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).

2022 Q3 (16 results)
ALGN
buy
+40,000
+1.72%
$207.10
45.50% $301.34
0.00%
KLAC
buy
+50,000
+3.15%
$302.64
112.87% $644.22
3.15%
PYPL
buy
+130,000
+2.33%
$86.07
27.85% $62.10
0.00%
FISV
buy
+150,000
+2.92%
$93.57
22.08% $114.23
2.92%
BKNG
buy
+8,000
+2.73%
$1,643.25
108.74% $3,430.14
2.73%
FND
+483.33%
+290,000
+4.24%
$70.26
55.96% $109.58
5.11%
MSI
+275.00%
+55,000
+2.56%
$223.97
51.56% $339.46
3.49%
RH
RH
+275.00%
+55,000
+2.81%
$246.07
0.32% $245.29
3.84%
MSFT
-17.02%
-40,000
-1.94%
$232.90
73.58% $404.27
9.44%
MA
-28.57%
-22,000
-1.30%
$284.35
59.91% $454.70
3.25%
ANTM
-38.46%
-25,000
-2.36%
$454.25
6.24% $482.58
3.78%
UNP
-42.11%
-80,000
-3.24%
$194.82
17.96% $229.81
4.46%
BRK.B
-54.55%
-150,000
-8.33%
$267.02
49.76% $399.89
6.94%
GOOGL
-59.09%
-260,000
-5.17%
$95.65
63.11% $156.01
3.58%
NVST
-100.00%
-150,000
-1.20%
$38.54
48.75% $19.75
0.00%
GLD
-100.00%
-110,000
-3.85%
$168.46
30.79% $220.34
0.00%
2022 Q2 (18 results)
RH
RH
buy
+20,000
+0.84%
$212.25
15.57% $245.29
0.84%
FND
buy
+60,000
+0.75%
$62.97
74.03% $109.58
0.75%
GLD
buy
+110,000
+3.68%
$168.46
30.79% $220.34
0.00%
AZPN
buy
+17,518
+0.64%
$183.70
7.02% $196.59
0.64%
BRK.B
+5.77%
+15,000
+0.81%
$273.02
46.47% $399.89
14.90%
UNP
+2.70%
+5,000
+0.21%
$213.28
7.75% $229.81
8.04%
GOOGL
-26.67%
-160,000
-3.46%
$108.96
43.18% $156.01
9.52%
ANTM
-27.78%
-25,000
-2.40%
$482.58
0.00% $482.58
6.23%
MA
-45.00%
-63,000
-3.95%
$315.48
44.13% $454.70
4.82%
MSI
-60.00%
-30,000
-1.25%
$209.60
61.96% $339.46
0.83%
NVST
-70.00%
-350,000
-2.68%
$38.54
48.75% $19.75
0.00%
TOST
-100.00%
-165,000
-0.71%
$21.73
2.13% $22.19
0.00%
BKNG
-100.00%
-9,000
-4.20%
$2,348.44
46.06% $3,430.14
0.00%
ABNB
-100.00%
-160,000
-5.46%
$171.76
6.79% $160.10
0.00%
NFLX
-100.00%
-160,000
-11.90%
$374.59
63.00% $610.56
0.00%
BSY
-100.00%
-205,000
-1.80%
$44.18
17.83% $52.06
0.00%
SHOP
-100.00%
-368,000
-4.94%
$67.60
2.83% $69.51
0.00%
CRM
-100.00%
-205,000
-8.64%
$212.32
28.07% $271.92
0.00%
34 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.