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)
CRWD
-100.00%
-75,000
-4.30%
$105.29
188.78% $304.07
0.00%
SPOT
buy
+35,000
+2.54%
$133.63
116.71% $289.59
2.54%
META
buy
+65,000
+7.50%
$211.94
109.16% $443.29
7.50%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
94.95% $171.95
0.00%
KLAC
-50.00%
-20,000
-4.34%
$399.15
76.94% $706.26
4.34%
AMZN
-83.15%
-740,000
-41.59%
$103.29
73.89% $179.62
8.43%
AMAT
buy
+70,000
+4.68%
$122.83
65.58% $203.38
4.68%
AMD
buy
+80,000
+4.27%
$98.01
60.59% $157.40
4.27%
ANET
buy
+35,000
+3.20%
$167.86
57.69% $264.70
3.20%
SHOP
buy
+15,000
+0.39%
$47.93
48.81% $71.33
0.39%
MSFT
-62.07%
-90,000
-14.12%
$288.31
40.93% $406.32
8.63%
MSI
-100.00%
-50,000
-7.01%
$257.72
34.44% $346.48
0.00%
MA
-100.00%
-45,000
-8.51%
$347.73
32.98% $462.42
0.00%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
32.75% $3,521.08
5.77%
ABNB
buy
+80,000
+5.42%
$124.40
32.02% $164.23
5.42%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
30.22% $402.10
6.72%
TW
buy
+150,000
+6.45%
$79.02
28.88% $101.84
6.45%
WDAY
buy
+15,000
+1.69%
$206.53
21.55% $251.04
1.69%
UNP
-100.00%
-60,000
-6.76%
$207.07
17.25% $242.79
0.00%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
FND
-28.57%
-70,000
-3.74%
$98.22
12.94% $110.93
9.35%
PCOR
buy
+20,000
+0.68%
$62.65
11.88% $70.09
0.68%
XLE
-100.00%
-70,000
-3.33%
$87.47
9.45% $95.74
0.00%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
2.18% $248.91
1.33%
AZPN
-100.00%
-17,518
-1.96%
$205.39
3.39% $198.43
0.00%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
AZTA
-100.00%
-120,000
-3.80%
$58.22
10.37% $52.18
0.00%
TSLA
-66.67%
-220,000
-24.84%
$207.46
18.88% $168.29
12.42%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
2022 Q4 (17 results)
AMZN
-3.26%
-30,000
-0.74%
$84.00
113.83% $179.62
21.94%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
94.95% $171.95
0.00%
KLAC
-20.00%
-10,000
-1.11%
$377.03
87.32% $706.26
4.43%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
74.73% $3,521.08
2.96%
MSFT
-25.64%
-50,000
-3.52%
$239.82
69.43% $406.32
10.20%
FND
-30.00%
-105,000
-2.15%
$69.63
59.32% $110.93
5.01%
ALGN
-100.00%
-40,000
-2.43%
$207.10
49.21% $309.02
0.00%
MSI
-33.33%
-25,000
-1.89%
$257.72
34.44% $346.48
0.00%
MA
-18.18%
-10,000
-1.02%
$347.73
32.98% $462.42
0.00%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
30.17% $402.10
8.61%
UNP
-45.45%
-50,000
-3.04%
$207.07
17.25% $242.79
0.00%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
XLE
buy
+70,000
+1.80%
$87.47
9.45% $95.74
0.00%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
6.85% $248.91
1.57%
AZTA
buy
+120,000
+2.05%
$58.22
10.37% $52.18
0.00%
PYPL
-100.00%
-130,000
-3.28%
$86.07
23.36% $65.96
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.