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)
AZTA
-100.00%
-120,000
-3.80%
$58.22
9.70% $52.57
0.00%
UNP
-100.00%
-60,000
-6.76%
$207.07
14.02% $236.09
0.00%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
CRWD
-100.00%
-75,000
-4.30%
$105.29
186.18% $301.33
0.00%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
79.46% $158.28
0.00%
MA
-100.00%
-45,000
-8.51%
$347.73
32.94% $462.28
0.00%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
AZPN
-100.00%
-17,518
-1.96%
$205.39
3.20% $198.81
0.00%
MSI
-100.00%
-50,000
-7.01%
$257.72
33.89% $345.06
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
9.65% $95.91
0.00%
AMZN
-83.15%
-740,000
-41.59%
$103.29
73.83% $179.55
8.43%
TSLA
-66.67%
-220,000
-24.84%
$207.46
30.15% $144.92
12.42%
MSFT
-62.07%
-90,000
-14.12%
$288.31
41.28% $407.33
8.63%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
32.00% $407.59
6.72%
KLAC
-50.00%
-20,000
-4.34%
$399.15
62.90% $650.20
4.34%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
2.01% $248.50
1.33%
FND
-28.57%
-70,000
-3.74%
$98.22
12.32% $110.32
9.35%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
33.24% $3,534.18
5.77%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
ANET
buy
+35,000
+3.20%
$167.86
49.85% $251.54
3.20%
ABNB
buy
+80,000
+5.42%
$124.40
28.95% $160.41
5.42%
TW
buy
+150,000
+6.45%
$79.02
28.88% $101.84
6.45%
SHOP
buy
+15,000
+0.39%
$47.93
55.28% $74.43
0.39%
WDAY
buy
+15,000
+1.69%
$206.53
25.19% $258.56
1.69%
SPOT
buy
+35,000
+2.54%
$133.63
132.14% $310.20
2.54%
PCOR
buy
+20,000
+0.68%
$62.65
14.72% $71.87
0.68%
AMAT
buy
+70,000
+4.68%
$122.83
57.47% $193.42
4.68%
AMD
buy
+80,000
+4.27%
$98.01
55.70% $152.61
4.27%
META
buy
+65,000
+7.50%
$211.94
134.47% $496.94
7.50%
2022 Q4 (17 results)
PYPL
-100.00%
-130,000
-3.28%
$86.07
25.04% $64.52
0.00%
ALGN
-100.00%
-40,000
-2.43%
$207.10
50.13% $310.92
0.00%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
79.46% $158.28
0.00%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
7.00% $248.50
1.57%
UNP
-45.45%
-50,000
-3.04%
$207.07
14.02% $236.09
0.00%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
75.38% $3,534.18
2.96%
MSI
-33.33%
-25,000
-1.89%
$257.72
33.89% $345.06
0.00%
FND
-30.00%
-105,000
-2.15%
$69.63
58.44% $110.32
5.01%
MSFT
-25.64%
-50,000
-3.52%
$239.82
69.85% $407.33
10.20%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
31.95% $407.59
8.61%
KLAC
-20.00%
-10,000
-1.11%
$377.03
72.46% $650.20
4.43%
MA
-18.18%
-10,000
-1.02%
$347.73
32.94% $462.28
0.00%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
AMZN
-3.26%
-30,000
-0.74%
$84.00
113.75% $179.55
21.94%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
XLE
buy
+70,000
+1.80%
$87.47
9.65% $95.91
0.00%
AZTA
buy
+120,000
+2.05%
$58.22
9.70% $52.57
0.00%
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.