James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 18 security holdings in their (2022 Q1) SEC 13F filing(s) with portfolio value of $904,023,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 31 Mar 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (16.59%), (TSLA) TESLA INC (13.11%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (10.15%), (GOOGL) ALPHABET INC-CL A (9.23%) and (MSFT) MICROSOFT CORP (8.01%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q1" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q1), please click on the "important" button.

Portfolio value: $904M+
Period: 2022 Q1
Number of stock: 18
Update: 16 May 2022
ABNB
3.04%
160,000
$171.76
3.12% $166.41
$27,482,000
+77.78% (+70,000)
+1.33%
GOOGL
9.23%
600,000
$139.07
8.49% $150.87
$83,441,000
+25.00% (+120,000)
+1.85%
AMZN
16.59%
920,000
$163.00
10.33% $179.83
$149,958,000
-4.17% (-40,000)
-0.72%
ANTM
4.89%
90,000
$491.22
1.76% $482.58
$44,210,000
BSY
1.00%
205,000
$44.18
16.75% $51.58
$9,057,000
buy
+1.00%
BRK.B
10.15%
260,000
$352.91
18.14% $416.93
$91,757,000
buy
+10.15%
BKNG
2.34%
9,000
$2,348.44
56.42% $3,673.50
$21,136,000
buy
+2.34%
CRWD
1.88%
75,000
$227.08
41.91% $322.25
$17,031,000
-58.33% (-105,000)
-2.64%
NVST
2.69%
500,000
$48.71
55.76% $21.55
$24,355,000
buy
+2.69%
MA
5.53%
140,000
$357.38
33.74% $477.95
$50,033,000
buy
+5.53%
MSFT
8.01%
235,000
$308.31
36.69% $421.43
$72,453,000
-6.00% (-15,000)
-0.51%
MSI
1.34%
50,000
$242.20
45.92% $353.41
$12,110,000
-58.33% (-70,000)
-1.88%
NFLX
6.63%
160,000
$374.59
63.79% $613.53
$59,934,000
+23.08% (+30,000)
+1.24%
CRM
4.81%
205,000
$212.32
41.94% $301.38
$43,526,000
-47.44% (-185,000)
-4.34%
SHOP
2.75%
368,000
$67.60
16.31% $78.62
$24,875,000
-26.40% (-132,000)
-0.99%
TSLA
13.11%
330,000
$359.20
49.94% $179.83
$118,536,000
TOST
0.40%
165,000
$21.73
11.98% $24.33
$3,585,000
buy
+0.40%
UNP
5.59%
185,000
$273.21
10.46% $244.63
$50,544,000
buy
+5.59%
18 of 18

Completely sold out

ALGN
129,000
-9.38%
AMPL
200,000
-1.17%
AMAT
310,000
-5.40%
APP
441,819
-4.61%
BILL
205,000
-5.65%
CMG
20,000
-3.87%
NET
325,000
-4.73%
STZ
110,000
-3.05%
DDOG
205,000
-4.04%
DXCM
52,000
-0.77%

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.