Crow's Nest Holdings LP 13F Holdings · Q2 2026
Crow's Nest Holdings LP reported 11 securities worth $330.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (26.72%), AMZN (12.61%), ENSG (11.15%). Among its top 25 positions this quarter: 1 new, 10 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | $88.4M | 26.72% | 185,000 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $41.7M | 12.61% | 175,000 | Trimmed |
| 3 | ENSG | ENSIGN GROUP, INC. (THE) CMN | $36.9M | 11.15% | 230,000 | Trimmed |
| 4 | GOOG | ALPHABET INC | $29.9M | 9.03% | 84,500 | Trimmed |
| 5 | LPX | LOUISIANA PACIF | $25.2M | 7.61% | 320,000 | Trimmed |
| 6 | META | META PLATFORMS INC | $23.8M | 7.20% | 42,250 | Trimmed |
| 7 | FERG | FERGUSON ENTERPRISES INC | $18.0M | 5.45% | 76,000 | Trimmed |
| 8 | TDG | TRANSDIGM GROUP INC | $17.6M | 5.32% | 13,200 | Trimmed |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | $16.8M | 5.09% | 225,000 | Trimmed |
| 10 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $16.6M | 5.02% | 8,350 | New |
| 11 | TBBB | BBB FOODS INC | $15.8M | 4.79% | 380,000 | Trimmed |
| 12 | MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR