James Crichton Holdings Activity

Hitchwood Capital Management Portfolio 13F

Hitchwood Capital Management has disclosed a total of 16 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 3, bought 5 totally new, decreased the number of shares of 6 and completely sold out 2 position(s).

What stocks is James Crichton buying now?

In the recent quarter James Crichton has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +483.33%), (KLAC) KLA CORP (new buy), (FISV) FISERV INC (new buy), (RH) RH (added shares +275%) and (BKNG) BOOKING HOLDINGS INC (new buy).

What does James Crichton invest in?

James Crichton's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (21.62%), (TSLA) TESLA INC (18.2%), (MSFT) MICROSOFT CORP (9.44%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (6.94%) and (FND) FLOOR & DECOR HOLDINGS INC-A (5.11%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -17.02%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -54.55%) and (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +483.33%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q3 (16 results)
PYPL
PAYPAL HOLDINGS INC
buy
+130,000
+2.33%
$86.07
3.30% $83.23
2.33%
FISV
FISERV INC
buy
+150,000
+2.92%
$93.57
23.20% $115.28
2.92%
BKNG
BOOKING HOLDINGS INC
buy
+8,000
+2.73%
$1,643.25
51.36% $2,487.19
2.73%
ALGN
ALIGN TECHNOLOGY INC
buy
+20,200
+1.72%
$207.10
66.62% $345.07
1.72%
KLAC
KLA CORP
buy
+50,000
+3.15%
$302.64
37.73% $416.83
3.15%
FND
FLOOR & DECOR HOLDINGS INC-A
+483.33%
+278,400
+4.24%
$70.26
43.54% $100.85
5.11%
RH
RH
+275.00%
+51,150
+2.81%
$246.07
29.74% $319.25
3.84%
MSI
MOTOROLA SOLUTIONS INC
+275.00%
+55,000
+2.56%
$223.97
15.10% $257.80
3.49%
MSFT
MICROSOFT CORP
-17.02%
-37,800
-1.94%
$232.90
14.88% $267.56
9.44%
MA
MASTERCARD INC - A
-28.57%
-22,000
-1.30%
$284.35
31.90% $375.06
3.25%
ANTM
ANTHEM INC
-38.46%
-25,000
-2.36%
$454.25
6.24% $482.58
3.78%
UNP
UNION PACIFIC CORP
-42.11%
-80,000
-3.24%
$194.82
7.30% $209.04
4.46%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-54.55%
-150,000
-8.33%
$267.02
17.21% $312.97
6.94%
GOOGL
ALPHABET INC-CL A
-59.09%
-260,000
-5.17%
$95.65
12.54% $107.64
3.58%
NVST
ENVISTA HOLDINGS CORP
-100.00%
-110,250
-1.20%
$38.54
7.68% $41.50
0.00%
GLD
SPDR GOLD SHARES
-100.00%
-77,550
-3.85%
$168.46
3.27% $173.98
0.00%
2022 Q2 (18 results)
GLD
SPDR GOLD SHARES
buy
+77,550
+3.68%
$168.46
3.27% $173.98
0.00%
AZPN
ASPEN TECHNOLOGY INC
buy
+17,518
+0.64%
$183.70
15.22% $211.66
0.64%
RH
RH
buy
+20,000
+0.84%
$212.25
50.41% $319.25
0.84%
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+60,000
+0.75%
$62.97
60.16% $100.85
0.75%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+5.77%
+11,250
+0.81%
$273.02
14.63% $312.97
14.90%
UNP
UNION PACIFIC CORP
+2.70%
+5,000
+0.21%
$213.28
1.99% $209.04
8.04%
GOOGL
ALPHABET INC-CL A
-26.67%
-122,400
-3.46%
$108.96
1.21% $107.64
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
18.89% $375.06
4.82%
MSI
MOTOROLA SOLUTIONS INC
-60.00%
-30,000
-1.25%
$209.60
23.00% $257.80
0.83%
NVST
ENVISTA HOLDINGS CORP
-70.00%
-257,250
-2.68%
$38.54
7.68% $41.50
0.00%
BKNG
BOOKING HOLDINGS INC
-100.00%
-9,000
-4.20%
$2,348.44
5.91% $2,487.19
0.00%
ABNB
AIRBNB INC-CLASS A
-100.00%
-160,000
-5.46%
$171.76
30.32% $119.69
0.00%
NFLX
NETFLIX INC
-100.00%
-160,000
-11.90%
$374.59
3.11% $362.95
0.00%
BSY
BENTLEY SYSTEMS INC-CLASS B
-100.00%
-205,000
-1.80%
$44.18
5.98% $41.54
0.00%
SHOP
SHOPIFY INC - CLASS A
-100.00%
-314,640
-4.94%
$67.60
24.03% $51.35
0.00%
CRM
SALESFORCECOM INC
-100.00%
-205,000
-8.64%
$212.32
19.33% $171.28
0.00%
TOST
TOAST INC-CLASS A
-100.00%
-138,600
-0.71%
$21.73
10.05% $23.91
0.00%
34 of 1,468

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.