Crow's Nest Holdings as of June 30, 2022
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 25.7 | $72M | 677k | 106.21 | |
| TransDigm Group Incorporated (TDG) | 20.4 | $57M | 107k | 536.67 | |
| Workday Cl A (WDAY) | 20.1 | $56M | 402k | 139.58 | |
| Mister Car Wash (MCW) | 15.0 | $42M | 3.9M | 10.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.7 | $33M | 15k | 2187.42 | |
| Twilio Cl A (TWLO) | 5.7 | $16M | 190k | 83.81 | |
| Vapotherm | 1.5 | $4.1M | 1.6M | 2.53 |
