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 Q3 (33 results)
MSFT
-100.00%
-1,000,000
-2.46%
$44.15
851.78% $420.21
0.00%
AMZN
-100.00%
-5,160,000
-7.25%
$21.70
750.98% $184.70
0.00%
META
+5.88%
+50,000
+0.25%
$89.90
424.93% $471.91
4.50%
ALGN
-100.00%
-1,200,000
-4.19%
$62.71
332.95% $271.50
0.00%
MLM
-100.00%
-200,000
-1.57%
$141.51
310.40% $580.75
0.00%
ZTS
-100.00%
-900,000
-2.41%
$48.22
260.97% $174.06
0.00%
CASY
buy
+500,000
+2.86%
$102.92
225.96% $335.48
0.00%
AXP
-100.00%
-900,000
-3.89%
$77.72
212.43% $242.82
0.00%
TPX
+26.92%
+444,500
+0.70%
$17.86
197.02% $53.04
3.28%
FLT
buy
+590,750
+6.51%
$137.62
120.36% $303.26
6.51%
PYPL
buy
+3,835,000
+10.19%
$31.04
107.73% $64.48
10.19%
W
+212.50%
+340,000
+0.66%
$35.06
91.39% $67.10
0.98%
DLTR
-100.00%
-1,200,000
-5.27%
$78.99
48.51% $117.31
0.00%
JD
-36.67%
-1,100,000
-1.59%
$26.06
35.34% $35.27
2.75%
MHK
buy
+600,000
+6.07%
$181.79
33.79% $120.36
6.07%
NI
-100.00%
-1,884,000
-6.09%
$45.59
35.89% $29.23
0.00%
KHC
buy
+1,900,000
+7.46%
$70.58
48.99% $36.00
7.46%
IHS
-23.08%
-300,000
-1.94%
$116.00
97.10% $3.36
6.45%
PRTY
-100.00%
-1,500,000
-1.69%
$20.27
98.17% $0.37
0.00%
CPGX
+455.56%
+4,100,000
+4.17%
$18.29
-
0.00%
AGN
buy
+300,000
+4.54%
$271.81
-
4.54%
LVLT
+55.00%
+731,500
+2.67%
$43.69
-
7.54%
IMS
-25.00%
-679,999
-1.62%
$29.10
-
0.00%
CXRX
+115.56%
+738,400
+2.47%
$42.65
-
0.00%
1811045D
buy
+362,500
+0.50%
$17.91
-
0.50%
PCP
-100.00%
-616,000
-8.90%
$199.87
-
0.00%
VRX
-100.00%
-350,000
-4.33%
$222.15
-
0.00%
GRA
buy
+400,000
+2.07%
$93.05
-
0.00%
KRFT
-100.00%
-3,010,000
-14.26%
$85.14
-
0.00%
1469138D
+73.08%
+1,900,000
+3.89%
$36.79
-
9.21%
TWC
-90.00%
-900,000
-8.98%
$179.37
-
0.00%
PNRA
+74.29%
+260,000
+2.80%
$193.41
-
6.56%
2818750Q
-100.00%
-560,000
-1.44%
$37.05
-
0.00%
33 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.