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)
TSLA
-66.67%
-220,000
-24.84%
$207.46
29.12% $147.05
12.42%
FND
-28.57%
-70,000
-3.74%
$98.22
10.06% $108.10
9.35%
MSFT
-62.07%
-90,000
-14.12%
$288.31
38.43% $399.12
8.63%
AMZN
-83.15%
-740,000
-41.59%
$103.29
69.06% $174.63
8.43%
META
buy
+65,000
+7.50%
$211.94
126.99% $481.07
7.50%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
31.19% $405.08
6.72%
TW
buy
+150,000
+6.45%
$79.02
27.88% $101.05
6.45%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
28.74% $3,414.82
5.77%
ABNB
buy
+80,000
+5.42%
$124.40
24.61% $155.01
5.42%
AMAT
buy
+70,000
+4.68%
$122.83
54.50% $189.77
4.68%
KLAC
-50.00%
-20,000
-4.34%
$399.15
57.37% $628.16
4.34%
AMD
buy
+80,000
+4.27%
$98.01
49.61% $146.64
4.27%
ANET
buy
+35,000
+3.20%
$167.86
46.61% $246.09
3.20%
SPOT
buy
+35,000
+2.54%
$133.63
106.42% $275.83
2.54%
WDAY
buy
+15,000
+1.69%
$206.53
22.12% $252.22
1.69%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
1.31% $240.41
1.33%
PCOR
buy
+20,000
+0.68%
$62.65
12.19% $70.29
0.68%
SHOP
buy
+15,000
+0.39%
$47.93
45.35% $69.67
0.39%
UNP
-100.00%
-60,000
-6.76%
$207.07
12.08% $232.08
0.00%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
CRWD
-100.00%
-75,000
-4.30%
$105.29
168.43% $282.64
0.00%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
74.71% $154.09
0.00%
MA
-100.00%
-45,000
-8.51%
$347.73
30.96% $455.39
0.00%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
AZPN
-100.00%
-17,518
-1.96%
$205.39
3.37% $198.47
0.00%
MSI
-100.00%
-50,000
-7.01%
$257.72
31.79% $339.65
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
8.57% $94.97
0.00%
AZTA
-100.00%
-120,000
-3.80%
$58.22
13.00% $50.65
0.00%
2022 Q4 (17 results)
AMZN
-3.26%
-30,000
-0.74%
$84.00
107.89% $174.63
21.94%
MSFT
-25.64%
-50,000
-3.52%
$239.82
66.42% $399.12
10.20%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
31.13% $405.08
8.61%
FND
-30.00%
-105,000
-2.15%
$69.63
55.25% $108.10
5.01%
KLAC
-20.00%
-10,000
-1.11%
$377.03
66.61% $628.16
4.43%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
69.45% $3,414.82
2.96%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
10.03% $240.41
1.57%
MA
-18.18%
-10,000
-1.02%
$347.73
30.96% $455.39
0.00%
UNP
-45.45%
-50,000
-3.04%
$207.07
12.08% $232.08
0.00%
XLE
buy
+70,000
+1.80%
$87.47
8.57% $94.97
0.00%
AZTA
buy
+120,000
+2.05%
$58.22
13.00% $50.65
0.00%
ALGN
-100.00%
-40,000
-2.43%
$207.10
44.37% $298.98
0.00%
MSI
-33.33%
-25,000
-1.89%
$257.72
31.79% $339.65
0.00%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
74.71% $154.09
0.00%
PYPL
-100.00%
-130,000
-3.28%
$86.07
27.60% $62.31
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.