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 Q1 (39 results)
GHC
+25.00%
+7,000
+0.42%
$1,049.63
31.61% $717.82
0.00%
8888000D
buy
+85,500
+2.87%
$554.70
-
0.00%
SAM
-50.98%
-78,000
-1.20%
$267.40
5.91% $283.20
0.00%
EQIX
buy
+438,175
+5.70%
$225.85
223.94% $731.61
0.00%
EQIX
-100.00%
-185,580
-3.91%
$219.91
232.68% $731.61
0.00%
1284849D
-100.00%
-112,875
-2.14%
$212.59
-
0.00%
BIDU
+7.32%
+15,000
+0.18%
$208.40
51.77% $100.52
0.00%
VRX
+3.77%
+17,800
+0.23%
$198.62
-
6.29%
9876540D
-16.67%
-50,000
-0.56%
$193.11
-
0.00%
ULTA
-100.00%
-420,000
-3.09%
$127.84
217.89% $406.39
0.00%
IHS
buy
+1,210,000
+7.92%
$113.76
96.90% $3.53
7.92%
ARG
-42.31%
-110,000
-0.67%
$106.11
-
0.00%
Z
-100.00%
-34,125
-0.40%
$105.89
58.76% $43.67
0.00%
MJN
+110.00%
+497,750
+3.18%
$100.53
-
0.00%
MCD
buy
+900,000
+5.05%
$97.44
180.26% $273.09
0.00%
CRI
buy
+649,130
+3.45%
$92.47
24.29% $70.01
0.00%
KRFT
buy
+166,840
+0.91%
$87.11
-
0.91%
TWX
-100.00%
-138,749
-1.23%
$85.42
-
0.00%
WDAY
buy
+245,000
+1.36%
$84.41
197.40% $251.04
0.00%
META
+450.00%
+900,000
+4.26%
$82.22
439.18% $443.29
5.20%
DLTR
buy
+250,000
+1.17%
$81.14
50.03% $121.74
1.17%
HSNI
-100.00%
-207,675
-1.55%
$76.00
-
0.00%
TRIP
-100.00%
-80,000
-0.34%
$74.66
63.23% $27.45
0.00%
DG
-100.00%
-400,000
-1.63%
$70.70
100.95% $142.07
0.00%
LVLT
+23.08%
+300,000
+0.93%
$53.84
-
4.96%
WFM
+8.79%
+80,000
+0.24%
$52.08
-
0.00%
CDK
-53.85%
-686,000
-1.88%
$46.76
17.11% $54.76
0.00%
ZTS
+37.78%
+170,000
+0.45%
$46.29
242.23% $158.42
1.65%
CLV
-100.00%
-160,000
-0.42%
$45.50
-
0.00%
NI
buy
+1,300,000
+3.30%
$44.16
36.73% $27.94
3.30%
A
-100.00%
-1,000,000
-2.36%
$40.94
236.44% $137.74
0.00%
1469138D
buy
+2,219,500
+5.08%
$38.35
-
5.08%
PBA
-100.00%
-204,000
-0.43%
$36.43
1.66% $35.82
0.00%
W
+261.11%
+470,000
+0.87%
$32.12
61.92% $52.01
1.20%
ARMK
buy
+1,600,000
+2.91%
$31.63
2.28% $32.35
0.00%
JD
buy
+850,000
+1.44%
$29.38
3.27% $30.34
1.44%
IMS
+3.49%
+140,250
+0.23%
$27.07
-
6.93%
AMZN
+664.71%
+3,457,800
+7.26%
$18.61
865.44% $179.62
8.35%
JMEI
buy
+300,000
+0.27%
$15.82
-
0.00%
39 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.