Crawford Fund Management, LLC 13F 持仓 · 2026年Q2
Crawford Fund Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 6.53 亿美元。前几大持仓：TOST（3.31%）、TPL（3.27%）、UBER（3.27%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TOST | TOAST INC | $21.6M | 3.31% | 775,836 | 增持 |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | $21.3M | 3.27% | 48,771 | 新建仓 |
| 3 | UBER | UBER TECHNOLOGIES INC | $21.4M | 3.27% | 296,264 | 增持 |
| 4 | CROX | CROCS INC | $19.3M | 2.96% | 160,014 | 减持 |
| 5 | LNG | CHENIERE ENERGY INC | $18.8M | 2.88% | 78,695 | 增持 |
| 6 | MORN | MORNINGSTAR INC | $17.1M | 2.62% | 109,500 | 增持 |
| 7 | CUBI | CUSTOMERS BANCORP INC | $16.1M | 2.47% | 203,750 | 持平 |
| 8 | NTB | BANK OF N T BUTTERFIELD & SO | $14.1M | 2.17% | 237,604 | 增持 |
| 9 | BE | BLOOM ENERGY CORP | $14.0M | 2.15% | 46,400 | 减持 |
| 10 | KNSL | KINSALE CAP GROUP INC | $13.9M | 2.13% | 42,090 | 增持 |
| 11 | SFM | SPROUTS FMRS MKT INC | $13.9M | 2.12% | 164,000 | 增持 |
| 12 | XPEL | XPEL INC | $13.4M | 2.06% | 270,751 | 减持 |
| 13 | SA | SEABRIDGE GOLD INC | $13.3M | 2.03% | 515,243 | 新建仓 |
| 14 | SNOW | SNOWFLAKE INC | $13.2M | 2.02% | 51,800 | 增持 |
| 15 | KSPI | KASPI KZ JSC | $12.0M | 1.84% | 138,429 | 增持 |
| 16 | IONQ | IONQ INC | $11.8M | 1.81% | 221,500 | 增持 |
| 17 | CHE | CHEMED CORP NEW | $10.2M | 1.57% | 21,975 | 增持 |
| 18 | CPRT | COPART INC | $10.1M | 1.55% | 360,000 | 新建仓 |
| 19 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $10.0M | 1.54% | 165,591 | 减持 |
| 20 | NXST | NEXSTAR MEDIA GROUP INC | $9.7M | 1.49% | 54,543 | 减持 |
| 21 | WT | WISDOMTREE INC | $9.8M | 1.49% | 575,654 | 减持 |
| 22 | HLI | HOULIHAN LOKEY INC | $9.2M | 1.41% | 68,431 | 增持 |
| 23 | ASTS | AST SPACEMOBILE INC | $7.8M | 1.20% | 88,000 | 增持 |
| 24 | TEM | TEMPUS AI INC | $7.6M | 1.16% | 130,500 | 增持 |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.5M | 1.15% | 61,200 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR