Crow's Nest Holdings as of Dec. 31, 2021
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mister Car Wash (MCW) | 16.6 | $22k | 1.2M | 0.02 | |
TransDigm Group Incorporated (TDG) | 13.0 | $17k | 26k | 0.64 | |
Workday Cl A (WDAY) | 12.8 | $17k | 61k | 0.27 | |
Amazon (AMZN) | 10.8 | $14k | 4.2k | 3.33 | |
Farfetch Ord Sh Cl A (FTCHQ) | 10.4 | $14k | 403k | 0.03 | |
Vapotherm | 8.8 | $11k | 552k | 0.02 | |
Alphabet Cap Stk Cl C (GOOG) | 8.1 | $10k | 3.6k | 2.89 | |
Meta Platforms Cl A (META) | 7.4 | $9.6k | 29k | 0.34 | |
Twilio Cl A (TWLO) | 6.6 | $8.5k | 32k | 0.26 | |
Wayfair Cl A (W) | 5.5 | $7.1k | 37k | 0.19 |