Crawford Fund Management, LLC Top Holdings and 13F Report (2025)

About Crawford Fund Management, LLC

Investment Activity

Crawford Fund Management, LLC has $418.95 million in total holdings as of March 31, 2025.
Crawford Fund Management, LLC owns shares of 181 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 18.47% of the portfolio was purchased this quarter.
About 41.23% of the portfolio was sold this quarter.
This quarter, Crawford Fund Management, LLC has purchased 210 new stocks and bought additional shares in 60 stocks.
Crawford Fund Management, LLC sold shares of 100 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

Boeing: $24,610,365
Uber Technologies: $11,613,884
CHENIERE ENERGY INC: $10,615,706
Boston Beer: $9,645,792
UnitedHealth Group: $9,427,500

Largest New Holdings this Quarter

099502106 - Booz Allen Hamilton: $8,010,619 Holding
N07059210 - ASML: $7,322,063 Holding
985817105 - Yelp: $6,241,221 Holding
00217D100 - AST SpaceMobile: $1,171,110 Holding
466367109 - Jack in the Box: $1,076,724 Holding

Largest Purchases this Quarter

UnitedHealth Group: 17,000 shares (about $8.90M)
Booz Allen Hamilton: 76,598 shares (about $8.01M)
ASML: 11,050 shares (about $7.32M)
Yelp: 168,545 shares (about $6.24M)
Crocs: 39,100 shares (about $4.15M)

Largest Sales this Quarter

Boeing: 92,800 shares (about $15.83M)
Affirm: 188,500 shares (about $8.52M)
PALANTIR TECHNOLOGIES INC: 93,200 shares (about $7.87M)
Pfizer: 274,900 shares (about $6.97M)
Douglas Emmett: 312,838 shares (about $5.01M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BA Boeing	$24,610,365	$15,827,040 ▼	-39.1%	144,300	5.9%	Aerospace
UBER Uber Technologies	$11,613,884		0.0%	159,400	2.8%	Computer and Technology
CHENIERE ENERGY INC	$10,615,706	$185,120 ▲	1.8%	45,876	2.5%	COM NEW
SAM Boston Beer	$9,645,792	$3,260,166 ▲	51.1%	40,386	2.3%	Consumer Staples
UNH UnitedHealth Group	$9,427,500	$8,903,750 ▲	1,700.0%	18,000	2.3%	Medical
UTHR United Therapeutics	$8,728,665	$2,045,371 ▲	30.6%	28,315	2.1%	Medical
ROKU Roku	$8,688,069	$1,668,864 ▼	-16.1%	123,340	2.1%	Consumer Discretionary
CROX Crocs	$8,401,588	$4,152,420 ▲	97.7%	79,111	2.0%	Consumer Discretionary
BAH Booz Allen Hamilton	$8,010,619	$8,010,619 ▲	New Holding	76,598	1.9%	Business Services
NATH Nathan's Famous	$7,532,188	$1,992,939 ▼	-20.9%	78,155	1.8%	Retail/Wholesale
BE Bloom Energy	$7,421,650	$2,325,778 ▼	-23.9%	377,500	1.8%	Energy
ASML ASML	$7,322,063	$7,322,063 ▲	New Holding	11,050	1.7%	Computer and Technology
RIVN Rivian Automotive	$7,252,125	$2,660,565 ▼	-26.8%	582,500	1.7%	Auto/Tires/Trucks
WBA Walgreens Boots Alliance	$6,928,751	$848,920 ▲	14.0%	620,300	1.7%	Retail/Wholesale
XPEL XPEL	$6,810,872	$1,287,608 ▲	23.3%	231,820	1.6%	Auto/Tires/Trucks
AFRM Affirm	$6,480,246	$8,518,315 ▼	-56.8%	143,400	1.5%	Business Services
YELP Yelp	$6,241,221	$6,241,221 ▲	New Holding	168,545	1.5%	Computer and Technology
ABNB Airbnb	$6,152,190	$3,458,367 ▲	128.4%	51,500	1.5%	Consumer Discretionary
TOST Toast	$5,748,361	$1,018,319 ▲	21.5%	173,300	1.4%	Computer and Technology
KASPI KZ JSC	$5,744,166	$232,125 ▲	4.2%	61,865	1.4%	SPONSORED ADS
SA Seabridge Gold	$5,711,508	$825,407 ▲	16.9%	489,418	1.4%	Basic Materials
AI C3.ai	$5,620,350	$1,220,900 ▼	-17.8%	267,000	1.3%	Computer and Technology
NXST Nexstar Media Group	$5,491,839	$1,075,320 ▼	-16.4%	30,643	1.3%	Consumer Discretionary
IONQ IonQ	$5,451,290	$3,818,110 ▼	-41.2%	247,000	1.3%	Computer and Technology
MRNA Moderna	$5,233,410	$963,900 ▲	22.6%	184,600	1.2%	Medical
PFE Pfizer	$5,042,660	$6,965,966 ▼	-58.0%	199,000	1.2%	Medical
HOG Harley-Davidson	$4,961,625	$1,893,750 ▲	61.7%	196,500	1.2%	Auto/Tires/Trucks
U Unity Software	$4,897,500	$127,335 ▲	2.7%	250,000	1.2%	Computer and Technology
BUR Burford Capital	$4,773,381	$488,770 ▲	11.4%	361,346	1.1%	Finance
SOFI SoFi Technologies	$4,768,300	$17,445 ▼	-0.4%	410,000	1.1%	Finance
ARE Alexandria Real Estate Equities	$4,690,257	$527,307 ▲	12.7%	50,700	1.1%	Finance
HBCP Home Bancorp	$4,647,866	$201,690 ▲	4.5%	103,747	1.1%	Finance
WBD Warner Bros. Discovery	$4,597,805	$112,665 ▲	2.5%	428,500	1.1%	Consumer Discretionary
RGLD Royal Gold	$4,450,088	$4,874,396 ▼	-52.3%	27,216	1.1%	Basic Materials
GM General Motors	$4,354,978	$2,586,650 ▼	-37.3%	92,600	1.0%	Auto/Tires/Trucks
RC Ready Capital	$4,339,225	$2,308,315 ▲	113.7%	852,500	1.0%	Finance
TPC Tutor Perini	$4,299,890	$53,314 ▲	1.3%	185,500	1.0%	Construction
WT WisdomTree	$3,970,952	$1,023,124 ▼	-20.5%	445,174	0.9%	Finance
LMND Lemonade	$3,843,889	$2,492,399 ▼	-39.3%	122,300	0.9%	Finance
TEVA Teva Pharmaceutical Industries	$3,342,975	$1,006,735 ▲	43.1%	217,500	0.8%	Medical
TDOC Teladoc Health	$3,291,460	$254,720 ▲	8.4%	413,500	0.8%	Medical
MOS Mosaic	$3,281,715	$1,039,885 ▼	-24.1%	121,500	0.8%	Basic Materials
ASAN Asana	$3,263,680	$291,400 ▼	-8.2%	224,000	0.8%	Computer and Technology
SG Sweetgreen	$3,165,030	$1,451,160 ▼	-31.4%	126,500	0.8%	Retail/Wholesale
HIFS Hingham Institution for Savings	$3,158,222	$927,420 ▲	41.6%	13,281	0.8%	Finance
WTRG Essential Utilities	$3,067,528	$509,937 ▲	19.9%	77,600	0.7%	Utilities
NEP Nextera Energy Partners	$3,049,500	$1,169,450 ▲	62.2%	321,000	0.7%	Energy
MODG Topgolf Callaway Brands	$2,787,570	$451,415 ▲	19.3%	423,000	0.7%	Consumer Discretionary
NN NextNav	$2,592,210	$1,095,300 ▼	-29.7%	213,000	0.6%	Business Services
EL Estée Lauder Companies	$2,409,000	$1,795,200 ▲	292.5%	36,500	0.6%	Consumer Staples
CMCSA Comcast	$2,398,500	$940,950 ▲	64.6%	65,000	0.6%	Consumer Discretionary
DIGITALOCEAN HLDGS INC	$2,387,385	$2,320,605 ▼	-49.3%	71,500	0.6%	COM
SMR NuScale Power	$2,385,960	$1,366,440 ▼	-36.4%	168,500	0.6%	Computer and Technology
HIMS Hims & Hers Health	$2,349,225	$3,315,510 ▼	-58.5%	79,500	0.6%	Medical
HLI Houlihan Lokey	$2,341,750	$242,250 ▲	11.5%	14,500	0.6%	Finance
F Ford Motor	$2,306,900	$656,965 ▼	-22.2%	230,000	0.6%	Auto/Tires/Trucks
BHC Bausch Health Companies	$2,274,205	$38,820 ▲	1.7%	351,500	0.5%	Medical
FSLY Fastly	$2,256,645	$297,510 ▲	15.2%	356,500	0.5%	Computer and Technology
NTNX Nutanix	$2,143,167	$3,881,436 ▼	-64.4%	30,700	0.5%	Computer and Technology
ALLY Ally Financial	$2,126,201	$339,171 ▲	19.0%	58,300	0.5%	Finance
X United States Steel	$2,087,644	$152,136 ▼	-6.8%	49,400	0.5%	Basic Materials
STLA Stellantis	$2,073,850	$762,280 ▲	58.1%	185,000	0.5%	Auto/Tires/Trucks
ALK Alaska Air Group	$2,018,020	$2,116,460 ▼	-51.2%	41,000	0.5%	Transportation
APLD Applied Digital	$2,011,960	$379,350 ▲	23.2%	358,000	0.5%	Finance
NCLH Norwegian Cruise Line	$1,905,480	$938,520 ▼	-33.0%	100,500	0.5%	Consumer Discretionary
AAP Advance Auto Parts	$1,862,475	$1,058,670 ▼	-36.2%	47,500	0.4%	Retail/Wholesale
NNI Nelnet	$1,845,986	$1,094,546 ▼	-37.2%	16,641	0.4%	Finance
QS QuantumScape	$1,842,880	$757,120 ▼	-29.1%	443,000	0.4%	Auto/Tires/Trucks
VSAT Viasat	$1,719,300	$494,950 ▼	-22.4%	165,000	0.4%	Computer and Technology
SITM SiTime	$1,712,144	$76,435 ▲	4.7%	11,200	0.4%	Computer and Technology
AAPL Apple	$1,665,975	$288,769 ▲	21.0%	7,500	0.4%	Computer and Technology
SNAP Snap	$1,663,610	$213,395 ▲	14.7%	191,000	0.4%	Computer and Technology
BIGC BigCommerce	$1,658,880	$51,840 ▲	3.2%	288,000	0.4%	Computer and Technology
ULCC Frontier Group	$1,627,500	$58,590 ▲	3.7%	375,000	0.4%	Transportation
BBIO BridgeBio Pharma	$1,624,790	$639,545 ▼	-28.2%	47,000	0.4%	Medical
JOBY Joby Aviation	$1,568,210	$126,420 ▼	-7.5%	260,500	0.4%	Transportation
PALANTIR TECHNOLOGIES INC	$1,552,960	$7,866,080 ▼	-83.5%	18,400	0.4%	CL A
BUD Anheuser-Busch InBev SA/NV	$1,477,440	$1,908,360 ▼	-56.4%	24,000	0.4%	Consumer Staples
RACE Ferrari	$1,412,004	$812,972 ▼	-36.5%	3,300	0.3%	Auto/Tires/Trucks
NVDA NVIDIA	$1,354,750	$65,028 ▼	-4.6%	12,500	0.3%	Computer and Technology
CCL Carnival Co. &	$1,337,805	$13,671 ▲	1.0%	68,500	0.3%	Consumer Discretionary
COHR Coherent	$1,324,776	$636,412 ▼	-32.5%	20,400	0.3%	Business Services
PK Park Hotels & Resorts	$1,291,212	$623,712 ▲	93.4%	120,900	0.3%	Finance
PENN PENN Entertainment	$1,223,250	$228,340 ▲	23.0%	75,000	0.3%	Consumer Discretionary
NVRO Nevro	$1,218,808	$586,920 ▲	92.9%	208,700	0.3%	Medical
BKD Brookdale Senior Living	$1,215,692	$497,670 ▼	-29.0%	194,200	0.3%	Medical
RUN Sunrun	$1,214,192	$45,122 ▲	3.9%	207,200	0.3%	Energy
SNOW Snowflake	$1,213,128	$570,024 ▼	-32.0%	8,300	0.3%	Computer and Technology
EXAS Exact Sciences	$1,207,791	$731,601 ▼	-37.7%	27,900	0.3%	Medical
OUNZ Van Eck Merk Gold Trust	$1,202,586		0.0%	39,900	0.3%	ETF
ASTS AST SpaceMobile	$1,171,110	$1,171,110 ▲	New Holding	51,500	0.3%	Computer and Technology
IE Ivanhoe Electric	$1,153,285	$140,602 ▼	-10.9%	198,500	0.3%	Business Services
VNET VNET Group	$1,139,800	$90,200 ▼	-7.3%	139,000	0.3%	Computer and Technology
TCX Tucows	$1,130,960	$950,344 ▼	-45.7%	67,000	0.3%	Computer and Technology
CNK Cinemark	$1,120,050	$74,670 ▼	-6.3%	45,000	0.3%	Consumer Discretionary
MPW Medical Properties Trust	$1,115,550	$93,465 ▲	9.1%	185,000	0.3%	Finance
TREE LendingTree	$1,090,859	$326,755 ▼	-23.0%	21,700	0.3%	Finance
JACK Jack in the Box	$1,076,724	$1,076,724 ▲	New Holding	39,600	0.3%	Retail/Wholesale
FIP FTAI Infrastructure	$1,069,080	$192,525 ▼	-15.3%	236,000	0.3%	Finance
MFIC MidCap Financial Investment	$1,053,234	$860,334 ▲	446.0%	81,900	0.3%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Crawford Fund Management, LLC Top Holdings and 13F Report (2025)

About Crawford Fund Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Crawford Fund Management, LLC Top Holdings and 13F Report (2025)

About Crawford Fund Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrawford Fund Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools