTA
120,000
-3.80%
CRWD
75,000
-4.30%
XLE
70,000
-3.33%
FISV
130,000
-7.15%
MA
45,000
-8.51%
MSI
50,000
-7.01%
UNP
60,000
-6.76%

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.