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 Q3 (16 results)
MSFT
-17.02%
-37,800
-1.94%
$232.90
70.82% $397.84
9.44%
BRK.B
-54.55%
-150,000
-8.33%
$267.02
50.02% $400.60
6.94%
FND
+483.33%
+278,400
+4.24%
$70.26
60.49% $112.76
5.11%
UNP
-42.11%
-80,000
-3.24%
$194.82
22.01% $237.69
4.46%
RH
RH
+275.00%
+51,150
+2.81%
$246.07
6.48% $262.01
3.84%
ANTM
-38.46%
-25,000
-2.36%
$454.25
6.24% $482.58
3.78%
GOOGL
-59.09%
-260,000
-5.17%
$95.65
74.20% $166.62
3.58%
MSI
+275.00%
+55,000
+2.56%
$223.97
50.13% $336.24
3.49%
MA
-28.57%
-22,000
-1.30%
$284.35
55.13% $441.10
3.25%
KLAC
buy
+50,000
+3.15%
$302.64
125.37% $682.05
3.15%
FISV
buy
+150,000
+2.92%
$93.57
22.08% $114.23
2.92%
BKNG
buy
+8,000
+2.73%
$1,643.25
111.34% $3,472.91
2.73%
GLD
-100.00%
-77,550
-3.85%
$168.46
26.51% $213.13
0.00%
ALGN
buy
+20,200
+1.72%
$207.10
38.36% $286.54
0.00%
PYPL
buy
+130,000
+2.33%
$86.07
22.18% $66.98
0.00%
NVST
-100.00%
-110,250
-1.20%
$38.54
48.60% $19.81
0.00%
2022 Q2 (18 results)
BRK.B
+5.77%
+11,250
+0.81%
$273.02
46.73% $400.60
14.90%
GOOGL
-26.67%
-122,400
-3.46%
$108.96
52.91% $166.62
9.52%
UNP
+2.70%
+5,000
+0.21%
$213.28
11.45% $237.69
8.04%
ANTM
-27.78%
-25,000
-2.40%
$482.58
0.00% $482.58
6.23%
MA
-45.00%
-63,000
-3.95%
$315.48
39.82% $441.10
4.82%
RH
RH
buy
+20,000
+0.84%
$212.25
23.44% $262.01
0.84%
MSI
-60.00%
-30,000
-1.25%
$209.60
60.42% $336.24
0.83%
FND
buy
+60,000
+0.75%
$62.97
79.08% $112.76
0.75%
AZPN
buy
+17,518
+0.64%
$183.70
9.62% $201.37
0.64%
CRM
-100.00%
-205,000
-8.64%
$212.32
28.17% $272.13
0.00%
TOST
-100.00%
-138,600
-0.71%
$21.73
7.61% $23.38
0.00%
BKNG
-100.00%
-9,000
-4.20%
$2,348.44
47.88% $3,472.91
0.00%
ABNB
-100.00%
-160,000
-5.46%
$171.76
7.82% $158.33
0.00%
GLD
buy
+77,550
+3.68%
$168.46
26.51% $213.13
0.00%
NFLX
-100.00%
-160,000
-11.90%
$374.59
50.87% $565.15
0.00%
BSY
-100.00%
-205,000
-1.80%
$44.18
17.11% $51.74
0.00%
SHOP
-100.00%
-314,640
-4.94%
$67.60
6.52% $72.00
0.00%
NVST
-70.00%
-257,250
-2.68%
$38.54
48.60% $19.81
0.00%
34 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.