James Crichton Holdings Activity

Hitchwood Capital Management Portfolio 13F

Hitchwood Capital Management has disclosed a total of 29 changes to the portfolio in the latest (2023 Q1) SEC report(s): bought 10 totally new, decreased the number of shares of 9 and completely sold out 10 position(s).

What stocks is James Crichton buying now?

In the recent quarter James Crichton has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (META) META PLATFORMS INC-CLASS A (new buy), (TW) TRADEWEB MARKETS INC-CLASS A (new buy), (ABNB) AIRBNB INC-CLASS A (new buy), (AMAT) APPLIED MATERIALS INC (new buy) and (AMD) ADVANCED MICRO DEVICES (new buy).

What does James Crichton invest in?

James Crichton's top 5 holdings (by % of portfolio) 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 (7.5%).

In the latest report(s) the following changes have been made to the top investments: (TSLA) TESLA INC (reduced shares -66.67%), (FND) FLOOR & DECOR HOLDINGS INC-A (reduced shares -28.57%), (MSFT) MICROSOFT CORP (reduced shares -62.07%), (AMZN) AMAZONCOM INC (reduced shares -83.15%) and (META) META PLATFORMS INC-CLASS A (new buy).

2023 Q1 (29 results)
ABNB
buy
+80,000
+5.42%
$124.40
9.84% $112.16
5.42%
SHOP
buy
+15,000
+0.39%
$47.93
20.88% $57.94
0.39%
TW
buy
+150,000
+6.45%
$79.02
13.95% $68.00
6.45%
SPOT
buy
+35,000
+2.54%
$133.63
15.18% $153.92
2.54%
WDAY
buy
+15,000
+1.69%
$206.53
4.25% $215.31
1.69%
PCOR
buy
+20,000
+0.68%
$62.65
1.25% $61.87
0.68%
AMAT
buy
+70,000
+4.68%
$122.83
9.77% $134.83
4.68%
AMD
buy
+80,000
+4.27%
$98.01
21.89% $119.47
4.27%
META
buy
+65,000
+7.50%
$211.94
28.63% $272.61
7.50%
ANET
buy
+35,000
+3.20%
$167.86
0.70% $166.68
3.20%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
3.86% $2,550.00
5.77%
FND
-28.57%
-70,000
-3.74%
$98.22
5.86% $92.47
9.35%
KLAC
-50.00%
-20,000
-4.34%
$399.15
13.37% $452.53
4.34%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
0.43% $244.64
1.33%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
4.65% $323.12
6.72%
MSFT
-62.07%
-90,000
-14.12%
$288.31
15.36% $332.58
8.63%
TSLA
-66.67%
-220,000
-24.84%
$207.46
0.03% $207.52
12.42%
AMZN
-83.15%
-740,000
-41.59%
$103.29
18.86% $122.77
8.43%
UNP
-100.00%
-60,000
-6.76%
$207.07
5.50% $195.68
0.00%
FISV
-100.00%
-130,000
-7.15%
$101.07
11.56% $112.75
0.00%
CRWD
-100.00%
-75,000
-4.30%
$105.29
49.63% $157.55
0.00%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
40.27% $123.72
0.00%
MA
-100.00%
-45,000
-8.51%
$347.73
6.66% $370.88
0.00%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
AZPN
-100.00%
-17,518
-1.96%
$205.39
19.68% $164.96
0.00%
MSI
-100.00%
-50,000
-7.01%
$257.72
9.51% $282.22
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
11.35% $77.54
0.00%
AZTA
-100.00%
-120,000
-3.80%
$58.22
25.23% $43.53
0.00%
2022 Q4 (17 results)
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
XLE
buy
+70,000
+1.80%
$87.47
11.35% $77.54
0.00%
AZTA
buy
+120,000
+2.05%
$58.22
25.23% $43.53
0.00%
AMZN
-3.26%
-30,000
-0.74%
$84.00
46.15% $122.77
21.94%
FISV
-13.33%
-20,000
-0.59%
$101.07
11.56% $112.75
0.00%
MA
-18.18%
-10,000
-1.02%
$347.73
6.66% $370.88
0.00%
KLAC
-20.00%
-10,000
-1.11%
$377.03
20.03% $452.53
4.43%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
4.60% $323.12
8.61%
MSFT
-25.64%
-50,000
-3.52%
$239.82
38.68% $332.58
10.20%
FND
-30.00%
-105,000
-2.15%
$69.63
32.80% $92.47
5.01%
MSI
-33.33%
-25,000
-1.89%
$257.72
9.51% $282.22
0.00%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
26.54% $2,550.00
2.96%
UNP
-45.45%
-50,000
-3.04%
$207.07
5.50% $195.68
0.00%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
8.44% $244.64
1.57%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
40.27% $123.72
0.00%
PYPL
-100.00%
-130,000
-3.28%
$86.07
26.74% $63.05
0.00%
ALGN
-100.00%
-40,000
-2.43%
$207.10
43.51% $297.20
0.00%
46 of 1,514

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.