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).

2022 Q1 (57 results)
GH
-100.00%
-166,400
-3.54%
$100.02
81.21% $18.79
0.00%
ROKU
-100.00%
-125,000
-3.16%
$228.20
74.12% $59.06
0.00%
SQ
-100.00%
-169,360
-5.22%
$161.51
56.70% $69.93
0.00%
PTON
-100.00%
-635,000
-2.51%
$35.76
90.46% $3.41
0.00%
AMAT
-100.00%
-184,450
-5.40%
$157.36
29.89% $204.39
0.00%
OKTA
-100.00%
-100,000
-2.48%
$224.17
57.10% $96.18
0.00%
DOCU
-100.00%
-75,000
-1.26%
$152.31
60.77% $59.75
0.00%
MELI
-100.00%
-40,500
-6.04%
$1,348.40
21.39% $1,636.82
0.00%
U
-100.00%
-272,000
-4.30%
$142.99
82.86% $24.51
0.00%
IRTC
-100.00%
-180,000
-2.34%
$117.69
8.78% $107.36
0.00%
SPOT
-100.00%
-121,000
-3.13%
$234.03
26.30% $295.58
0.00%
DDOG
-100.00%
-205,000
-4.04%
$178.11
30.51% $123.77
0.00%
HUBS
-100.00%
-74,000
-5.40%
$659.15
9.21% $598.43
0.00%
SE
-100.00%
-194,895
-5.27%
$223.71
70.17% $66.74
0.00%
CMG
-100.00%
-20,000
-3.87%
$1,748.25
80.96% $3,163.65
0.00%
PLNT
-100.00%
-160,000
-1.60%
$90.58
33.61% $60.14
0.00%
APP
-100.00%
-441,819
-4.61%
$94.26
20.80% $74.65
0.00%
PAYC
-100.00%
-35,000
-1.61%
$415.20
59.04% $170.05
0.00%
ALGN
-100.00%
-129,000
-9.38%
$657.18
56.04% $288.88
0.00%
Z
-100.00%
-292,320
-2.37%
$63.85
35.93% $40.91
0.00%
ETSY
-100.00%
-2,674
-0.12%
$219.00
72.63% $59.94
0.00%
META
-100.00%
-390,000
-14.51%
$336.35
33.74% $449.84
0.00%
DXCM
-100.00%
-28,600
-0.77%
$134.23
4.42% $128.30
0.00%
JMIA
-100.00%
-200,000
-0.25%
$11.40
55.61% $5.06
0.00%
SIVB
-100.00%
-10,000
-0.75%
$678.20
84.36% $106.04
0.00%
ISRG
-100.00%
-80,000
-3.18%
$359.30
6.25% $381.76
0.00%
SI
-100.00%
-85,000
-1.39%
$148.20
99.16% $1.25
0.00%
NET
-100.00%
-325,000
-4.73%
$131.50
43.99% $73.66
0.00%
GLBE
-100.00%
-200,000
-1.40%
$63.39
49.35% $32.11
0.00%
RBLX
-100.00%
-274,350
-3.37%
$103.16
62.11% $39.09
0.00%
BILL
-100.00%
-205,000
-5.65%
$249.15
76.76% $57.91
0.00%
PYPL
-100.00%
-120,015
-2.65%
$188.58
65.29% $65.46
0.00%
AMPL
-100.00%
-200,000
-1.17%
$52.94
81.09% $10.01
0.00%
MDB
-100.00%
-95,000
-5.56%
$529.35
31.64% $361.86
0.00%
FSLY
-100.00%
-440,000
-1.73%
$35.45
76.16% $8.45
0.00%
DOCN
-100.00%
-274,000
-2.43%
$80.33
57.24% $34.35
0.00%
MTCH
-100.00%
-200,812
-2.97%
$132.25
76.03% $31.70
0.00%
TRU
-100.00%
-140,000
-1.84%
$118.58
34.91% $77.18
0.00%
IQV
-100.00%
-63,125
-3.90%
$282.14
20.49% $224.33
0.00%
SNAP
-100.00%
-1,479,600
-8.55%
$47.03
65.49% $16.23
0.00%
STZ
-100.00%
-62,149
-3.05%
$250.97
2.02% $256.05
0.00%
MSI
-58.33%
-55,650
-1.88%
$242.20
45.70% $352.88
1.34%
CRWD
-58.33%
-85,050
-2.64%
$227.08
36.17% $309.21
1.88%
CRM
-47.44%
-185,000
-4.34%
$212.32
29.07% $274.04
0.00%
SHOP
-26.40%
-112,860
-0.99%
$67.60
9.59% $74.08
0.00%
MSFT
-6.00%
-12,375
-0.51%
$308.31
31.73% $406.14
8.01%
AMZN
-4.17%
-40,000
-0.72%
$163.00
14.35% $186.38
16.59%
NFLX
+23.08%
+30,000
+1.24%
$374.59
54.08% $577.18
0.00%
GOOGL
+25.00%
+120,000
+1.85%
$139.07
19.55% $166.25
9.23%
ABNB
+77.78%
+70,000
+1.33%
$171.76
7.30% $159.23
0.00%
BKNG
buy
+9,000
+2.34%
$2,348.44
52.52% $3,581.77
0.00%
BRK.B
buy
+202,800
+10.15%
$352.91
14.32% $403.45
10.15%
UNP
buy
+185,000
+5.59%
$273.21
11.73% $241.17
5.59%
TOST
buy
+138,600
+0.40%
$21.73
6.00% $23.03
0.00%
NVST
buy
+500,000
+2.69%
$48.71
60.69% $19.15
2.69%
MA
buy
+140,000
+5.53%
$357.38
24.31% $444.24
5.53%
BSY
buy
+205,000
+1.00%
$44.18
20.62% $53.29
0.00%
57 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.