James Crichton Holdings Activity

Hitchwood Capital Management Portfolio 13F

Hitchwood Capital Management has disclosed a total of 18 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 2, bought 4 totally new, decreased the number of shares of 5 and completely sold out 7 position(s).

What stocks is James Crichton buying now?

In the recent quarter James Crichton has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (GLD) SPDR GOLD SHARES (new buy), (RH) RH (new buy), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +5.77%), (FND) FLOOR & DECOR HOLDINGS INC-A (new buy) and (AZPN) ASPEN TECHNOLOGY INC (new buy).

What does James Crichton invest in?

James Crichton's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (19.4%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (14.9%), (TSLA) TESLA INC (14.71%), (MSFT) MICROSOFT CORP (11.98%) and (GOOGL) ALPHABET INC-CL A (9.52%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +5.77%) and (GOOGL) ALPHABET INC-CL A (reduced shares -26.67%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q2 (18 results)
GLD
SPDR GOLD SHARES
buy
+110,000
+3.68%
$168.46
9.17% $153.01
3.68%
AZPN
ASPEN TECHNOLOGY INC
buy
+17,518
+0.64%
$183.70
20.93% $222.15
0.64%
RH
RH
buy
+20,000
+0.84%
$212.25
16.11% $246.44
0.84%
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+60,000
+0.75%
$62.97
11.46% $70.18
0.75%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+5.77%
+15,000
+0.81%
$273.02
1.92% $267.77
14.90%
UNP
UNION PACIFIC CORP
+2.70%
+5,000
+0.21%
$213.28
4.36% $203.97
8.04%
GOOGL
ALPHABET INC-CL A
-26.67%
-160,000
-3.46%
$108.96
9.38% $98.74
9.52%
ANTM
ANTHEM INC
-27.78%
-25,000
-2.40%
$482.58
0.00% $482.58
6.23%
MA
MASTERCARD INC - A
-45.00%
-63,000
-3.95%
$315.48
6.94% $293.58
4.82%
MSI
MOTOROLA SOLUTIONS INC
-60.00%
-30,000
-1.25%
$209.60
9.14% $228.76
0.83%
NVST
ENVISTA HOLDINGS CORP
-70.00%
-350,000
-2.68%
$38.54
10.04% $34.67
1.15%
CRM
SALESFORCECOM INC
-100.00%
-205,000
-8.64%
$212.32
30.76% $147.01
0.00%
TOST
TOAST INC-CLASS A
-100.00%
-165,000
-0.71%
$21.73
18.72% $17.66
0.00%
ABNB
AIRBNB INC-CLASS A
-100.00%
-160,000
-5.46%
$171.76
40.76% $101.75
0.00%
BKNG
BOOKING HOLDINGS INC
-100.00%
-9,000
-4.20%
$2,348.44
28.89% $1,669.88
0.00%
NFLX
NETFLIX INC
-100.00%
-160,000
-11.90%
$374.59
39.56% $226.41
0.00%
BSY
BENTLEY SYSTEMS INC-CLASS B
-100.00%
-205,000
-1.80%
$44.18
29.63% $31.09
0.00%
SHOP
SHOPIFY INC - CLASS A
-100.00%
-368,000
-4.94%
$67.60
57.45% $28.76
0.00%
18 of 1,452

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.