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
BKNG
BOOKING HOLDINGS INC
2.96%
5,000
$2,015.20
75.91% $3,544.97
$10,076,000
-37.50% (-3,000)
-1.77%
ANTM
ANTHEM INC
6.02%
20,800
$512.98
5.93% $482.58
$10,669,880
KLAC
KLA CORP
4.43%
40,000
$377.03
86.84% $704.45
$15,081,000
-20.00% (-10,000)
-1.11%
MA
MASTERCARD INC - A
4.59%
44,550
$347.73
29.09% $448.88
$15,491,520
-18.18% (-9,900)
-1.02%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
8.61%
50,824
$308.91
30.06% $401.77
$15,700,109
-24.00% (-16,049)
-2.72%
RH
RH
1.57%
19,500
$267.20
4.24% $278.52
$5,210,400
-73.33% (-53,625)
-4.31%
MSI
MOTOROLA SOLUTIONS INC
3.78%
50,000
$257.72
35.56% $349.37
$12,886,000
-33.33% (-25,000)
-1.89%
MSFT
MICROSOFT CORP
10.20%
145,000
$239.82
70.41% $408.69
$34,774,000
-25.64% (-50,000)
-3.52%
UNP
UNION PACIFIC CORP
3.65%
60,000
$207.07
16.21% $240.64
$12,424,000
-45.45% (-50,000)
-3.04%
AZPN
ASPEN TECHNOLOGY INC
1.06%
17,518
$205.39
1.09% $203.16
$3,598,000
TSLA
TESLA INC
11.93%
330,000
$123.18
51.53% $186.65
$40,649,000
CRWD
CROWDSTRIKE HOLDINGS INC - A
2.32%
75,000
$105.29
193.91% $309.47
$7,897,000
FISV
FISERV INC
3.86%
130,000
$101.07
13.02% $114.23
$13,139,000
-13.33% (-20,000)
-0.59%
GOOGL
ALPHABET INC-CL A
0.26%
10,000
$88.20
89.82% $167.42
$882,000
-94.44% (-170,000)
-4.40%
XLE
ENERGY SELECT SECTOR SPDR
1.80%
70,000
$87.47
7.04% $93.63
$6,123,000
buy
+1.80%
AMZN
AMAZONCOM INC
21.94%
489,500
$84.00
121.42% $185.99
$41,118,000
-3.26% (-16,500)
-0.74%
FND
FLOOR & DECOR HOLDINGS INC-A
5.01%
123,725
$69.63
68.06% $117.02
$8,614,795
-30.00% (-53,025)
-2.15%
AZTA
AZENTA INC
2.05%
120,000
$58.22
7.59% $53.80
$6,986,000
buy
+2.05%
HLN
HALEON
3.99%
1,700,000
$8.00
-
$13,600,000
buy
+3.99%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ALGN
ALIGN TECHNOLOGY INC
20,200
-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.