Crow's Nest Holdings as of Dec. 31, 2022
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 | 826k | 84.00 | |
| Workday Cl A (WDAY) | 21.0 | $63M | 379k | 167.33 | |
| TransDigm Group Incorporated (TDG) | 18.0 | $54M | 86k | 629.65 | |
| Ferguson SHS (FERG) | 11.8 | $36M | 280k | 126.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.6 | $32M | 360k | 88.73 | |
| Mister Car Wash (MCW) | 10.4 | $32M | 3.4M | 9.23 | |
| Docebo (DCBO) | 3.6 | $11M | 330k | 33.14 | |
| Vapotherm | 1.5 | $4.4M | 1.6M | 2.70 |
