Crow's Nest Holdings LP reported 11 holdings worth US$331M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Crow's Nest Holdings LP reported 11 holdings worth US$331M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and The Ensign Group, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$331M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 185K | US$88.4M | 26.7% |
| Amazon.com, Inc. | 175K | US$41.7M | 12.6% |
| The Ensign Group, Inc. | 230K | US$36.9M | 11.2% |
| Alphabet Inc (google) Class C | 83,545 | US$29.9M | 9.0% |
| Louisiana-pacific Corporation | 320K | US$25.2M | 7.6% |
| Meta Platforms, Inc. | 42,250 | US$23.8M | 7.2% |
| Ferguson Enterprises Inc. | 76,000 | US$18M | 5.5% |
| Transdigm Group Inc. | 13,200 | US$17.6M | 5.3% |
| Sunbelt Rentals Holdings, Inc. | 225K | US$16.8M | 5.1% |
| Asml Holding Nv | 8,350 | US$16.6M | 5.0% |
| Bbb Foods Inc. | 380K | US$15.8M | 4.8% |
| Medpace Holdings, Inc. | 0 | US$0 | 0.00% |