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)
WFC
-100.00%
-103,400
-0.17%
$45.29
32.94% $60.21
0.00%
U
+314.29%
+220,000
+0.97%
$126.25
84.63% $19.40
1.28%
TTWO
-100.00%
-170,000
-1.05%
$177.02
12.66% $154.60
0.00%
TMUS
-100.00%
-162,350
-0.86%
$144.83
14.62% $166.00
0.00%
STNE
-100.00%
-350,000
-0.82%
$67.06
78.69% $14.29
0.00%
SHOP
+4.00%
+13,700
+0.09%
$135.58
57.98% $56.97
2.46%
CRM
buy
+215,000
+2.04%
$271.22
0.40% $272.29
2.04%
RBLX
+260.00%
+520,000
+1.37%
$75.55
56.76% $32.67
1.90%
RH
RH
buy
+55,000
+1.28%
$666.91
61.81% $254.71
0.00%
PCOR
buy
+228,800
+1.00%
$89.34
23.05% $68.75
0.00%
PAYC
+11.76%
+7,300
+0.17%
$495.75
65.57% $170.68
1.65%
MSI
buy
+225,515
+1.83%
$232.32
56.94% $364.60
1.83%
META
-31.15%
-76,475
-1.13%
$339.39
40.91% $478.22
2.49%
LMND
-86.21%
-125,000
-0.29%
$67.00
75.66% $16.31
0.00%
GLBE
buy
+169,850
+0.54%
$71.80
59.03% $29.42
0.54%
GE
-100.00%
-44,375
-0.17%
$107.67
55.41% $167.33
0.00%
FUTU
-100.00%
-75,000
-0.47%
$179.09
58.32% $74.64
0.00%
FVRR
-100.00%
-21,175
-0.30%
$242.49
89.83% $24.66
0.00%
FTCH
-96.52%
-1,110,000
-1.45%
$37.48
98.29% $0.64
0.00%
ETSY
buy
+180,000
+1.31%
$207.96
70.85% $60.62
1.31%
ESMT
buy
+251,000
+0.30%
$34.06
32.32% $23.05
0.00%
DASH
+25.00%
+49,200
+0.43%
$205.98
45.22% $112.83
0.00%
DLO
buy
+137,890
+0.26%
$54.56
82.48% $9.56
0.00%
DOCN
buy
+208,750
+0.68%
$77.63
53.38% $36.19
0.68%
DXCM
buy
+180,000
+0.86%
$136.72
6.84% $127.37
0.86%
DDOG
buy
+205,000
+1.01%
$141.35
12.56% $123.60
1.01%
CVS
-100.00%
-228,600
-1.05%
$83.44
33.44% $55.54
0.00%
COUP
-44.00%
-55,000
-0.42%
$219.19
63.06% $80.97
0.00%
COIN
-83.78%
-155,000
-1.23%
$227.47
4.48% $237.65
0.00%
CHGG
-66.67%
-200,000
-0.48%
$68.02
94.58% $3.69
0.00%
CHTR
-100.00%
-28,595
-1.08%
$721.44
62.37% $271.46
0.00%
CVNA
-52.38%
-55,000
-0.58%
$301.54
63.80% $109.15
0.00%
SAM
-100.00%
-8,137
-0.43%
$1,020.81
74.46% $260.75
0.00%
BA
-100.00%
-130,000
-1.09%
$239.56
27.15% $174.52
0.00%
AXTA
-100.00%
-675,000
-0.72%
$30.49
15.28% $35.15
0.00%
ADSK
-64.29%
-90,000
-0.90%
$285.18
24.65% $214.89
0.00%
APP
+185.00%
+370,000
+0.94%
$72.37
13.51% $82.15
1.44%
AMAT
-100.00%
-450,000
-2.24%
$142.40
55.12% $220.89
0.00%
ADS
-100.00%
-176,161
-0.64%
$104.19
45.48% $56.80
0.00%
ABNB
-14.29%
-46,250
-0.29%
$167.75
13.88% $144.47
1.76%
AFRM
buy
+640,000
+2.67%
$119.13
74.79% $30.03
0.00%
ATVI
-100.00%
-170,000
-0.57%
$95.44
1.07% $94.42
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.