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).

2023 Q1 (29 results)
AMZN
-83.15%
-740,000
-41.59%
$103.29
70.96% $176.59
8.43%
TSLA
-66.67%
-220,000
-24.84%
$207.46
21.85% $162.13
12.42%
MSFT
-62.07%
-90,000
-14.12%
$288.31
41.88% $409.06
8.63%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
31.47% $405.95
6.72%
MA
-100.00%
-45,000
-8.51%
$347.73
33.00% $462.50
0.00%
META
buy
+65,000
+7.50%
$211.94
132.85% $493.50
7.50%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
MSI
-100.00%
-50,000
-7.01%
$257.72
33.91% $345.11
0.00%
UNP
-100.00%
-60,000
-6.76%
$207.07
12.03% $231.98
0.00%
TW
buy
+150,000
+6.45%
$79.02
30.30% $102.96
6.45%
ABNB
buy
+80,000
+5.42%
$124.40
30.90% $162.84
5.42%
AMAT
buy
+70,000
+4.68%
$122.83
59.62% $196.06
4.68%
KLAC
-50.00%
-20,000
-4.34%
$399.15
64.48% $656.54
4.34%
CRWD
-100.00%
-75,000
-4.30%
$105.29
182.66% $297.62
0.00%
AMD
buy
+80,000
+4.27%
$98.01
54.82% $151.74
4.27%
AZTA
-100.00%
-120,000
-3.80%
$58.22
10.52% $52.09
0.00%
FND
-28.57%
-70,000
-3.74%
$98.22
11.64% $109.66
9.35%
XLE
-100.00%
-70,000
-3.33%
$87.47
9.97% $96.19
0.00%
ANET
buy
+35,000
+3.20%
$167.86
51.78% $254.77
3.20%
SPOT
buy
+35,000
+2.54%
$133.63
110.46% $281.23
2.54%
AZPN
-100.00%
-17,518
-1.96%
$205.39
4.03% $197.11
0.00%
WDAY
buy
+15,000
+1.69%
$206.53
23.83% $255.74
1.69%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
32.61% $3,517.52
5.77%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
3.39% $251.85
1.33%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
PCOR
buy
+20,000
+0.68%
$62.65
13.50% $71.11
0.68%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
80.42% $159.13
0.00%
SHOP
buy
+15,000
+0.39%
$47.93
50.75% $72.26
0.39%
2022 Q4 (17 results)
GOOGL
-94.44%
-170,000
-4.40%
$88.20
80.42% $159.13
0.00%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
5.74% $251.85
1.57%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
MSFT
-25.64%
-50,000
-3.52%
$239.82
70.57% $409.06
10.20%
PYPL
-100.00%
-130,000
-3.28%
$86.07
24.67% $64.84
0.00%
UNP
-45.45%
-50,000
-3.04%
$207.07
12.03% $231.98
0.00%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
31.42% $405.95
8.61%
ALGN
-100.00%
-40,000
-2.43%
$207.10
51.51% $313.78
0.00%
FND
-30.00%
-105,000
-2.15%
$69.63
57.49% $109.66
5.01%
AZTA
buy
+120,000
+2.05%
$58.22
10.52% $52.09
0.00%
MSI
-33.33%
-25,000
-1.89%
$257.72
33.91% $345.11
0.00%
XLE
buy
+70,000
+1.80%
$87.47
9.97% $96.19
0.00%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
74.55% $3,517.52
2.96%
KLAC
-20.00%
-10,000
-1.11%
$377.03
74.14% $656.54
4.43%
MA
-18.18%
-10,000
-1.02%
$347.73
33.00% $462.50
0.00%
AMZN
-3.26%
-30,000
-0.74%
$84.00
110.23% $176.59
21.94%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
46 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.