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 Q2 (43 results)
ZTS
+45.16%
+280,000
+0.60%
$48.22
246.47% $167.07
0.00%
WFM
-100.00%
-990,000
-2.28%
$52.08
-
0.00%
WDAY
-100.00%
-280,000
-1.05%
$84.41
203.02% $255.78
0.00%
W
-75.38%
-490,000
-0.82%
$37.64
68.95% $63.59
0.27%
VRX
-36.36%
-200,000
-1.97%
$222.15
-
0.00%
TWC
buy
+1,000,000
+7.89%
$178.17
-
7.89%
TPX
buy
+2,600,000
+1.90%
$16.48
205.80% $50.38
1.90%
SAM
-100.00%
-75,000
-0.89%
$267.40
3.69% $277.28
0.00%
RNG
buy
+1,000,000
+0.82%
$18.49
64.90% $30.49
0.82%
PRTY
buy
+1,500,000
+1.35%
$20.27
98.17% $0.37
0.00%
PNRA
buy
+350,000
+2.71%
$174.77
-
2.71%
PCP
buy
+800,000
+7.08%
$199.87
-
0.00%
NI
+84.62%
+1,100,000
+2.22%
$45.59
37.40% $28.54
0.00%
MSFT
buy
+1,000,000
+1.95%
$44.15
821.09% $406.66
0.00%
MLM
buy
+200,000
+1.25%
$141.51
317.66% $591.03
0.00%
MJN
-100.00%
-1,050,000
-4.67%
$100.53
-
0.00%
META
-22.73%
-250,000
-0.95%
$85.76
426.98% $451.96
3.23%
MCD
-100.00%
-900,000
-3.88%
$97.44
177.42% $270.32
0.00%
LVLT
+25.00%
+400,000
+0.93%
$52.67
-
4.66%
KRFT
+1,559.79%
+2,828,652
+10.66%
$85.14
-
0.00%
JMEI
-100.00%
-300,000
-0.21%
$15.82
-
0.00%
JD
+252.94%
+2,150,000
+3.25%
$34.10
3.61% $32.87
4.53%
IMS
-10.11%
-450,000
-0.61%
$30.65
-
5.43%
IHS
+7.44%
+90,000
+0.51%
$128.63
97.05% $3.80
7.40%
GHC
-100.00%
-35,000
-1.63%
$1,049.63
30.20% $732.68
0.00%
EQIX
-100.00%
-438,175
-4.38%
$225.85
210.02% $700.18
0.00%
DLTR
+380.00%
+950,000
+3.32%
$78.99
52.84% $120.73
0.00%
CXRX
buy
+900,000
+2.88%
$72.25
-
2.88%
CRI
-100.00%
-649,130
-2.66%
$92.47
24.14% $70.15
0.00%
CPGX
buy
+900,000
+1.15%
$28.80
-
1.15%
CDK
-100.00%
-600,000
-1.24%
$46.76
17.11% $54.76
0.00%
BRK.B
-100.00%
-10,000
-0.06%
$144.30
177.80% $400.87
0.00%
BIDU
-100.00%
-220,000
-2.03%
$208.40
45.58% $113.41
0.00%
AXP
buy
+900,000
+3.10%
$77.72
196.92% $230.77
0.00%
ARMK
-100.00%
-1,600,000
-2.24%
$31.63
2.24% $30.92
0.00%
ARG
-100.00%
-150,000
-0.70%
$106.11
-
0.00%
AMZN
-23.08%
-1,800,000
-1.73%
$21.70
757.93% $186.21
0.00%
ALGN
buy
+1,200,000
+3.33%
$62.71
359.05% $287.87
0.00%
9876599D
-27.27%
-300,000
-0.70%
$52.74
-
1.87%
9876540D
-100.00%
-250,000
-2.14%
$193.11
-
0.00%
8888000D
-100.00%
-90,000
-2.21%
$554.70
-
0.00%
2818750Q
buy
+700,000
+1.15%
$37.05
-
0.00%
1469138D
+13.04%
+300,000
+0.52%
$39.48
-
4.54%
43 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.