Holders — by stockHoldings — by fund
Crow's Nest Holdings LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001898772
$330.7M
disclosed book value
11
positions
26.7%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | 185,000 | $88.4M | 26.7% |
| 2 | AMZNAMAZON COM INC | 175,000 | $41.7M | 12.6% |
| 3 | ENSGENSIGN GROUP, INC. (THE) CMN | 230,000 | $36.9M | 11.2% |
| 4 | GOOGALPHABET INC | 84,500 | $29.9M | 9% |
| 5 | LPXLOUISIANA PACIF | 320,000 | $25.2M | 7.6% |
| 6 | METAMETA PLATFORMS INC | 42,250 | $23.8M | 7.2% |
| 7 | FERGFERGUSON ENTERPRISES INC | 76,000 | $18.0M | 5.5% |
| 8 | TDGTRANSDIGM GROUP INC | 13,200 | $17.6M | 5.3% |
| 9 | SUNBSUNBELT RENTALS HOLDINGS INC | 225,000 | $16.8M | 5.1% |
| 10 | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 8,350 | $16.6M | 5% |
| 11 | BBB FOODS INC | 380,000 | $15.8M | 4.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.