Crow's Nest Holdings as of June 30, 2023
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.9 | $88M | 677k | 130.36 | |
| Workday Cl A (WDAY) | 17.4 | $74M | 325k | 225.89 | |
| TransDigm Group Incorporated (TDG) | 15.9 | $67M | 75k | 894.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $65M | 540k | 120.97 | |
| Ferguson SHS | 10.4 | $44M | 280k | 157.31 | |
| Mister Car Wash (MCW) | 10.3 | $43M | 4.5M | 9.65 | |
| Credit Acceptance (CACC) | 5.8 | $24M | 48k | 507.93 | |
| Docebo (DCBO) | 3.3 | $14M | 356k | 39.43 | |
| Vapotherm | 0.5 | $2.0M | 4.5M | 0.45 |
