Crow's Nest Holdings as of Sept. 30, 2022
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.4 | $67M | 597k | 113.00 | |
| Workday Cl A (WDAY) | 20.9 | $58M | 379k | 152.22 | |
| TransDigm Group Incorporated (TDG) | 18.9 | $52M | 99k | 524.82 | |
| Mister Car Wash (MCW) | 11.3 | $31M | 3.7M | 8.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $23M | 239k | 96.15 | |
| Ferguson SHS (FERG) | 7.7 | $21M | 207k | 102.93 | |
| Twilio Cl A (TWLO) | 4.8 | $13M | 190k | 69.14 | |
| Docebo (DCBO) | 2.8 | $7.7M | 285k | 27.01 | |
| Vapotherm | 0.9 | $2.6M | 1.6M | 1.57 |
