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)
NVST
buy
+500,000
+2.69%
$48.71
61.28% $18.86
2.69%
MA
buy
+140,000
+5.53%
$357.38
28.09% $457.76
5.53%
BSY
buy
+205,000
+1.00%
$44.18
24.13% $54.84
0.00%
BKNG
buy
+9,000
+2.34%
$2,348.44
59.47% $3,745.00
0.00%
BRK.B
buy
+260,000
+10.15%
$352.91
16.52% $411.22
10.15%
UNP
buy
+185,000
+5.59%
$273.21
10.08% $245.68
5.59%
TOST
buy
+165,000
+0.40%
$21.73
24.36% $27.02
0.00%
ABNB
+77.78%
+70,000
+1.33%
$171.76
13.18% $149.13
0.00%
GOOGL
+25.00%
+120,000
+1.85%
$139.07
21.62% $169.14
9.23%
NFLX
+23.08%
+30,000
+1.24%
$374.59
64.61% $616.59
0.00%
AMZN
-4.17%
-40,000
-0.72%
$163.00
14.46% $186.57
16.59%
MSFT
-6.00%
-15,000
-0.51%
$308.31
34.19% $413.72
8.01%
SHOP
-26.40%
-132,000
-0.99%
$67.60
13.04% $58.78
0.00%
CRM
-47.44%
-185,000
-4.34%
$212.32
30.71% $277.52
0.00%
MSI
-58.33%
-70,000
-1.88%
$242.20
47.81% $358.00
1.34%
CRWD
-58.33%
-105,000
-2.64%
$227.08
40.56% $319.18
1.88%
AMPL
-100.00%
-200,000
-1.17%
$52.94
83.04% $8.98
0.00%
JMIA
-100.00%
-200,000
-0.25%
$11.40
46.58% $6.09
0.00%
SIVB
-100.00%
-10,000
-0.75%
$678.20
84.36% $106.04
0.00%
FSLY
-100.00%
-440,000
-1.73%
$35.45
75.46% $8.70
0.00%
ISRG
-100.00%
-80,000
-3.18%
$359.30
6.01% $380.88
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
53.07% $29.75
0.00%
RBLX
-100.00%
-295,000
-3.37%
$103.16
69.99% $30.96
0.00%
DOCN
-100.00%
-274,000
-2.43%
$80.33
53.11% $37.67
0.00%
STZ
-100.00%
-110,000
-3.05%
$250.97
3.11% $258.77
0.00%
PYPL
-100.00%
-127,000
-2.65%
$188.58
66.09% $63.95
0.00%
SQ
-100.00%
-292,000
-5.22%
$161.51
56.82% $69.74
0.00%
MDB
-100.00%
-95,000
-5.56%
$529.35
32.14% $359.24
0.00%
AMAT
-100.00%
-310,000
-5.40%
$157.36
31.31% $206.63
0.00%
MTCH
-100.00%
-202,841
-2.97%
$132.25
76.59% $30.96
0.00%
TRU
-100.00%
-140,000
-1.84%
$118.58
33.87% $78.42
0.00%
IQV
-100.00%
-125,000
-3.90%
$282.14
18.82% $229.04
0.00%
SNAP
-100.00%
-1,644,000
-8.55%
$47.03
66.49% $15.76
0.00%
GH
-100.00%
-320,000
-3.54%
$100.02
76.00% $24.00
0.00%
ROKU
-100.00%
-125,000
-3.16%
$228.20
73.64% $60.16
0.00%
DOCU
-100.00%
-75,000
-1.26%
$152.31
60.76% $59.76
0.00%
PTON
-100.00%
-635,000
-2.51%
$35.76
88.28% $4.19
0.00%
DDOG
-100.00%
-205,000
-4.04%
$178.11
33.60% $118.26
0.00%
CMG
-100.00%
-20,000
-3.87%
$1,748.25
82.78% $3,195.40
0.00%
OKTA
-100.00%
-100,000
-2.48%
$224.17
56.10% $98.40
0.00%
APP
-100.00%
-441,819
-4.61%
$94.26
8.37% $86.37
0.00%
MELI
-100.00%
-40,500
-6.04%
$1,348.40
24.40% $1,677.34
0.00%
U
-100.00%
-272,000
-4.30%
$142.99
84.13% $22.69
0.00%
ALGN
-100.00%
-129,000
-9.38%
$657.18
58.50% $272.74
0.00%
IRTC
-100.00%
-180,000
-2.34%
$117.69
15.99% $98.87
0.00%
SPOT
-100.00%
-121,000
-3.13%
$234.03
23.79% $289.71
0.00%
HUBS
-100.00%
-74,000
-5.40%
$659.15
9.31% $597.79
0.00%
SE
-100.00%
-213,000
-5.27%
$223.71
71.19% $64.46
0.00%
ETSY
-100.00%
-5,000
-0.12%
$219.00
71.46% $62.51
0.00%
PLNT
-100.00%
-160,000
-1.60%
$90.58
27.62% $65.56
0.00%
DXCM
-100.00%
-52,000
-0.77%
$134.23
6.91% $124.95
0.00%
NET
-100.00%
-325,000
-4.73%
$131.50
44.05% $73.57
0.00%
PAYC
-100.00%
-35,000
-1.61%
$415.20
58.07% $174.08
0.00%
BILL
-100.00%
-205,000
-5.65%
$249.15
76.52% $58.51
0.00%
META
-100.00%
-390,000
-14.51%
$336.35
39.14% $468.01
0.00%
Z
-100.00%
-336,000
-2.37%
$63.85
32.91% $42.84
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.