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).

2015 Q4 (37 results)
AGN
+66.67%
+200,000
+1.96%
$312.50
-
4.90%
LNKD
buy
+42,400
+0.56%
$225.08
-
0.00%
PNRA
+16.39%
+100,000
+0.61%
$194.78
-
4.34%
BIDU
buy
+200,000
+1.19%
$189.04
42.12% $109.42
0.00%
TWC
-100.00%
-100,000
-0.56%
$179.37
-
0.00%
COST
buy
+132,250
+1.16%
$161.50
381.67% $777.90
0.00%
FLT
+11.76%
+56,000
+0.45%
$142.93
112.17% $303.26
4.26%
IHS
+20.00%
+200,000
+0.74%
$118.43
97.21% $3.31
4.46%
META
-16.67%
-150,000
-0.49%
$104.66
350.84% $471.85
2.46%
ABC
buy
+2,100,000
+6.83%
$103.71
73.54% $179.98
6.83%
CASY
-100.00%
-500,000
-1.61%
$102.92
228.18% $337.76
0.00%
VRX
buy
+800,000
+2.55%
$101.65
-
0.00%
1856613D
buy
+1,200,000
+3.71%
$98.52
-
3.71%
INTU
buy
+100,000
+0.30%
$96.50
558.47% $635.42
0.00%
TAP
buy
+1,030,000
+5.89%
$93.92
38.10% $58.14
5.89%
GRA
-100.00%
-400,000
-1.17%
$93.05
-
0.00%
KHC
+5.26%
+100,000
+0.23%
$72.76
50.26% $36.19
4.56%
MSFT
buy
+5,000,000
+8.70%
$55.48
650.83% $416.56
8.70%
LVLT
-25.81%
-800,000
-1.36%
$54.36
-
3.92%
KMX
buy
+300,000
+0.51%
$53.97
40.37% $75.76
0.00%
ZTS
buy
+2,425,000
+3.76%
$47.92
252.40% $168.87
0.00%
W
+80.00%
+400,000
+0.60%
$47.62
49.69% $71.28
1.34%
9876599D
-100.00%
-800,000
-1.11%
$44.34
-
0.00%
CXRX
-100.00%
-1,377,400
-2.59%
$42.65
-
0.00%
A
buy
+310,000
+0.66%
$41.81
261.83% $151.28
0.00%
GOOGL
buy
+4,000,000
+4.88%
$38.90
337.89% $170.34
4.88%
PTC
buy
+1,100,000
+1.19%
$34.63
421.31% $180.53
0.00%
AMZN
buy
+2,057,000
+3.60%
$33.79
453.55% $187.07
3.60%
JD
+47.37%
+490,499
+0.91%
$32.27
3.36% $33.35
0.00%
IMS
-100.00%
-2,039,999
-2.74%
$29.10
-
0.00%
CMCSA
buy
+3,000,000
+2.65%
$28.22
40.71% $39.70
2.65%
1469138D
-33.33%
-1,500,000
-1.22%
$25.97
-
2.44%
1811045D
+390.00%
+1,150,500
+1.14%
$18.71
-
1.44%
CPGX
-100.00%
-5,000,000
-2.87%
$18.29
-
0.00%
RNG
-100.00%
-1,000,000
-0.57%
$18.15
107.60% $37.68
0.00%
TPX
+39.39%
+1,280,500
+0.72%
$17.62
202.75% $53.33
2.54%
MNST
buy
+21,600,000
+2.10%
$3.10
1K+% $54.48
0.00%
37 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.