§ 13F · FUND PROFILE
Crow's Nest Holdings LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $480.1T (13F)Positions · 9Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 330K | $76.2T | 17.3% | −11% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 231K | $70.0T | 16.0% | −2% |
| 3 | ENSG | ENSIGN GROUP INC | 385K | $67.1T | 15.3% | −11% |
| 4 | LPX | LOUISIANA PAC CORP | 760K | $61.4T | 14.0% | −2% |
| 5 | FERG | FERGUSON ENTERPRISES INC | 195K | $43.4T | 9.9% | −13% |
| 6 | TDG | TRANSDIGM GROUP INC | 30K | $39.5T | 9.0% | −5% |
| 7 | META | META PLATFORMS INC | 51K | $33.7T | 7.7% | −5% |
| 8 | GOOG | ALPHABET INC | 99K | $31.1T | 7.1% | −12% |
| 9 | TBBB | BBB FOODS INC | 500K | $16.7T | 3.8% | 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 $480074.3 trillion in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed