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)
SI
buy
+85,000
+0.59%
$148.20
99.16% $1.25
0.00%
FTCH
-100.00%
-40,000
-0.07%
$37.48
98.29% $0.64
0.00%
CHGG
-100.00%
-100,000
-0.32%
$68.02
94.58% $3.69
0.00%
SFIX
-100.00%
-375,000
-0.70%
$39.95
94.17% $2.33
0.00%
PTON
-33.16%
-315,000
-0.53%
$35.76
91.19% $3.15
0.00%
TDOC
-100.00%
-209,600
-1.90%
$126.81
90.95% $11.48
0.00%
NIO
-100.00%
-50,000
-0.08%
$35.64
86.45% $4.83
0.00%
U
-6.21%
-18,000
-0.12%
$142.99
86.43% $19.40
0.00%
SIVB
buy
+10,000
+0.32%
$678.20
84.36% $106.04
0.00%
DLO
-100.00%
-137,890
-0.35%
$54.56
82.48% $9.56
0.00%
AMPL
buy
+200,000
+0.50%
$52.94
81.58% $9.75
0.00%
TWLO
-100.00%
-76,800
-1.79%
$319.05
81.49% $59.05
0.00%
BILL
-26.79%
-75,000
-0.87%
$249.15
79.06% $52.16
0.00%
BILI
-100.00%
-300,000
-0.93%
$66.17
78.93% $13.94
0.00%
LMND
-100.00%
-20,000
-0.06%
$67.00
75.66% $16.31
0.00%
CDNA
-100.00%
-220,000
-0.74%
$63.37
74.85% $15.94
0.00%
AFRM
-100.00%
-640,000
-3.57%
$119.13
74.79% $30.03
0.00%
ETSY
-97.22%
-93,624
-1.79%
$219.00
72.32% $60.62
0.00%
REAL
-100.00%
-650,000
-0.40%
$13.18
68.59% $4.14
0.00%
RBLX
-59.03%
-395,250
-2.05%
$103.16
68.33% $32.67
0.00%
SE
-44.68%
-157,380
-1.80%
$223.71
67.82% $71.98
0.00%
SNAP
-8.67%
-140,400
-0.34%
$47.03
67.64% $15.22
0.00%
PYPL
-49.20%
-116,235
-1.09%
$188.58
67.31% $61.64
0.00%
CVNA
-100.00%
-50,000
-0.71%
$301.54
63.80% $109.15
0.00%
COUP
-100.00%
-70,000
-0.72%
$219.19
63.06% $80.97
0.00%
RH
RH
-100.00%
-55,000
-1.72%
$666.91
61.81% $254.71
0.00%
ALGN
-35.50%
-71,000
-2.18%
$657.18
61.10% $255.62
0.00%
SQ
-46.91%
-149,640
-1.95%
$161.51
58.93% $66.34
0.00%
PAYC
-63.16%
-60,000
-1.17%
$415.20
58.89% $170.68
0.00%
SHOP
-3.85%
-20,000
-0.13%
$137.74
58.64% $56.97
3.22%
DOCN
+9.60%
+24,000
+0.09%
$80.33
54.95% $36.19
0.00%
GLBE
-6.98%
-15,000
-0.04%
$63.39
53.59% $29.42
0.00%
SNOW
-100.00%
-10,000
-0.14%
$302.40
48.36% $156.16
0.00%
DASH
-100.00%
-246,000
-2.89%
$205.98
45.22% $112.83
0.00%
NET
-35.00%
-175,000
-1.08%
$131.50
43.58% $74.19
0.00%
Z
-43.53%
-225,330
-0.77%
$63.85
37.87% $39.67
0.00%
TRU
buy
+140,000
+0.78%
$118.58
35.66% $76.29
0.00%
MDB
buy
+95,000
+2.35%
$529.35
33.93% $349.74
0.00%
ESMT
-100.00%
-251,000
-0.40%
$34.06
32.32% $23.05
0.00%
PLNT
buy
+160,000
+0.68%
$90.58
29.85% $63.54
0.00%
ADSK
-100.00%
-50,000
-0.67%
$285.18
24.65% $214.89
0.00%
IRTC
buy
+180,000
+0.99%
$117.69
24.43% $88.94
0.00%
PCOR
-100.00%
-228,800
-1.34%
$89.34
23.05% $68.75
0.00%
IQV
buy
+63,125
+1.65%
$282.14
18.62% $229.60
0.00%
ABNB
-70.00%
-131,250
-1.64%
$166.49
13.23% $144.47
0.70%
APP
-22.49%
-128,181
-0.57%
$94.26
12.85% $82.15
0.00%
BSY
-100.00%
-134,250
-0.43%
$60.64
12.12% $53.29
0.00%
HUBS
-63.00%
-126,000
-3.89%
$659.15
10.47% $590.16
0.00%
DXCM
-71.11%
-70,400
-0.80%
$134.23
5.11% $127.37
0.00%
STZ
buy
+62,149
+1.29%
$250.97
0.98% $248.51
0.00%
ANTM
buy
+90,000
+1.95%
$463.54
4.11% $482.58
1.95%
COIN
-100.00%
-30,000
-0.32%
$227.47
4.48% $237.65
0.00%
CRM
+81.40%
+175,000
+2.08%
$254.13
7.15% $272.29
4.64%
NFLX
-7.14%
-9,600
-0.28%
$602.44
7.36% $646.75
3.67%
AMZN
-21.31%
-158,600
-2.03%
$166.72
8.42% $180.75
7.49%
ISRG
buy
+80,000
+1.35%
$359.30
12.68% $404.85
0.00%
GOOGL
+118.18%
+260,000
+1.76%
$144.85
20.81% $174.99
3.26%
MELI
-29.57%
-17,000
-1.07%
$1,348.40
25.60% $1,693.57
0.00%
SPOT
-39.50%
-79,000
-0.87%
$234.03
31.67% $308.16
0.00%
MSI
-46.79%
-105,515
-1.34%
$271.70
34.19% $364.60
1.53%
AMAT
buy
+184,450
+2.28%
$157.36
40.37% $220.89
0.00%
META
+85.71%
+180,000
+2.83%
$336.35
42.18% $478.22
0.00%
CMG
buy
+20,000
+1.64%
$1,748.25
80.27% $3,151.63
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.