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 Q1 (57 results)
BRK.B
buy
+260,000
+10.15%
$352.91
12.94% $398.58
10.15%
UNP
buy
+185,000
+5.59%
$273.21
14.00% $234.96
5.59%
TOST
buy
+165,000
+0.40%
$21.73
5.86% $23.00
0.00%
NVST
buy
+500,000
+2.69%
$48.71
59.45% $19.75
2.69%
MA
buy
+140,000
+5.53%
$357.38
23.70% $442.07
5.53%
BSY
buy
+205,000
+1.00%
$44.18
16.50% $51.47
0.00%
BKNG
buy
+9,000
+2.34%
$2,348.44
45.44% $3,415.64
0.00%
ABNB
+77.78%
+70,000
+1.33%
$171.76
9.08% $156.16
0.00%
GOOGL
+25.00%
+120,000
+1.85%
$139.07
17.83% $163.86
9.23%
NFLX
+23.08%
+30,000
+1.24%
$374.59
47.28% $551.71
0.00%
AMZN
-4.17%
-40,000
-0.72%
$163.00
9.82% $179.00
16.59%
MSFT
-6.00%
-15,000
-0.51%
$308.31
28.10% $394.94
8.01%
SHOP
-26.40%
-132,000
-0.99%
$67.60
4.15% $70.40
0.00%
CRM
-47.44%
-185,000
-4.34%
$212.32
26.55% $268.69
0.00%
MSI
-58.33%
-70,000
-1.88%
$242.20
38.73% $336.00
1.34%
CRWD
-58.33%
-105,000
-2.64%
$227.08
30.10% $295.44
1.88%
MDB
-100.00%
-95,000
-5.56%
$529.35
29.47% $373.33
0.00%
AMAT
-100.00%
-310,000
-5.40%
$157.36
23.28% $193.99
0.00%
MTCH
-100.00%
-202,841
-2.97%
$132.25
76.42% $31.18
0.00%
TRU
-100.00%
-140,000
-1.84%
$118.58
37.08% $74.61
0.00%
DOCU
-100.00%
-75,000
-1.26%
$152.31
62.38% $57.30
0.00%
IQV
-100.00%
-125,000
-3.90%
$282.14
17.44% $232.94
0.00%
SNAP
-100.00%
-1,644,000
-8.55%
$47.03
66.28% $15.86
0.00%
DDOG
-100.00%
-205,000
-4.04%
$178.11
29.02% $126.42
0.00%
GH
-100.00%
-320,000
-3.54%
$100.02
81.74% $18.26
0.00%
ROKU
-100.00%
-125,000
-3.16%
$228.20
74.09% $59.13
0.00%
PTON
-100.00%
-635,000
-2.51%
$35.76
91.00% $3.22
0.00%
CMG
-100.00%
-20,000
-3.87%
$1,748.25
79.53% $3,138.66
0.00%
OKTA
-100.00%
-100,000
-2.48%
$224.17
58.36% $93.34
0.00%
APP
-100.00%
-441,819
-4.61%
$94.26
26.01% $69.74
0.00%
ALGN
-100.00%
-129,000
-9.38%
$657.18
56.71% $284.52
0.00%
MELI
-100.00%
-40,500
-6.04%
$1,348.40
8.02% $1,456.51
0.00%
U
-100.00%
-272,000
-4.30%
$142.99
82.83% $24.55
0.00%
ETSY
-100.00%
-5,000
-0.12%
$219.00
68.16% $69.74
0.00%
IRTC
-100.00%
-180,000
-2.34%
$117.69
5.05% $111.74
0.00%
SPOT
-100.00%
-121,000
-3.13%
$234.03
21.58% $284.54
0.00%
DXCM
-100.00%
-52,000
-0.77%
$134.23
6.22% $125.88
0.00%
HUBS
-100.00%
-74,000
-5.40%
$659.15
8.05% $606.09
0.00%
SE
-100.00%
-213,000
-5.27%
$223.71
71.96% $62.72
0.00%
PLNT
-100.00%
-160,000
-1.60%
$90.58
35.24% $58.66
0.00%
NET
-100.00%
-325,000
-4.73%
$131.50
33.05% $88.04
0.00%
PAYC
-100.00%
-35,000
-1.61%
$415.20
55.14% $186.24
0.00%
BILL
-100.00%
-205,000
-5.65%
$249.15
74.79% $62.80
0.00%
AMPL
-100.00%
-200,000
-1.17%
$52.94
81.49% $9.80
0.00%
META
-100.00%
-390,000
-14.51%
$336.35
30.57% $439.19
0.00%
Z
-100.00%
-336,000
-2.37%
$63.85
34.39% $41.89
0.00%
FSLY
-100.00%
-440,000
-1.73%
$35.45
63.53% $12.93
0.00%
JMIA
-100.00%
-200,000
-0.25%
$11.40
60.61% $4.49
0.00%
SIVB
-100.00%
-10,000
-0.75%
$678.20
84.36% $106.04
0.00%
DOCN
-100.00%
-274,000
-2.43%
$80.33
55.77% $35.53
0.00%
ISRG
-100.00%
-80,000
-3.18%
$359.30
3.45% $371.70
0.00%
SI
-100.00%
-85,000
-1.39%
$148.20
99.16% $1.25
0.00%
GLBE
-100.00%
-200,000
-1.40%
$63.39
47.78% $33.10
0.00%
RBLX
-100.00%
-295,000
-3.37%
$103.16
64.54% $36.58
0.00%
STZ
-100.00%
-110,000
-3.05%
$250.97
1.19% $253.95
0.00%
PYPL
-100.00%
-127,000
-2.65%
$188.58
64.93% $66.14
0.00%
SQ
-100.00%
-292,000
-5.22%
$161.51
58.62% $66.84
0.00%
57 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.