Crow'S Nest Holdings Lp Portfolio Stock Holdings
Crow'S Nest Holdings Lp disclosed 11 stock positions valued at approximately $427.7 million in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, ENSIGN GROUP INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $427.7M
Holdings by Sector
Crow'S Nest Holdings Lp Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 17.78% | 225,000 | -5,500 | -2.39% | $76,038,750 |
| ENSIGN GROUP INC | ENSG | Healthcare | 14.50% | 307,708 | -77,292 | -20.08% | $62,003,162 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 13.15% | 270,000 | -60,000 | -18.18% | $56,232,900 |
| LOUISIANA PAC CORP | LPX | Industrials | 9.69% | 570,000 | -190,000 | -25.00% | $41,467,500 |
| ALPHABET INC | GOOG | Communication Services | 8.61% | 128,333 | +29,133 | +29.37% | $36,813,604 |
| META PLATFORMS INC | META | Communication Services | 8.56% | 64,000 | +12,900 | +25.24% | $36,616,320 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 6.60% | 121,000 | -74,000 | -37.95% | $28,224,460 |
| TRANSDIGM GROUP INC | TDG | Industrials | 6.41% | 23,667 | -6,058 | -20.38% | $27,429,106 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 4.49% | 40,000 | +40,000 | +100.00% | $19,207,600 |