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).

2021 Q2 (51 results)
ATVI
buy
+170,000
+0.55%
$95.44
1.07% $94.42
0.00%
DASH
buy
+240,000
+1.45%
$178.33
34.86% $116.16
1.45%
COUP
buy
+125,000
+1.11%
$262.11
69.11% $80.97
1.11%
STNE
buy
+350,000
+0.79%
$67.06
77.97% $14.77
0.00%
CHTR
buy
+28,595
+1.05%
$721.44
61.53% $277.54
0.00%
PAYC
buy
+85,000
+1.04%
$363.47
50.18% $181.07
1.04%
FUTU
buy
+75,000
+0.45%
$179.09
56.57% $77.78
0.00%
CVS
buy
+228,600
+1.01%
$83.44
31.06% $57.52
0.00%
TTWO
buy
+170,000
+1.02%
$177.02
17.48% $146.08
0.00%
U
buy
+70,000
+0.26%
$109.83
79.89% $22.09
0.26%
CHGG
buy
+300,000
+0.84%
$83.11
94.47% $4.60
0.84%
SAM
buy
+8,137
+0.41%
$1,020.81
72.35% $282.29
0.00%
AXTA
buy
+675,000
+0.70%
$30.49
15.97% $35.36
0.00%
FTCH
buy
+1,150,000
+1.96%
$50.36
98.73% $0.64
1.96%
WFC
buy
+103,400
+0.17%
$45.29
34.82% $61.06
0.00%
COIN
buy
+120,250
+1.58%
$253.30
21.37% $199.17
1.58%
TMUS
buy
+162,350
+0.83%
$144.83
12.95% $163.58
0.00%
APP
buy
+200,000
+0.51%
$75.17
10.72% $83.23
0.51%
FVRR
buy
+21,175
+0.29%
$242.49
89.65% $25.10
0.00%
RBLX
+300.00%
+150,000
+0.46%
$89.98
63.59% $32.76
0.61%
LMND
+190.00%
+54,624
+0.35%
$109.41
83.82% $17.70
0.54%
ADSK
+133.33%
+56,800
+0.79%
$291.90
24.48% $220.43
1.38%
CVNA
+114.29%
+56,000
+0.57%
$301.82
60.93% $117.93
1.07%
ADS
+60.15%
+66,161
+0.23%
$104.19
45.48% $56.80
0.00%
META
+41.86%
+55,800
+1.06%
$347.71
36.10% $473.23
3.58%
BSY
+41.41%
+43,924
+0.10%
$64.78
13.43% $56.08
0.33%
Z
-3.25%
-20,000
-0.08%
$122.22
63.39% $44.75
2.46%
SPOT
-4.76%
-10,000
-0.09%
$275.59
8.18% $298.12
1.86%
TWLO
-17.24%
-25,000
-0.33%
$394.16
84.39% $61.54
1.60%
NFLX
-17.65%
-30,000
-0.54%
$528.21
15.58% $610.52
2.50%
MTCH
-32.39%
-97,159
-0.53%
$161.25
80.55% $31.36
1.10%
BA
-35.00%
-70,000
-0.57%
$239.56
23.63% $182.96
0.00%
DOCU
-37.50%
-45,000
-0.42%
$279.57
78.57% $59.90
0.71%
MSFT
-44.44%
-112,000
-1.83%
$270.90
55.40% $420.99
2.29%
GOOGL
-56.00%
-280,000
-1.15%
$122.09
42.66% $174.18
0.91%
GE
-91.13%
-455,625
-1.66%
$107.67
49.64% $161.12
0.00%
SYF
-100.00%
-800,000
-1.10%
$40.66
6.94% $43.48
0.00%
LYFT
-100.00%
-289,250
-0.69%
$63.18
73.17% $16.95
0.00%
NVTA
-100.00%
-400,000
-0.52%
$38.21
99.95% $0.02
0.00%
DIS
-100.00%
-360,000
-2.24%
$184.52
43.98% $103.37
0.00%
ANTM
-100.00%
-57,750
-1.33%
$358.95
34.44% $482.58
0.00%
TRIP
-100.00%
-19,250
-0.05%
$53.80
65.26% $18.69
0.00%
MA
-100.00%
-195,000
-2.34%
$356.05
28.88% $458.87
0.00%
EL
-100.00%
-54,300
-0.59%
$290.85
52.47% $138.24
0.00%
GPS
-100.00%
-700,000
-0.70%
$29.78
26.93% $21.76
0.00%
BKNG
-100.00%
-25,000
-1.97%
$2,329.84
60.31% $3,735.01
0.00%
UBER
-100.00%
-630,000
-1.16%
$54.51
21.17% $66.05
0.00%
QSR
-100.00%
-250,000
-0.55%
$65.00
10.15% $71.60
0.00%
LYV
-100.00%
-500,000
-1.43%
$84.65
13.86% $96.38
0.00%
NTLA
-100.00%
-138,000
-0.41%
$80.25
67.39% $26.17
0.00%
CME
-100.00%
-200,000
-1.38%
$204.23
4.16% $212.73
0.00%
51 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.