Crow's Nest Holdings as of June 30, 2026
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ads Ltd Ads 1ads Equals 5ords Sponsored ADS (TSM) | 26.7 | $88M | 185k | 477.57 | |
| Amazon (AMZN) | 12.6 | $42M | 175k | 238.34 | |
| Ensign (ENSG) | 11.2 | $37M | 230k | 160.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.0 | $30M | 85k | 353.33 | |
| Louisiana-Pacific Corporation (LPX) | 7.6 | $25M | 320k | 78.66 | |
| Meta Platforms Cl A (META) | 7.2 | $24M | 42k | 563.29 | |
| Ferguson Enterprises Comn Stock New (FERG) | 5.5 | $18M | 76k | 237.33 | |
| TransDigm Group Incorporated (TDG) | 5.3 | $18M | 13k | 1332.04 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.1 | $17M | 225k | 74.81 | |
| Asml Holding N.v. New York Registry Shar N Y Registry Shs (ASML) | 5.0 | $17M | 8.4k | 1989.44 | |
| Bbb Foods Cl A (TBBB) | 4.8 | $16M | 380k | 41.67 |
