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).

2021 Q3 (42 results)
GE
-100.00%
-44,375
-0.17%
$107.67
56.55% $168.56
0.00%
AMAT
-100.00%
-450,000
-2.24%
$142.40
55.42% $221.32
0.00%
MSI
buy
+225,515
+1.83%
$232.32
54.91% $359.89
1.83%
META
-31.15%
-76,475
-1.13%
$339.39
41.41% $479.92
2.49%
WFC
-100.00%
-103,400
-0.17%
$45.29
31.33% $59.48
0.00%
TMUS
-100.00%
-162,350
-0.86%
$144.83
15.52% $167.31
0.00%
APP
+185.00%
+370,000
+0.94%
$72.37
15.01% $83.23
1.44%
AXTA
-100.00%
-675,000
-0.72%
$30.49
14.27% $34.84
0.00%
COIN
-83.78%
-155,000
-1.23%
$227.47
7.71% $245.00
0.00%
CRM
buy
+215,000
+2.04%
$271.22
0.51% $269.83
2.04%
ATVI
-100.00%
-170,000
-0.57%
$95.44
1.07% $94.42
0.00%
DXCM
buy
+180,000
+0.86%
$136.72
6.83% $127.38
0.86%
TTWO
-100.00%
-170,000
-1.05%
$177.02
11.43% $156.79
0.00%
ABNB
-14.29%
-46,250
-0.29%
$167.75
12.36% $147.01
1.76%
DDOG
buy
+205,000
+1.01%
$141.35
13.61% $122.11
1.01%
PCOR
buy
+228,800
+1.00%
$89.34
22.97% $68.82
0.00%
ADSK
-64.29%
-90,000
-0.90%
$285.18
26.20% $210.45
0.00%
BA
-100.00%
-130,000
-1.09%
$239.56
26.92% $175.08
0.00%
ESMT
buy
+251,000
+0.30%
$34.06
32.32% $23.05
0.00%
CVS
-100.00%
-228,600
-1.05%
$83.44
35.73% $53.63
0.00%
DASH
+25.00%
+49,200
+0.43%
$205.98
45.41% $112.44
0.00%
ADS
-100.00%
-176,161
-0.64%
$104.19
45.48% $56.80
0.00%
DOCN
buy
+208,750
+0.68%
$77.63
51.91% $37.33
0.68%
RBLX
+260.00%
+520,000
+1.37%
$75.55
56.37% $32.96
1.90%
FUTU
-100.00%
-75,000
-0.47%
$179.09
57.06% $76.91
0.00%
SHOP
+4.00%
+13,700
+0.09%
$135.58
57.08% $58.19
2.46%
GLBE
buy
+169,850
+0.54%
$71.80
57.41% $30.58
0.54%
CHTR
-100.00%
-28,595
-1.08%
$721.44
62.38% $271.42
0.00%
RH
RH
buy
+55,000
+1.28%
$666.91
62.42% $250.64
0.00%
COUP
-44.00%
-55,000
-0.42%
$219.19
63.06% $80.97
0.00%
CVNA
-52.38%
-55,000
-0.58%
$301.54
65.31% $104.59
0.00%
PAYC
+11.76%
+7,300
+0.17%
$495.75
66.36% $166.79
1.65%
ETSY
buy
+180,000
+1.31%
$207.96
70.63% $61.07
1.31%
SAM
-100.00%
-8,137
-0.43%
$1,020.81
74.58% $259.51
0.00%
AFRM
buy
+640,000
+2.67%
$119.13
75.12% $29.64
0.00%
LMND
-86.21%
-125,000
-0.29%
$67.00
75.45% $16.45
0.00%
STNE
-100.00%
-350,000
-0.82%
$67.06
78.65% $14.32
0.00%
DLO
buy
+137,890
+0.26%
$54.56
82.72% $9.43
0.00%
U
+314.29%
+220,000
+0.97%
$126.25
84.89% $19.08
1.28%
FVRR
-100.00%
-21,175
-0.30%
$242.49
89.68% $25.03
0.00%
CHGG
-66.67%
-200,000
-0.48%
$68.02
94.66% $3.63
0.00%
FTCH
-96.52%
-1,110,000
-1.45%
$37.48
98.29% $0.64
0.00%
42 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.