James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 15 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $503,739,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 30 Jun 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (19.40%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (14.90%), (TSLA) TESLA INC (14.71%), (MSFT) MICROSOFT CORP (11.98%) and (GOOGL) ALPHABET INC-CL A (9.52%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $503M+
Period: 2022 Q2
Number of stock: 15
Update: 15 Aug 2022
GOOGL
9.52%
440,000
$108.96
9.38% $98.74
$47,944,000
-26.67% (-160,000)
-3.46%
AMZN
19.40%
920,000
$106.21
7.13% $113.78
$97,713,000
ANTM
6.23%
65,000
$482.58
0.00% $482.58
$31,368,000
-27.78% (-25,000)
-2.40%
AZPN
0.64%
17,518
$183.70
20.93% $222.15
$3,218,000
buy
+0.64%
BRK.B
14.90%
275,000
$273.02
1.92% $267.77
$75,081,000
+5.77% (+15,000)
+0.81%
CRWD
2.51%
75,000
$168.56
4.85% $160.39
$12,642,000
NVST
1.15%
150,000
$38.54
10.04% $34.67
$5,781,000
-70.00% (-350,000)
-2.68%
FND
0.75%
60,000
$62.97
11.46% $70.18
$3,778,000
buy
+0.75%
MA
4.82%
77,000
$315.48
6.94% $293.58
$24,292,000
-45.00% (-63,000)
-3.95%
MSFT
11.98%
235,000
$256.83
7.36% $237.92
$60,355,000
MSI
0.83%
20,000
$209.60
9.14% $228.76
$4,192,000
-60.00% (-30,000)
-1.25%
RH
RH
0.84%
20,000
$212.25
16.11% $246.44
$4,245,000
buy
+0.84%
GLD
3.68%
110,000
$168.46
9.17% $153.01
$18,531,000
buy
+3.68%
TSLA
14.71%
330,000
$224.47
22.66% $275.33
$74,076,000
UNP
8.04%
190,000
$213.28
4.36% $203.97
$40,523,000
+2.70% (+5,000)
+0.21%
15 of 15

Completely sold out

ABNB
160,000
-5.46%
BSY
205,000
-1.80%
BKNG
9,000
-4.20%
NFLX
160,000
-11.90%
CRM
205,000
-8.64%
SHOP
368,000
-4.94%
TOST
165,000
-0.71%

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.