James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 52 security holdings in their (2021 Q4) SEC 13F filing(s) with portfolio value of $2,135,828,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 31 Dec 2021, the top 5 holdings are (AMZN) AMAZONCOM INC (7.49%), (META) META PLATFORMS INC-CLASS A (6.14%), (TSLA) TESLA INC (5.44%), (CRM) SALESFORCECOM INC (4.64%) and (ALGN) ALIGN TECHNOLOGY INC (3.97%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $2,135M+
Period: 2021 Q4
Number of stock: 52
Update: 14 Feb 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ABNB
AIRBNB INC-CLASS A
0.70%
90,000
$166.49
1.36% $164.23
$14,984,000
-70.00% (-210,000)
-1.64%
ALGN
ALIGN TECHNOLOGY INC
3.97%
129,000
$657.18
52.98% $309.02
$84,776,000
-35.50% (-71,000)
-2.18%
GOOGL
ALPHABET INC-CL A
3.26%
480,000
$144.85
18.71% $171.95
$69,529,000
+118.18% (+260,000)
+1.76%
AMZN
AMAZONCOM INC
7.49%
960,000
$166.72
7.74% $179.62
$160,048,000
-21.31% (-260,000)
-2.03%
AMPL
AMPLITUDE INC-CLASS A
0.50%
200,000
$52.94
81.26% $9.92
$10,588,000
buy
+0.50%
ANTM
ANTHEM INC
1.95%
90,000
$463.54
4.11% $482.58
$41,719,000
buy
+1.95%
AMAT
APPLIED MATERIALS INC
2.28%
310,000
$157.36
29.24% $203.38
$48,782,000
buy
+2.28%
APP
APPLOVIN CORP-CLASS A
1.95%
441,819
$94.26
21.68% $73.82
$41,646,000
-22.49% (-128,181)
-0.57%
BILL
BILLCOM HOLDINGS INC
2.39%
205,000
$249.15
74.94% $62.44
$51,076,000
-26.79% (-75,000)
-0.87%
CMG
CHIPOTLE MEXICAN GRILL INC
1.64%
20,000
$1,748.25
82.29% $3,186.97
$34,965,000
buy
+1.64%
NET
CLOUDFLARE INC - CLASS A
2.00%
325,000
$131.50
33.07% $88.01
$42,738,000
-35.00% (-175,000)
-1.08%
STZ
CONSTELLATION BRANDS INC-A
1.29%
110,000
$250.97
3.61% $260.04
$27,607,000
buy
+1.29%
CRWD
CROWDSTRIKE HOLDINGS INC - A
1.73%
180,000
$204.75
48.51% $304.07
$36,855,000
DDOG
DATADOG INC - CLASS A
1.71%
205,000
$178.11
26.20% $131.45
$36,513,000
DXCM
DEXCOM INC
0.33%
52,000
$134.23
7.37% $124.34
$6,980,000
-71.11% (-128,000)
-0.80%
DOCN
DIGITALOCEAN HOLDINGS INC
1.03%
274,000
$80.33
58.28% $33.51
$22,010,000
+9.60% (+24,000)
+0.09%
DOCU
DOCUSIGN INC
0.53%
75,000
$152.31
62.44% $57.20
$11,423,000
ETSY
ETSY INC
0.05%
5,000
$219.00
69.21% $67.43
$1,095,000
-97.22% (-175,000)
-1.79%
FSLY
FASTLY INC - CLASS A
0.73%
440,000
$35.45
63.47% $12.95
$15,598,000
GLBE
GLOBAL-E ONLINE LTD
0.59%
200,000
$63.39
46.98% $33.61
$12,678,000
-6.98% (-15,000)
-0.04%
20 of 52

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AFRM
AFFIRM HOLDINGS INC
640,000
-3.57%
ADSK
AUTODESK INC
50,000
-0.67%
BSY
BENTLEY SYSTEMS INC-CLASS B
150,000
-0.43%
BILI
BILIBILI INC-SPONSORED ADR
300,000
-0.93%
CDNA
CAREDX INC
250,000
-0.74%
CVNA
CARVANA CO
50,000
-0.71%
CHGG
CHEGG INC
100,000
-0.32%
COIN
COINBASE GLOBAL INC -CLASS A
30,000
-0.32%
COUP
COUPA SOFTWARE INC
70,000
-0.72%
DLO
DLOCAL LTD/URUGUAY
137,890
-0.35%

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.