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)
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
29.05% $3,423.09
5.77%
ANTM
-100.00%
-20,800
-11.17%
$512.98
5.93% $482.58
0.00%
KLAC
-50.00%
-20,000
-4.34%
$399.15
69.39% $676.11
4.34%
MA
-100.00%
-44,550
-8.51%
$347.73
26.67% $440.49
0.00%
BRK.B
-57.89%
-42,350
-9.24%
$308.78
29.37% $399.47
6.72%
MSFT
-62.07%
-66,600
-14.12%
$288.31
37.62% $396.78
8.63%
MSI
-100.00%
-50,000
-7.01%
$257.72
30.03% $335.11
0.00%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
0.80% $245.55
1.33%
META
buy
+65,000
+7.50%
$211.94
106.90% $438.50
7.50%
TSLA
-66.67%
-220,000
-24.84%
$207.46
12.61% $181.30
12.42%
UNP
-100.00%
-60,000
-6.76%
$207.07
12.80% $233.58
0.00%
WDAY
buy
+15,000
+1.69%
$206.53
21.42% $250.78
1.69%
AZPN
-100.00%
-17,518
-1.96%
$205.39
4.06% $197.06
0.00%
ANET
buy
+35,000
+3.20%
$167.86
53.07% $256.94
3.20%
SPOT
buy
+35,000
+2.54%
$133.63
114.03% $286.00
2.54%
ABNB
buy
+80,000
+5.42%
$124.40
24.78% $155.23
5.42%
AMAT
buy
+70,000
+4.68%
$122.83
60.04% $196.57
4.68%
CRWD
-100.00%
-75,000
-4.30%
$105.29
186.98% $302.17
0.00%
AMZN
-83.15%
-580,900
-41.59%
$103.29
76.71% $182.53
8.43%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
FND
-28.57%
-70,000
-3.74%
$98.22
12.71% $110.71
9.35%
AMD
buy
+80,000
+4.27%
$98.01
49.03% $146.07
4.27%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
87.66% $165.52
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
6.15% $92.85
0.00%
TW
buy
+106,500
+6.45%
$79.02
31.40% $103.83
6.45%
PCOR
buy
+20,000
+0.68%
$62.65
11.51% $69.86
0.68%
AZTA
-100.00%
-120,000
-3.80%
$58.22
10.21% $52.27
0.00%
SHOP
buy
+10,875
+0.39%
$47.93
47.83% $70.86
0.39%
HLN
-17.65%
-226,500
-1.33%
$8.14
-
6.20%
2022 Q4 (17 results)
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
69.86% $3,423.09
2.96%
KLAC
-20.00%
-10,000
-1.11%
$377.03
79.33% $676.11
4.43%
MA
-18.18%
-9,900
-1.02%
$347.73
26.67% $440.49
0.00%
BRK.B
-24.00%
-16,049
-2.72%
$308.91
29.32% $399.47
8.61%
RH
RH
-73.33%
-53,625
-4.31%
$267.20
8.10% $245.55
1.57%
MSI
-33.33%
-25,000
-1.89%
$257.72
30.03% $335.11
0.00%
MSFT
-25.64%
-50,000
-3.52%
$239.82
65.45% $396.78
10.20%
ALGN
-100.00%
-20,200
-2.43%
$207.10
37.35% $284.46
0.00%
UNP
-45.45%
-50,000
-3.04%
$207.07
12.80% $233.58
0.00%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
87.66% $165.52
0.00%
XLE
buy
+70,000
+1.80%
$87.47
6.15% $92.85
0.00%
PYPL
-100.00%
-130,000
-3.28%
$86.07
22.74% $66.50
0.00%
AMZN
-3.26%
-16,500
-0.74%
$84.00
117.30% $182.53
21.94%
FND
-30.00%
-53,025
-2.15%
$69.63
59.00% $110.71
5.01%
AZTA
buy
+120,000
+2.05%
$58.22
10.21% $52.27
0.00%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
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.