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 Q3) SEC 13F filing(s) with portfolio value of $480,908,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 30 Sep 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (21.62%), (TSLA) TESLA INC (18.20%), (MSFT) MICROSOFT CORP (9.44%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (6.94%) and (FND) FLOOR & DECOR HOLDINGS INC-A (5.11%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $480M+
Period: 2022 Q3
Number of stock: 18
Update: 14 Nov 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALGN
ALIGN TECHNOLOGY INC
1.72%
40,000
$207.10
38.76% $287.37
$8,284,000
buy
+1.72%
GOOGL
ALPHABET INC-CL A
3.58%
180,000
$95.65
75.74% $168.10
$17,217,000
-59.09% (-260,000)
-5.17%
AMZN
AMAZONCOM INC
21.62%
920,000
$113.00
66.99% $188.70
$103,960,000
ANTM
ANTHEM INC
3.78%
40,000
$454.25
6.24% $482.58
$18,170,000
-38.46% (-25,000)
-2.36%
AZPN
ASPEN TECHNOLOGY INC
0.87%
17,518
$238.21
17.07% $197.54
$4,173,000
BRK.B
BERKSHIRE HATHAWAY INC CL-B
6.94%
125,000
$267.02
51.64% $404.92
$33,378,000
-54.55% (-150,000)
-8.33%
BKNG
BOOKING HOLDINGS INC
2.73%
8,000
$1,643.25
118.98% $3,598.41
$13,146,000
buy
+2.73%
CRWD
CROWDSTRIKE HOLDINGS INC - A
2.57%
75,000
$164.81
92.83% $317.81
$12,361,000
FISV
FISERV INC
2.92%
150,000
$93.57
22.08% $114.23
$14,036,000
buy
+2.92%
FND
FLOOR & DECOR HOLDINGS INC-A
5.11%
350,000
$70.26
66.48% $116.97
$24,591,000
+483.33% (+290,000)
+4.24%
KLAC
KLA CORP
3.15%
50,000
$302.64
137.37% $718.38
$15,132,000
buy
+3.15%
MA
MASTERCARD INC - A
3.25%
55,000
$284.35
58.04% $449.37
$15,639,000
-28.57% (-22,000)
-1.30%
MSFT
MICROSOFT CORP
9.44%
195,000
$232.90
77.56% $413.54
$45,416,000
-17.02% (-40,000)
-1.94%
MSI
MOTOROLA SOLUTIONS INC
3.49%
75,000
$223.97
56.11% $349.64
$16,798,000
+275.00% (+55,000)
+2.56%
PYPL
PAYPAL HOLDINGS INC
2.33%
130,000
$86.07
23.77% $65.61
$11,189,000
buy
+2.33%
RH
RH
3.84%
75,000
$246.07
14.11% $280.78
$18,455,000
+275.00% (+55,000)
+2.81%
TSLA
TESLA INC
18.20%
330,000
$265.25
30.35% $184.76
$87,533,000
UNP
UNION PACIFIC CORP
4.46%
110,000
$194.82
22.79% $239.21
$21,430,000
-42.11% (-80,000)
-3.24%
18 of 18

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
NVST
ENVISTA HOLDINGS CORP
150,000
-1.20%
GLD
SPDR GOLD SHARES
110,000
-3.85%

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.