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)
BRK.B
-100.00%
-9,950
-0.06%
$144.30
188.94% $416.94
0.00%
JMEI
-100.00%
-300,000
-0.21%
$15.82
-
0.00%
IHS
+7.44%
+90,000
+0.51%
$128.63
97.39% $3.36
7.40%
1469138D
+13.04%
+300,000
+0.52%
$39.48
-
4.54%
ZTS
+45.16%
+280,000
+0.60%
$48.22
260.97% $174.06
0.00%
IMS
-10.11%
-450,000
-0.61%
$30.65
-
5.43%
ARG
-100.00%
-150,000
-0.70%
$106.11
-
0.00%
9876599D
-27.27%
-300,000
-0.70%
$52.74
-
1.87%
RNG
buy
+1,000,000
+0.82%
$18.49
99.68% $36.92
0.82%
W
-75.38%
-362,600
-0.82%
$37.64
78.28% $67.10
0.27%
SAM
-100.00%
-75,000
-0.89%
$267.40
4.84% $280.33
0.00%
LVLT
+25.00%
+400,000
+0.93%
$52.67
-
4.66%
META
-22.73%
-207,500
-0.95%
$85.76
450.24% $471.91
3.23%
WDAY
-100.00%
-245,000
-1.05%
$84.41
205.57% $257.93
0.00%
CPGX
buy
+900,000
+1.15%
$28.80
-
1.15%
2818750Q
buy
+560,000
+1.15%
$37.05
-
0.00%
CDK
-100.00%
-588,000
-1.24%
$46.76
17.11% $54.76
0.00%
MLM
buy
+200,000
+1.25%
$141.51
310.40% $580.75
0.00%
PRTY
buy
+1,500,000
+1.35%
$20.27
98.17% $0.37
0.00%
GHC
-100.00%
-35,000
-1.63%
$1,049.63
27.42% $761.87
0.00%
AMZN
-23.08%
-1,548,000
-1.73%
$21.70
750.98% $184.70
0.00%
TPX
buy
+1,963,000
+1.90%
$16.48
221.94% $53.04
1.90%
MSFT
buy
+1,000,000
+1.95%
$44.15
851.78% $420.21
0.00%
VRX
-36.36%
-200,000
-1.97%
$222.15
-
0.00%
BIDU
-100.00%
-220,000
-2.03%
$208.40
46.94% $110.58
0.00%
9876540D
-100.00%
-250,000
-2.14%
$193.11
-
0.00%
8888000D
-100.00%
-85,500
-2.21%
$554.70
-
0.00%
NI
+84.62%
+863,500
+2.22%
$45.59
35.89% $29.23
0.00%
ARMK
-100.00%
-1,600,000
-2.24%
$31.63
5.31% $33.31
0.00%
WFM
-100.00%
-990,000
-2.28%
$52.08
-
0.00%
CRI
-100.00%
-649,130
-2.66%
$92.47
25.75% $68.66
0.00%
PNRA
buy
+350,000
+2.71%
$174.77
-
2.71%
CXRX
buy
+760,500
+2.88%
$72.25
-
2.88%
AXP
buy
+900,000
+3.10%
$77.72
212.43% $242.82
0.00%
JD
+252.94%
+1,752,250
+3.25%
$34.10
3.43% $35.27
4.53%
DLTR
+380.00%
+950,000
+3.32%
$78.99
48.51% $117.31
0.00%
ALGN
buy
+1,200,000
+3.33%
$62.71
332.95% $271.50
0.00%
MCD
-100.00%
-900,000
-3.88%
$97.44
179.54% $272.38
0.00%
EQIX
-100.00%
-438,175
-4.38%
$225.85
254.15% $799.83
0.00%
MJN
-100.00%
-950,250
-4.67%
$100.53
-
0.00%
PCP
buy
+616,000
+7.08%
$199.87
-
0.00%
TWC
buy
+1,000,000
+7.89%
$178.17
-
7.89%
KRFT
+1,559.79%
+2,828,652
+10.66%
$85.14
-
0.00%
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.