James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 61 security holdings in their (2021 Q3) SEC 13F filing(s) with portfolio value of $2,860,181,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 30 Sep 2021, the top 4 holdings are (AMZN) AMAZONCOM INC (7.01%), (HUBS) HUBSPOT INC (4.73%), (SNAP) SNAP INC - A (4.65%) and (SQ) SQUARE INC - A (4.61%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2021 Q3" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2021 Q3), please click on the "important" button.

Portfolio value: $2,860M+
Period: 2021 Q3
Number of stock: 61
Update: 15 Nov 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AFRM
AFFIRM HOLDINGS INC
2.67%
640,000
$119.13
70.78% $34.81
$76,243,000
buy
+2.67%
ABNB
AIRBNB INC-CLASS A
1.76%
300,000
$167.75
12.34% $147.05
$50,325,000
-14.29% (-50,000)
-0.29%
ALGN
ALIGN TECHNOLOGY INC
4.65%
200,000
$665.43
57.86% $280.39
$133,086,000
GOOGL
ALPHABET INC-CL A
1.03%
220,000
$133.68
27.14% $169.96
$29,409,000
AMZN
AMAZONCOM INC
7.01%
1,220,000
$164.25
15.37% $189.50
$200,387,000
APP
APPLOVIN CORP-CLASS A
1.44%
570,000
$72.37
17.02% $84.69
$41,251,000
+185.00% (+370,000)
+0.94%
ADSK
AUTODESK INC
0.50%
50,000
$285.18
23.34% $218.63
$14,259,000
-64.29% (-90,000)
-0.90%
BSY
BENTLEY SYSTEMS INC-CLASS B
0.32%
150,000
$60.64
9.28% $55.01
$9,096,000
BILI
BILIBILI INC-SPONSORED ADR
0.69%
300,000
$66.17
78.83% $14.01
$19,851,000
BILL
BILLCOM HOLDINGS INC
2.61%
280,000
$266.95
78.40% $57.67
$74,746,000
CDNA
CAREDX INC
0.55%
250,000
$63.37
82.55% $11.06
$15,843,000
CVNA
CARVANA CO
0.53%
50,000
$301.54
60.07% $120.41
$15,077,000
-52.38% (-55,000)
-0.58%
CHGG
CHEGG INC
0.24%
100,000
$68.02
92.75% $4.93
$6,802,000
-66.67% (-200,000)
-0.48%
NET
CLOUDFLARE INC - CLASS A
1.97%
500,000
$112.65
34.90% $73.34
$56,325,000
COIN
COINBASE GLOBAL INC -CLASS A
0.24%
30,000
$227.47
7.48% $210.45
$6,824,000
-83.78% (-155,000)
-1.23%
COUP
COUPA SOFTWARE INC
0.54%
70,000
$219.19
63.06% $80.97
$15,343,000
-44.00% (-55,000)
-0.42%
CRWD
CROWDSTRIKE HOLDINGS INC - A
1.55%
180,000
$245.78
29.36% $317.94
$44,240,000
DDOG
DATADOG INC - CLASS A
1.01%
205,000
$141.35
18.03% $115.87
$28,977,000
buy
+1.01%
DXCM
DEXCOM INC
0.86%
180,000
$136.72
6.27% $128.14
$24,609,000
buy
+0.86%
DOCN
DIGITALOCEAN HOLDINGS INC
0.68%
250,000
$77.63
58.03% $32.58
$19,408,000
buy
+0.68%
20 of 61

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ATVI
ACTIVISION BLIZZARD INC
170,000
-0.57%
ADS
ALLIANCE DATA SYSTEMS CORP
176,161
-0.64%
AMAT
APPLIED MATERIALS INC
450,000
-2.24%
AXTA
AXALTA COATING SYSTEMS LTD
675,000
-0.72%
BA
BOEING CO/THE
130,000
-1.09%
SAM
BOSTON BEER COMPANY INC-A
11,967
-0.43%
CHTR
CHARTER COMMUNICATIONS INC-A
43,000
-1.08%
CVS
CVS HEALTH CORP
360,000
-1.05%
FVRR
FIVERR INTERNATIONAL LTD
35,000
-0.30%
FUTU
FUTU HOLDINGS LTD-ADR
75,000
-0.47%

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.