Crow's Nest Holdings as of Sept. 30, 2023
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 21.7 | $85M | 670k | 127.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 17.4 | $69M | 520k | 131.85 | |
| Workday Cl A (WDAY) | 15.6 | $61M | 285k | 214.85 | |
| TransDigm Group Incorporated (TDG) | 15.3 | $60M | 71k | 843.13 | |
| Ferguson SHS (FERG) | 11.7 | $46M | 280k | 164.47 | |
| Credit Acceptance (CACC) | 7.7 | $30M | 66k | 460.12 | |
| Mister Car Wash (MCW) | 6.6 | $26M | 4.7M | 5.51 | |
| Docebo (DCBO) | 3.7 | $14M | 356k | 40.52 | |
| Vapotherm Com New (VAPO) | 0.4 | $1.4M | 561k | 2.53 |
