Holdings
Crow's Nest Holdings LP
As of Jun 30, 2026, Crow's Nest Holdings LP reported 11 positions worth US$331M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and The Ensign Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 185K | US$88.4M | −40,000 | Jun 30, 2026 |
| Amazon.com, Inc. | 175K | US$41.7M | −95,000 | Jun 30, 2026 |
| The Ensign Group, Inc. | 230K | US$36.9M | −77,708 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 83,545 | US$29.9M | −44,476 | Jun 30, 2026 |
| Louisiana-pacific Corporation | 320K | US$25.2M | −250K | Jun 30, 2026 |
| Meta Platforms, Inc. | 42,250 | US$23.8M | −21,750 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 76,000 | US$18M | −45,000 | Jun 30, 2026 |
| Transdigm Group Inc. | 13,200 | US$17.6M | −10,467 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 225K | US$16.8M | −148K | Jun 30, 2026 |
| Asml Holding Nv | 8,350 | US$16.6M | new | Jun 30, 2026 |