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).

2015 Q3 (33 results)
FLT
buy
+850,000
+6.51%
$137.62
120.36% $303.26
6.51%
1811045D
buy
+500,000
+0.50%
$17.91
-
0.50%
MHK
buy
+600,000
+6.07%
$181.79
39.34% $110.27
6.07%
GRA
buy
+400,000
+2.07%
$93.05
-
0.00%
CASY
buy
+500,000
+2.86%
$102.92
208.76% $317.78
0.00%
KHC
buy
+1,900,000
+7.46%
$70.58
45.64% $38.37
7.46%
AGN
buy
+300,000
+4.54%
$271.81
-
4.54%
PYPL
buy
+5,900,000
+10.19%
$31.04
106.51% $64.10
10.19%
CPGX
+455.56%
+4,100,000
+4.17%
$18.29
-
0.00%
W
+212.50%
+340,000
+0.66%
$35.06
45.32% $50.95
0.98%
CXRX
+115.56%
+1,040,000
+2.47%
$42.65
-
0.00%
PNRA
+74.29%
+260,000
+2.80%
$193.41
-
6.56%
1469138D
+73.08%
+1,900,000
+3.89%
$36.79
-
9.21%
LVLT
+55.00%
+1,100,000
+2.67%
$43.69
-
7.54%
TPX
+26.92%
+700,000
+0.70%
$17.86
179.38% $49.89
3.28%
META
+5.88%
+50,000
+0.25%
$89.90
390.97% $441.38
4.50%
IHS
-23.08%
-300,000
-1.94%
$116.00
97.03% $3.44
6.45%
IMS
-25.00%
-1,000,000
-1.62%
$29.10
-
0.00%
JD
-36.67%
-1,100,000
-1.59%
$26.06
9.71% $28.59
2.75%
TWC
-90.00%
-900,000
-8.98%
$179.37
-
0.00%
ZTS
-100.00%
-900,000
-2.41%
$48.22
218.04% $153.36
0.00%
PRTY
-100.00%
-1,500,000
-1.69%
$20.27
98.17% $0.37
0.00%
MLM
-100.00%
-200,000
-1.57%
$141.51
321.93% $597.07
0.00%
DLTR
-100.00%
-1,200,000
-5.27%
$78.99
54.06% $121.69
0.00%
ALGN
-100.00%
-1,200,000
-4.19%
$62.71
395.14% $310.50
0.00%
PCP
-100.00%
-800,000
-8.90%
$199.87
-
0.00%
MSFT
-100.00%
-1,000,000
-2.46%
$44.15
803.83% $399.04
0.00%
KRFT
-100.00%
-3,010,000
-14.26%
$85.14
-
0.00%
AMZN
-100.00%
-6,000,000
-7.25%
$21.70
700.16% $173.67
0.00%
VRX
-100.00%
-350,000
-4.33%
$222.15
-
0.00%
NI
-100.00%
-2,400,000
-6.09%
$45.59
38.36% $28.10
0.00%
2818750Q
-100.00%
-700,000
-1.44%
$37.05
-
0.00%
AXP
-100.00%
-900,000
-3.89%
$77.72
205.07% $237.10
0.00%
33 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.