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Crow's Nest Holdings LP 13F holdings

Filed 2026-08-14 · Crow's Nest Holdings LP · 11 positions · $330.7M

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS185.0K$88.4M26.7%
AMZNAMAZON COM INC175.0K$41.7M12.6%
ENSGENSIGN GROUP, INC. (THE) CMN230.0K$36.9M11.2%
GOOGALPHABET INC84.5K$29.9M9.0%
LPXLOUISIANA PACIF320.0K$25.2M7.6%
METAMETA PLATFORMS INC42.2K$23.8M7.2%
FERGFERGUSON ENTERPRISES INC76.0K$18.0M5.5%
TDGTRANSDIGM GROUP INC13.2K$17.6M5.3%
SUNBSUNBELT RENTALS HOLDINGS INC225.0K$16.8M5.1%
ASMLASML HOLDING N.V. NEW YORK REGISTRY SHAR8.3K$16.6M5.0%
TBBBBBB FOODS INC380.0K$15.8M4.8%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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