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).

2021 Q4 (63 results)
REAL
-100.00%
-650,000
-0.40%
$13.18
66.54% $4.41
0.00%
ESMT
-100.00%
-251,000
-0.40%
$34.06
32.32% $23.05
0.00%
NIO
-100.00%
-50,000
-0.08%
$35.64
84.82% $5.41
0.00%
PTON
-33.16%
-315,000
-0.53%
$35.76
88.28% $4.19
0.00%
FTCH
-100.00%
-40,000
-0.07%
$37.48
98.29% $0.64
0.00%
SFIX
-100.00%
-375,000
-0.70%
$39.95
93.92% $2.43
0.00%
SNAP
-8.67%
-156,000
-0.34%
$47.03
66.49% $15.76
0.00%
AMPL
buy
+200,000
+0.50%
$52.94
83.04% $8.98
0.00%
DLO
-100.00%
-137,890
-0.35%
$54.56
75.40% $13.42
0.00%
BSY
-100.00%
-150,000
-0.43%
$60.64
9.56% $54.84
0.00%
CDNA
-100.00%
-250,000
-0.74%
$63.37
76.36% $14.98
0.00%
GLBE
-6.98%
-15,000
-0.04%
$63.39
53.07% $29.75
0.00%
Z
-43.53%
-259,000
-0.77%
$63.85
32.91% $42.84
0.00%
BILI
-100.00%
-300,000
-0.93%
$66.17
76.11% $15.81
0.00%
LMND
-100.00%
-20,000
-0.06%
$67.00
72.19% $18.63
0.00%
CHGG
-100.00%
-100,000
-0.32%
$68.02
93.28% $4.57
0.00%
DOCN
+9.60%
+24,000
+0.09%
$80.33
53.11% $37.67
0.00%
PCOR
-100.00%
-320,000
-1.34%
$89.34
24.10% $67.81
0.00%
PLNT
buy
+160,000
+0.68%
$90.58
27.62% $65.56
0.00%
APP
-22.49%
-128,181
-0.57%
$94.26
8.37% $86.37
0.00%
RBLX
-59.03%
-425,000
-2.05%
$103.16
69.99% $30.96
0.00%
IRTC
buy
+180,000
+0.99%
$117.69
15.99% $98.87
0.00%
TRU
buy
+140,000
+0.78%
$118.58
33.87% $78.42
0.00%
AFRM
-100.00%
-640,000
-3.57%
$119.13
73.13% $32.01
0.00%
TDOC
-100.00%
-320,000
-1.90%
$126.81
90.18% $12.45
0.00%
NET
-35.00%
-175,000
-1.08%
$131.50
44.05% $73.57
0.00%
DXCM
-71.11%
-128,000
-0.80%
$134.23
6.91% $124.95
0.00%
SHOP
-3.85%
-20,000
-0.13%
$137.74
57.33% $58.78
3.22%
U
-6.21%
-18,000
-0.12%
$142.99
84.13% $22.69
0.00%
GOOGL
+118.18%
+260,000
+1.76%
$144.85
16.77% $169.14
3.26%
SI
buy
+85,000
+0.59%
$148.20
99.16% $1.25
0.00%
AMAT
buy
+310,000
+2.28%
$157.36
31.31% $206.63
0.00%
SQ
-46.91%
-258,000
-1.95%
$161.51
56.82% $69.74
0.00%
ABNB
-70.00%
-210,000
-1.64%
$166.49
10.43% $149.13
0.70%
AMZN
-21.31%
-260,000
-2.03%
$166.72
11.91% $186.57
7.49%
PYPL
-49.20%
-123,000
-1.09%
$188.58
66.09% $63.95
0.00%
DASH
-100.00%
-300,000
-2.89%
$205.98
43.44% $116.51
0.00%
ETSY
-97.22%
-175,000
-1.79%
$219.00
71.46% $62.51
0.00%
COUP
-100.00%
-70,000
-0.72%
$219.19
63.06% $80.97
0.00%
SE
-44.68%
-172,000
-1.80%
$223.71
71.19% $64.46
0.00%
COIN
-100.00%
-30,000
-0.32%
$227.47
12.29% $199.51
0.00%
SPOT
-39.50%
-79,000
-0.87%
$234.03
23.79% $289.71
0.00%
BILL
-26.79%
-75,000
-0.87%
$249.15
76.52% $58.51
0.00%
STZ
buy
+110,000
+1.29%
$250.97
3.11% $258.77
0.00%
CRM
+81.40%
+175,000
+2.08%
$254.13
9.20% $277.52
4.64%
MSI
-46.79%
-105,515
-1.34%
$271.70
31.76% $358.00
1.53%
IQV
buy
+125,000
+1.65%
$282.14
18.82% $229.04
0.00%
ADSK
-100.00%
-50,000
-0.67%
$285.18
24.03% $216.65
0.00%
CVNA
-100.00%
-50,000
-0.71%
$301.54
61.23% $116.90
0.00%
SNOW
-100.00%
-10,000
-0.14%
$302.40
47.16% $159.79
0.00%
TWLO
-100.00%
-120,000
-1.79%
$319.05
80.49% $62.24
0.00%
META
+85.71%
+180,000
+2.83%
$336.35
39.14% $468.01
0.00%
ISRG
buy
+80,000
+1.35%
$359.30
6.01% $380.88
0.00%
PAYC
-63.16%
-60,000
-1.17%
$415.20
58.07% $174.08
0.00%
ANTM
buy
+90,000
+1.95%
$463.54
4.11% $482.58
1.95%
MDB
buy
+95,000
+2.35%
$529.35
32.14% $359.24
0.00%
NFLX
-7.14%
-10,000
-0.28%
$602.44
2.35% $616.59
3.67%
ALGN
-35.50%
-71,000
-2.18%
$657.18
58.50% $272.74
0.00%
HUBS
-63.00%
-126,000
-3.89%
$659.15
9.31% $597.79
0.00%
RH
RH
-100.00%
-55,000
-1.72%
$666.91
56.18% $292.25
0.00%
SIVB
buy
+10,000
+0.32%
$678.20
84.36% $106.04
0.00%
MELI
-29.57%
-17,000
-1.07%
$1,348.40
24.40% $1,677.34
0.00%
CMG
buy
+20,000
+1.64%
$1,748.25
82.78% $3,195.40
0.00%
63 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.