Crow's Nest Holdings

Latest statistics and disclosures from Crow's Nest Holdings's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, WDAY, TDG, FERG, GOOG, and represent 84.46% of Crow's Nest Holdings's stock portfolio.
  • Added to shares of these 4 stocks: AMZN (+$19M), GOOG (+$11M), FERG (+$9.3M), DCBO.
  • Reduced shares in these 3 stocks: TWLO (-$13M), TDG (-$8.0M), MCW.
  • Sold out of its positions in TWLO.
  • Crow's Nest Holdings was a net buyer of stock by $17M.
  • Crow's Nest Holdings has $302M in assets under management (AUM), dropping by 9.19%.
  • Central Index Key (CIK): 0001898772

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Portfolio Holdings for Crow's Nest Holdings

Crow's Nest Holdings holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 23.0 $69M +38% 826k 84.00
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Workday Cl A (WDAY) 21.0 $63M 379k 167.33
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TransDigm Group Incorporated (TDG) 18.0 $54M -12% 86k 629.65
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Ferguson SHS (FERG) 11.8 $36M +35% 280k 126.97
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Alphabet Cap Stk Cl C (GOOG) 10.6 $32M +50% 360k 88.73
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Mister Car Wash (MCW) 10.4 $32M -6% 3.4M 9.23
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Docebo (DCBO) 3.6 $11M +15% 330k 33.14
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Vapotherm (VAPO) 1.5 $4.4M 1.6M 2.70
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Past Filings by Crow's Nest Holdings

SEC 13F filings are viewable for Crow's Nest Holdings going back to 2021