Crow's Nest Holdings LP
Crow's Nest Holdings LP reported 11 positions worth $330.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (26.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $88.4M | 26.72% | 185,000 | — | — | |
| ▸ 2 | AMZN | SH | $41.7M | 12.61% | 175,000 | — | — | |
| ▸ 3 | ENSG | SH | $36.9M | 11.15% | 230,000 | — | — | |
| ▸ 4 | GOOG | SH | $29.9M | 9.03% | 84,500 | — | — | |
| ▸ 5 | LPX | SH | $25.2M | 7.61% | 320,000 | — | — | |
| ▸ 6 | META | SH | $23.8M | 7.20% | 42,250 | — | — | |
| ▸ 7 | FERG | SH | $18.0M | 5.45% | 76,000 | — | — | |
| ▸ 8 | TDG | SH | $17.6M | 5.32% | 13,200 | — | — | |
| ▸ 9 | SUNB | SH | $16.8M | 5.09% | 225,000 | — | — | |
| ▸ 10 | ASML | SH | $16.6M | 5.02% | 8,350 | — | — |
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Frequently Asked Questions
What stocks does Crow's Nest Holdings LP hold as of Q2 2026?
Crow's Nest Holdings LP reported 11 positions worth $330.7M in its Q2 2026 13F filing. Largest positions: TSM (26.7%), AMZN (12.6%), ENSG (11.2%), GOOG (9.0%) and LPX (7.6%).
What did Crow's Nest Holdings LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Crow's Nest Holdings LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.