Crow's Nest Holdings LP: 13F holdings
CIK 18987722026Q2
| Positions | 11 |
|---|---|
| Reported value | $330.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | 185,000 | $88.4m | 26.7% |
| AMZN AMAZON COM INC | 175,000 | $41.7m | 12.6% |
| ENSG ENSIGN GROUP, INC. (THE) CMN | 230,000 | $36.9m | 11.2% |
| GOOG ALPHABET INC | 84,500 | $29.9m | 9.0% |
| LPX LOUISIANA PACIF | 320,000 | $25.2m | 7.6% |
| META META PLATFORMS INC | 42,250 | $23.8m | 7.2% |
| FERG FERGUSON ENTERPRISES INC | 76,000 | $18.0m | 5.5% |
| TDG TRANSDIGM GROUP INC | 13,200 | $17.6m | 5.3% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 225,000 | $16.8m | 5.1% |
| ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 8,350 | $16.6m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1898772")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.