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)
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
36.77% $3,627.88
5.77%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
KLAC
-50.00%
-20,000
-4.34%
$399.15
75.01% $698.57
4.34%
MA
-100.00%
-45,000
-8.51%
$347.73
38.49% $481.57
0.00%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
36.19% $420.52
6.72%
MSFT
-62.07%
-90,000
-14.12%
$288.31
45.93% $420.72
8.63%
MSI
-100.00%
-50,000
-7.01%
$257.72
37.74% $354.98
0.00%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
42.96% $348.26
1.33%
META
buy
+65,000
+7.50%
$211.94
129.11% $485.58
7.50%
TSLA
-66.67%
-220,000
-24.84%
$207.46
15.27% $175.79
12.42%
UNP
-100.00%
-60,000
-6.76%
$207.07
18.77% $245.93
0.00%
WDAY
buy
+15,000
+1.69%
$206.53
32.06% $272.75
1.69%
AZPN
-100.00%
-17,518
-1.96%
$205.39
3.84% $213.28
0.00%
ANET
buy
+35,000
+3.20%
$167.86
72.75% $289.98
3.20%
SPOT
buy
+35,000
+2.54%
$133.63
97.49% $263.90
2.54%
ABNB
buy
+80,000
+5.42%
$124.40
32.60% $164.96
5.42%
AMAT
buy
+70,000
+4.68%
$122.83
67.90% $206.23
4.68%
CRWD
-100.00%
-75,000
-4.30%
$105.29
204.47% $320.59
0.00%
AMZN
-83.15%
-740,000
-41.59%
$103.29
74.63% $180.38
8.43%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
FND
-28.57%
-70,000
-3.74%
$98.22
31.97% $129.62
9.35%
AMD
buy
+80,000
+4.27%
$98.01
84.15% $180.49
4.27%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
71.12% $150.93
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
7.93% $94.41
0.00%
TW
buy
+150,000
+6.45%
$79.02
31.83% $104.17
6.45%
PCOR
buy
+20,000
+0.68%
$62.65
31.16% $82.17
0.68%
AZTA
-100.00%
-120,000
-3.80%
$58.22
3.54% $60.28
0.00%
SHOP
buy
+15,000
+0.39%
$47.93
60.99% $77.17
0.39%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
2022 Q4 (17 results)
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
80.03% $3,627.88
2.96%
KLAC
-20.00%
-10,000
-1.11%
$377.03
85.28% $698.57
4.43%
MA
-18.18%
-10,000
-1.02%
$347.73
38.49% $481.57
0.00%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
36.13% $420.52
8.61%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
30.34% $348.26
1.57%
MSI
-33.33%
-25,000
-1.89%
$257.72
37.74% $354.98
0.00%
MSFT
-25.64%
-50,000
-3.52%
$239.82
75.43% $420.72
10.20%
ALGN
-100.00%
-40,000
-2.43%
$207.10
58.34% $327.92
0.00%
UNP
-45.45%
-50,000
-3.04%
$207.07
18.77% $245.93
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
71.12% $150.93
0.00%
XLE
buy
+70,000
+1.80%
$87.47
7.93% $94.41
0.00%
PYPL
-100.00%
-130,000
-3.28%
$86.07
22.17% $66.99
0.00%
AMZN
-3.26%
-30,000
-0.74%
$84.00
114.74% $180.38
21.94%
FND
-30.00%
-105,000
-2.15%
$69.63
86.16% $129.62
5.01%
AZTA
buy
+120,000
+2.05%
$58.22
3.54% $60.28
0.00%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
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.