James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 15 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $503,739,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 30 Jun 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (19.40%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (14.90%), (TSLA) TESLA INC (14.71%), (MSFT) MICROSOFT CORP (11.98%) and (GOOGL) ALPHABET INC-CL A (9.52%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $503M+
Period: 2022 Q2
Number of stock: 15
Update: 15 Aug 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
9.52%
440,000
$108.96
57.80% $171.95
$47,944,000
-26.67% (-160,000)
-3.46%
AMZN
AMAZONCOM INC
19.40%
920,000
$106.21
69.12% $179.62
$97,713,000
ANTM
ANTHEM INC
6.23%
65,000
$482.58
0.00% $482.58
$31,368,000
-27.78% (-25,000)
-2.40%
AZPN
ASPEN TECHNOLOGY INC
0.64%
17,518
$183.70
8.02% $198.43
$3,218,000
buy
+0.64%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
14.90%
275,000
$273.02
47.20% $401.89
$75,081,000
+5.77% (+15,000)
+0.81%
CRWD
CROWDSTRIKE HOLDINGS INC - A
2.51%
75,000
$168.56
80.39% $304.07
$12,642,000
NVST
ENVISTA HOLDINGS CORP
1.15%
150,000
$38.54
47.09% $20.39
$5,781,000
-70.00% (-350,000)
-2.68%
FND
FLOOR & DECOR HOLDINGS INC-A
0.75%
60,000
$62.97
76.08% $110.87
$3,778,000
buy
+0.75%
MA
MASTERCARD INC - A
4.82%
77,000
$315.48
46.39% $461.84
$24,292,000
-45.00% (-63,000)
-3.95%
MSFT
MICROSOFT CORP
11.98%
235,000
$256.83
58.21% $406.32
$60,355,000
MSI
MOTOROLA SOLUTIONS INC
0.83%
20,000
$209.60
65.28% $346.43
$4,192,000
-60.00% (-30,000)
-1.25%
RH
RH
0.84%
20,000
$212.25
17.30% $248.97
$4,245,000
buy
+0.84%
GLD
SPDR GOLD SHARES
3.68%
110,000
$168.46
28.58% $216.61
$18,531,000
buy
+3.68%
TSLA
TESLA INC
14.71%
330,000
$224.47
25.03% $168.29
$74,076,000
UNP
UNION PACIFIC CORP
8.04%
190,000
$213.28
13.80% $242.72
$40,523,000
+2.70% (+5,000)
+0.21%
15 of 15

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ABNB
AIRBNB INC-CLASS A
160,000
-5.46%
BSY
BENTLEY SYSTEMS INC-CLASS B
205,000
-1.80%
BKNG
BOOKING HOLDINGS INC
9,000
-4.20%
NFLX
NETFLIX INC
160,000
-11.90%
CRM
SALESFORCECOM INC
205,000
-8.64%
SHOP
SHOPIFY INC - CLASS A
368,000
-4.94%
TOST
TOAST INC-CLASS A
165,000
-0.71%

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.