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)
TSLA
-66.67%
-220,000
-24.84%
$207.46
10.94% $184.76
12.42%
ANTM
-100.00%
-40,000
-11.17%
$512.98
5.93% $482.58
0.00%
AZTA
-100.00%
-120,000
-3.80%
$58.22
4.92% $55.35
0.00%
AZPN
-100.00%
-17,518
-1.96%
$205.39
3.82% $197.54
0.00%
XLE
-100.00%
-70,000
-3.33%
$87.47
6.66% $93.30
0.00%
PCOR
buy
+20,000
+0.68%
$62.65
9.37% $68.52
0.68%
FISV
-100.00%
-130,000
-7.15%
$101.07
13.02% $114.23
0.00%
RH
RH
-50.00%
-10,000
-1.33%
$243.60
15.26% $280.78
1.33%
UNP
-100.00%
-60,000
-6.76%
$207.07
15.52% $239.21
0.00%
FND
-28.57%
-70,000
-3.74%
$98.22
19.09% $116.97
9.35%
WDAY
buy
+15,000
+1.69%
$206.53
21.00% $249.91
1.69%
MA
-100.00%
-45,000
-8.51%
$347.73
29.23% $449.37
0.00%
ABNB
buy
+80,000
+5.42%
$124.40
30.23% $162.00
5.42%
BRK.B
-57.89%
-55,000
-9.24%
$308.78
31.14% $404.92
6.72%
BKNG
-20.00%
-1,000
-1.44%
$2,652.50
35.66% $3,598.41
5.77%
MSI
-100.00%
-50,000
-7.01%
$257.72
35.67% $349.64
0.00%
TW
buy
+150,000
+6.45%
$79.02
38.26% $109.25
6.45%
MSFT
-62.07%
-90,000
-14.12%
$288.31
43.44% $413.54
8.63%
AMD
buy
+80,000
+4.27%
$98.01
58.94% $155.78
4.27%
SHOP
buy
+15,000
+0.39%
$47.93
61.41% $77.37
0.39%
ANET
buy
+35,000
+3.20%
$167.86
66.11% $278.82
3.20%
AMAT
buy
+70,000
+4.68%
$122.83
70.04% $208.86
4.68%
KLAC
-50.00%
-20,000
-4.34%
$399.15
79.98% $718.38
4.34%
AMZN
-83.15%
-740,000
-41.59%
$103.29
82.68% $188.70
8.43%
GOOGL
-100.00%
-10,000
-0.48%
$88.20
90.59% $168.10
0.00%
META
buy
+65,000
+7.50%
$211.94
119.72% $465.68
7.50%
SPOT
buy
+35,000
+2.54%
$133.63
124.11% $299.48
2.54%
CRWD
-100.00%
-75,000
-4.30%
$105.29
201.83% $317.81
0.00%
HLN
-17.65%
-300,000
-1.33%
$8.14
-
6.20%
2022 Q4 (17 results)
PYPL
-100.00%
-130,000
-3.28%
$86.07
23.77% $65.61
0.00%
AZTA
buy
+120,000
+2.05%
$58.22
4.92% $55.35
0.00%
RH
RH
-73.33%
-55,000
-4.31%
$267.20
5.08% $280.78
1.57%
XLE
buy
+70,000
+1.80%
$87.47
6.66% $93.30
0.00%
FISV
-13.33%
-20,000
-0.59%
$101.07
13.02% $114.23
0.00%
UNP
-45.45%
-50,000
-3.04%
$207.07
15.52% $239.21
0.00%
MA
-18.18%
-10,000
-1.02%
$347.73
29.23% $449.37
0.00%
BRK.B
-24.00%
-30,000
-2.72%
$308.91
31.08% $404.92
8.61%
MSI
-33.33%
-25,000
-1.89%
$257.72
35.67% $349.64
0.00%
ALGN
-100.00%
-40,000
-2.43%
$207.10
38.76% $287.37
0.00%
FND
-30.00%
-105,000
-2.15%
$69.63
67.99% $116.97
5.01%
MSFT
-25.64%
-50,000
-3.52%
$239.82
72.44% $413.54
10.20%
BKNG
-37.50%
-3,000
-1.77%
$2,015.20
78.56% $3,598.41
2.96%
KLAC
-20.00%
-10,000
-1.11%
$377.03
90.54% $718.38
4.43%
GOOGL
-94.44%
-170,000
-4.40%
$88.20
90.59% $168.10
0.00%
AMZN
-3.26%
-30,000
-0.74%
$84.00
124.64% $188.70
21.94%
HLN
buy
+1,700,000
+3.99%
$8.00
-
3.99%
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.