James Crichton's Portfolio

Hitchwood Capital Management 13F holdings

What is James Crichton's portfolio?

Hitchwood Capital Management has disclosed a total of 19 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $340,791,000.

What stocks does James Crichton own?

In James Crichton's portfolio as of 31 Dec 2022, the top 5 holdings are (AMZN) AMAZONCOM INC (21.94%), (TSLA) TESLA INC (11.93%), (MSFT) MICROSOFT CORP (10.20%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.61%) and (ANTM) ANTHEM INC (6.02%).

To see the historical data of Hitchwood Capital Management's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see Hitchwood Capital Management's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $340M+
Period: 2022 Q4
Number of stock: 19
Update: 14 Feb 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
0.26%
10,000
$88.20
76.87% $156.00
$882,000
-94.44% (-170,000)
-4.40%
AMZN
AMAZONCOM INC
21.94%
890,000
$84.00
106.75% $173.67
$74,760,000
-3.26% (-30,000)
-0.74%
ANTM
ANTHEM INC
6.02%
40,000
$512.98
5.93% $482.58
$20,519,000
AZPN
ASPEN TECHNOLOGY INC
1.06%
17,518
$205.39
3.60% $198.00
$3,598,000
AZTA
AZENTA INC
2.05%
120,000
$58.22
11.54% $51.50
$6,986,000
buy
+2.05%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
8.61%
95,000
$308.91
31.08% $404.91
$29,346,000
-24.00% (-30,000)
-2.72%
BKNG
BOOKING HOLDINGS INC
2.96%
5,000
$2,015.20
73.80% $3,502.48
$10,076,000
-37.50% (-3,000)
-1.77%
CRWD
CROWDSTRIKE HOLDINGS INC - A
2.32%
75,000
$105.29
183.04% $298.02
$7,897,000
XLE
ENERGY SELECT SECTOR SPDR
1.80%
70,000
$87.47
10.47% $96.63
$6,123,000
buy
+1.80%
FISV
FISERV INC
3.86%
130,000
$101.07
13.02% $114.23
$13,139,000
-13.33% (-20,000)
-0.59%
FND
FLOOR & DECOR HOLDINGS INC-A
5.01%
245,000
$69.63
55.19% $108.06
$17,059,000
-30.00% (-105,000)
-2.15%
HLN
HALEON
3.99%
1,700,000
$8.00
-
$13,600,000
buy
+3.99%
KLAC
KLA CORP
4.43%
40,000
$377.03
78.49% $672.95
$15,081,000
-20.00% (-10,000)
-1.11%
MA
MASTERCARD INC - A
4.59%
45,000
$347.73
32.89% $462.11
$15,648,000
-18.18% (-10,000)
-1.02%
MSFT
MICROSOFT CORP
10.20%
145,000
$239.82
66.39% $399.04
$34,774,000
-25.64% (-50,000)
-3.52%
MSI
MOTOROLA SOLUTIONS INC
3.78%
50,000
$257.72
35.43% $349.02
$12,886,000
-33.33% (-25,000)
-1.89%
RH
RH
1.57%
20,000
$267.20
8.92% $243.37
$5,344,000
-73.33% (-55,000)
-4.31%
TSLA
TESLA INC
11.93%
330,000
$123.18
38.16% $170.18
$40,649,000
UNP
UNION PACIFIC CORP
3.65%
60,000
$207.07
17.62% $243.55
$12,424,000
-45.45% (-50,000)
-3.04%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ALGN
ALIGN TECHNOLOGY INC
40,000
-2.43%
PYPL
PAYPAL HOLDINGS INC
130,000
-3.28%

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.