Crow's Nest Holdings as of March 31, 2023
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 20.1 | $73M | 352k | 206.54 | |
| Amazon (AMZN) | 19.3 | $70M | 677k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 17.1 | $62M | 595k | 104.00 | |
| TransDigm Group Incorporated (TDG) | 15.3 | $56M | 75k | 737.05 | |
| Ferguson SHS (FERG) | 10.3 | $37M | 280k | 133.75 | |
| Mister Car Wash (MCW) | 7.4 | $27M | 3.1M | 8.62 | |
| Credit Acceptance (CACC) | 6.0 | $22M | 50k | 436.04 | |
| Docebo (DCBO) | 3.7 | $14M | 330k | 40.74 | |
| Vapotherm | 0.8 | $3.0M | 4.5M | 0.66 |
