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 Q1 (57 results)
BKNG
buy
+9,000
+2.34%
$2,348.44
49.93% $3,521.08
0.00%
CMG
-100.00%
-20,000
-3.87%
$1,748.25
82.29% $3,186.97
0.00%
MELI
-100.00%
-40,500
-6.04%
$1,348.40
4.27% $1,406.00
0.00%
SIVB
-100.00%
-10,000
-0.75%
$678.20
84.36% $106.04
0.00%
HUBS
-100.00%
-74,000
-5.40%
$659.15
4.25% $631.13
0.00%
ALGN
-100.00%
-129,000
-9.38%
$657.18
52.98% $309.02
0.00%
MDB
-100.00%
-95,000
-5.56%
$529.35
27.50% $383.80
0.00%
PAYC
-100.00%
-35,000
-1.61%
$415.20
54.51% $188.89
0.00%
NFLX
+23.08%
+30,000
+1.24%
$374.59
49.83% $561.23
0.00%
ISRG
-100.00%
-80,000
-3.18%
$359.30
4.46% $375.33
0.00%
MA
buy
+140,000
+5.53%
$357.38
29.39% $462.42
5.53%
BRK.B
buy
+202,800
+10.15%
$352.91
13.94% $402.10
10.15%
META
-100.00%
-390,000
-14.51%
$336.35
31.79% $443.29
0.00%
MSFT
-6.00%
-12,375
-0.51%
$308.31
31.79% $406.32
8.01%
IQV
-100.00%
-63,125
-3.90%
$282.14
16.75% $234.88
0.00%
UNP
buy
+185,000
+5.59%
$273.21
11.13% $242.79
5.59%
STZ
-100.00%
-62,149
-3.05%
$250.97
3.61% $260.04
0.00%
BILL
-100.00%
-205,000
-5.65%
$249.15
74.94% $62.44
0.00%
MSI
-58.33%
-55,650
-1.88%
$242.20
43.06% $346.48
1.34%
SPOT
-100.00%
-121,000
-3.13%
$234.03
23.74% $289.59
0.00%
ROKU
-100.00%
-125,000
-3.16%
$228.20
75.31% $56.35
0.00%
CRWD
-58.33%
-85,050
-2.64%
$227.08
33.90% $304.07
1.88%
OKTA
-100.00%
-100,000
-2.48%
$224.17
58.83% $92.29
0.00%
SE
-100.00%
-194,895
-5.27%
$223.71
71.90% $62.86
0.00%
ETSY
-100.00%
-2,674
-0.12%
$219.00
69.21% $67.43
0.00%
CRM
-47.44%
-185,000
-4.34%
$212.32
29.19% $274.29
0.00%
PYPL
-100.00%
-120,015
-2.65%
$188.58
65.02% $65.96
0.00%
DDOG
-100.00%
-205,000
-4.04%
$178.11
26.20% $131.45
0.00%
ABNB
+77.78%
+70,000
+1.33%
$171.76
4.39% $164.23
0.00%
AMZN
-4.17%
-40,000
-0.72%
$163.00
10.20% $179.62
16.59%
SQ
-100.00%
-169,360
-5.22%
$161.51
53.89% $74.48
0.00%
AMAT
-100.00%
-184,450
-5.40%
$157.36
29.24% $203.38
0.00%
DOCU
-100.00%
-75,000
-1.26%
$152.31
62.44% $57.20
0.00%
SI
-100.00%
-85,000
-1.39%
$148.20
99.16% $1.25
0.00%
U
-100.00%
-272,000
-4.30%
$142.99
83.12% $24.13
0.00%
GOOGL
+25.00%
+120,000
+1.85%
$139.07
23.64% $171.95
9.23%
DXCM
-100.00%
-28,600
-0.77%
$134.23
7.37% $124.34
0.00%
MTCH
-100.00%
-200,812
-2.97%
$132.25
75.89% $31.89
0.00%
NET
-100.00%
-325,000
-4.73%
$131.50
33.07% $88.01
0.00%
TRU
-100.00%
-140,000
-1.84%
$118.58
37.18% $74.49
0.00%
IRTC
-100.00%
-180,000
-2.34%
$117.69
4.91% $111.91
0.00%
RBLX
-100.00%
-274,350
-3.37%
$103.16
65.09% $36.01
0.00%
GH
-100.00%
-166,400
-3.54%
$100.02
82.65% $17.35
0.00%
APP
-100.00%
-441,819
-4.61%
$94.26
21.68% $73.82
0.00%
PLNT
-100.00%
-160,000
-1.60%
$90.58
33.46% $60.27
0.00%
DOCN
-100.00%
-274,000
-2.43%
$80.33
58.28% $33.51
0.00%
SHOP
-26.40%
-112,860
-0.99%
$67.60
5.53% $71.33
0.00%
Z
-100.00%
-292,320
-2.37%
$63.85
31.61% $43.67
0.00%
GLBE
-100.00%
-200,000
-1.40%
$63.39
46.98% $33.61
0.00%
AMPL
-100.00%
-200,000
-1.17%
$52.94
81.26% $9.92
0.00%
NVST
buy
+500,000
+2.69%
$48.71
58.14% $20.39
2.69%
SNAP
-100.00%
-1,479,600
-8.55%
$47.03
69.06% $14.55
0.00%
BSY
buy
+205,000
+1.00%
$44.18
22.20% $53.99
0.00%
PTON
-100.00%
-635,000
-2.51%
$35.76
91.16% $3.16
0.00%
FSLY
-100.00%
-440,000
-1.73%
$35.45
63.47% $12.95
0.00%
TOST
buy
+138,600
+0.40%
$21.73
10.05% $23.91
0.00%
JMIA
-100.00%
-200,000
-0.25%
$11.40
60.18% $4.54
0.00%
57 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.