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)
JMIA
-100.00%
-200,000
-0.25%
$11.40
46.58% $6.09
0.00%
TOST
buy
+165,000
+0.40%
$21.73
24.41% $27.03
0.00%
FSLY
-100.00%
-440,000
-1.73%
$35.45
74.39% $9.08
0.00%
PTON
-100.00%
-635,000
-2.51%
$35.76
88.09% $4.26
0.00%
BSY
buy
+205,000
+1.00%
$44.18
25.19% $55.31
0.00%
SNAP
-100.00%
-1,644,000
-8.55%
$47.03
66.81% $15.61
0.00%
NVST
buy
+500,000
+2.69%
$48.71
60.71% $19.14
2.69%
AMPL
-100.00%
-200,000
-1.17%
$52.94
82.43% $9.30
0.00%
GLBE
-100.00%
-200,000
-1.40%
$63.39
53.15% $29.70
0.00%
Z
-100.00%
-336,000
-2.37%
$63.85
29.96% $44.72
0.00%
SHOP
-26.40%
-132,000
-0.99%
$67.60
13.96% $58.16
0.00%
DOCN
-100.00%
-274,000
-2.43%
$80.33
50.68% $39.62
0.00%
PLNT
-100.00%
-160,000
-1.60%
$90.58
27.32% $65.83
0.00%
APP
-100.00%
-441,819
-4.61%
$94.26
12.01% $82.94
0.00%
GH
-100.00%
-320,000
-3.54%
$100.02
75.34% $24.66
0.00%
RBLX
-100.00%
-295,000
-3.37%
$103.16
69.28% $31.69
0.00%
IRTC
-100.00%
-180,000
-2.34%
$117.69
15.67% $99.25
0.00%
TRU
-100.00%
-140,000
-1.84%
$118.58
34.16% $78.07
0.00%
NET
-100.00%
-325,000
-4.73%
$131.50
44.21% $73.37
0.00%
MTCH
-100.00%
-202,841
-2.97%
$132.25
75.92% $31.84
0.00%
DXCM
-100.00%
-52,000
-0.77%
$134.23
6.17% $125.95
0.00%
GOOGL
+25.00%
+120,000
+1.85%
$139.07
22.72% $170.66
9.23%
U
-100.00%
-272,000
-4.30%
$142.99
83.83% $23.12
0.00%
SI
-100.00%
-85,000
-1.39%
$148.20
99.16% $1.25
0.00%
DOCU
-100.00%
-75,000
-1.26%
$152.31
60.71% $59.84
0.00%
AMAT
-100.00%
-310,000
-5.40%
$157.36
33.32% $209.80
0.00%
SQ
-100.00%
-292,000
-5.22%
$161.51
55.87% $71.27
0.00%
AMZN
-4.17%
-40,000
-0.72%
$163.00
14.81% $187.13
16.59%
ABNB
+77.78%
+70,000
+1.33%
$171.76
14.52% $146.83
0.00%
DDOG
-100.00%
-205,000
-4.04%
$178.11
34.32% $116.98
0.00%
PYPL
-100.00%
-127,000
-2.65%
$188.58
65.66% $64.76
0.00%
CRM
-47.44%
-185,000
-4.34%
$212.32
30.56% $277.20
0.00%
ETSY
-100.00%
-5,000
-0.12%
$219.00
71.02% $63.46
0.00%
SE
-100.00%
-213,000
-5.27%
$223.71
70.22% $66.61
0.00%
OKTA
-100.00%
-100,000
-2.48%
$224.17
56.27% $98.03
0.00%
CRWD
-58.33%
-105,000
-2.64%
$227.08
45.37% $330.11
1.88%
ROKU
-100.00%
-125,000
-3.16%
$228.20
72.60% $62.52
0.00%
SPOT
-100.00%
-121,000
-3.13%
$234.03
23.72% $289.54
0.00%
MSI
-58.33%
-70,000
-1.88%
$242.20
49.12% $361.16
1.34%
BILL
-100.00%
-205,000
-5.65%
$249.15
76.45% $58.68
0.00%
STZ
-100.00%
-110,000
-3.05%
$250.97
0.98% $253.44
0.00%
UNP
buy
+185,000
+5.59%
$273.21
10.27% $245.16
5.59%
IQV
-100.00%
-125,000
-3.90%
$282.14
18.22% $230.73
0.00%
MSFT
-6.00%
-15,000
-0.51%
$308.31
35.29% $417.11
8.01%
META
-100.00%
-390,000
-14.51%
$336.35
40.40% $472.25
0.00%
BRK.B
buy
+260,000
+10.15%
$352.91
16.16% $409.93
10.15%
MA
buy
+140,000
+5.53%
$357.38
26.95% $453.70
5.53%
ISRG
-100.00%
-80,000
-3.18%
$359.30
6.91% $384.11
0.00%
NFLX
+23.08%
+30,000
+1.24%
$374.59
63.40% $612.08
0.00%
PAYC
-100.00%
-35,000
-1.61%
$415.20
57.89% $174.84
0.00%
MDB
-100.00%
-95,000
-5.56%
$529.35
32.16% $359.13
0.00%
ALGN
-100.00%
-129,000
-9.38%
$657.18
57.82% $277.23
0.00%
HUBS
-100.00%
-74,000
-5.40%
$659.15
9.63% $595.66
0.00%
SIVB
-100.00%
-10,000
-0.75%
$678.20
84.36% $106.04
0.00%
MELI
-100.00%
-40,500
-6.04%
$1,348.40
25.07% $1,686.49
0.00%
CMG
-100.00%
-20,000
-3.87%
$1,748.25
82.33% $3,187.59
0.00%
BKNG
buy
+9,000
+2.34%
$2,348.44
60.79% $3,776.07
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.