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 Q4 (63 results)
MDB
buy
+95,000
+2.35%
$529.35
32.72% $356.17
0.00%
AMPL
buy
+200,000
+0.50%
$52.94
82.55% $9.24
0.00%
IRTC
buy
+180,000
+0.99%
$117.69
15.74% $99.17
0.00%
SIVB
buy
+10,000
+0.32%
$678.20
84.36% $106.04
0.00%
SI
buy
+85,000
+0.59%
$148.20
99.16% $1.25
0.00%
ANTM
buy
+90,000
+1.95%
$463.54
4.11% $482.58
1.95%
TRU
buy
+140,000
+0.78%
$118.58
34.32% $77.88
0.00%
ISRG
buy
+80,000
+1.35%
$359.30
6.25% $381.74
0.00%
STZ
buy
+110,000
+1.29%
$250.97
0.38% $251.92
0.00%
AMAT
buy
+310,000
+2.28%
$157.36
32.73% $208.86
0.00%
IQV
buy
+125,000
+1.65%
$282.14
18.89% $228.85
0.00%
PLNT
buy
+160,000
+0.68%
$90.58
27.17% $65.97
0.00%
CMG
buy
+20,000
+1.64%
$1,748.25
82.05% $3,182.67
0.00%
GOOGL
+118.18%
+260,000
+1.76%
$144.85
16.90% $169.33
3.26%
META
+85.71%
+180,000
+2.83%
$336.35
39.33% $468.65
0.00%
CRM
+81.40%
+175,000
+2.08%
$254.13
8.38% $275.43
4.64%
DOCN
+9.60%
+24,000
+0.09%
$80.33
51.32% $39.10
0.00%
SHOP
-3.85%
-20,000
-0.13%
$137.74
58.09% $57.72
3.22%
U
-6.21%
-18,000
-0.12%
$142.99
83.81% $23.15
0.00%
GLBE
-6.98%
-15,000
-0.04%
$63.39
53.38% $29.55
0.00%
NFLX
-7.14%
-10,000
-0.28%
$602.44
1.57% $611.92
3.67%
SNAP
-8.67%
-156,000
-0.34%
$47.03
67.02% $15.51
0.00%
AMZN
-21.31%
-260,000
-2.03%
$166.72
11.39% $185.70
7.49%
APP
-22.49%
-128,181
-0.57%
$94.26
12.40% $82.57
0.00%
BILL
-26.79%
-75,000
-0.87%
$249.15
76.41% $58.77
0.00%
MELI
-29.57%
-17,000
-1.07%
$1,348.40
26.27% $1,702.64
0.00%
PTON
-33.16%
-315,000
-0.53%
$35.76
88.12% $4.25
0.00%
NET
-35.00%
-175,000
-1.08%
$131.50
44.43% $73.08
0.00%
ALGN
-35.50%
-71,000
-2.18%
$657.18
58.22% $274.60
0.00%
SPOT
-39.50%
-79,000
-0.87%
$234.03
23.71% $289.52
0.00%
Z
-43.53%
-259,000
-0.77%
$63.85
31.06% $44.02
0.00%
SE
-44.68%
-172,000
-1.80%
$223.71
70.20% $66.66
0.00%
MSI
-46.79%
-105,515
-1.34%
$271.70
32.14% $359.03
1.53%
SQ
-46.91%
-258,000
-1.95%
$161.51
56.13% $70.85
0.00%
PYPL
-49.20%
-123,000
-1.09%
$188.58
65.70% $64.69
0.00%
RBLX
-59.03%
-425,000
-2.05%
$103.16
68.80% $32.19
0.00%
HUBS
-63.00%
-126,000
-3.89%
$659.15
9.66% $595.48
0.00%
PAYC
-63.16%
-60,000
-1.17%
$415.20
57.80% $175.23
0.00%
ABNB
-70.00%
-210,000
-1.64%
$166.49
11.35% $147.60
0.70%
DXCM
-71.11%
-128,000
-0.80%
$134.23
7.24% $124.51
0.00%
ETSY
-97.22%
-175,000
-1.79%
$219.00
70.89% $63.75
0.00%
BSY
-100.00%
-150,000
-0.43%
$60.64
9.61% $54.81
0.00%
SFIX
-100.00%
-375,000
-0.70%
$39.95
93.77% $2.49
0.00%
TWLO
-100.00%
-120,000
-1.79%
$319.05
80.43% $62.43
0.00%
PCOR
-100.00%
-320,000
-1.34%
$89.34
24.12% $67.79
0.00%
FTCH
-100.00%
-40,000
-0.07%
$37.48
98.29% $0.64
0.00%
DLO
-100.00%
-137,890
-0.35%
$54.56
75.62% $13.30
0.00%
CHGG
-100.00%
-100,000
-0.32%
$68.02
92.97% $4.78
0.00%
BILI
-100.00%
-300,000
-0.93%
$66.17
76.17% $15.77
0.00%
TDOC
-100.00%
-320,000
-1.90%
$126.81
89.87% $12.84
0.00%
AFRM
-100.00%
-640,000
-3.57%
$119.13
72.08% $33.26
0.00%
RH
RH
-100.00%
-55,000
-1.72%
$666.91
56.06% $293.07
0.00%
LMND
-100.00%
-20,000
-0.06%
$67.00
71.27% $19.25
0.00%
DASH
-100.00%
-300,000
-2.89%
$205.98
44.20% $114.94
0.00%
COIN
-100.00%
-30,000
-0.32%
$227.47
11.42% $201.49
0.00%
CDNA
-100.00%
-250,000
-0.74%
$63.37
75.29% $15.66
0.00%
REAL
-100.00%
-650,000
-0.40%
$13.18
66.69% $4.39
0.00%
ADSK
-100.00%
-50,000
-0.67%
$285.18
24.51% $215.28
0.00%
SNOW
-100.00%
-10,000
-0.14%
$302.40
46.96% $160.40
0.00%
NIO
-100.00%
-50,000
-0.08%
$35.64
83.89% $5.74
0.00%
ESMT
-100.00%
-251,000
-0.40%
$34.06
32.32% $23.05
0.00%
COUP
-100.00%
-70,000
-0.72%
$219.19
63.06% $80.97
0.00%
CVNA
-100.00%
-50,000
-0.71%
$301.54
60.32% $119.66
0.00%
63 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.