§ 13F · FUND PROFILE
Crow's Nest Holdings LP.
AUM · $331M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | 185K | $88M | 26.7% | −18% |
| 2 | AMZN | AMAZON COM INC | 175K | $42M | 12.6% | −35% |
| 3 | ENSG | ENSIGN GROUP, INC. (THE) CMN | 230K | $37M | 11.2% | −25% |
| 4 | GOOG | ALPHABET INC | 85K | $30M | 9.0% | −34% |
| 5 | LPX | LOUISIANA PACIF | 320K | $25M | 7.6% | −44% |
| 6 | META | META PLATFORMS INC | 42K | $24M | 7.2% | −34% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 76K | $18M | 5.5% | −37% |
| 8 | TDG | TRANSDIGM GROUP INC | 13K | $18M | 5.3% | −44% |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | 225K | $17M | 5.1% | −40% |
| 10 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 8K | $17M | 5.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CROW'S SIGNAL
AC read
Crow's Nest Holdings LP is a Other fund managing $331 million in assets. The fund runs a focused portfolio of just 11 positions.
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