Crow's Nest Holdings Lp Top Holdings and 13F Report (2026) About Crow's Nest Holdings LpInvestment ActivityCrow's Nest Holdings Lp has $330.65 million in total holdings as of June 30, 2026.Crow's Nest Holdings Lp owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.02% of the portfolio was purchased this quarter.About 49.47% of the portfolio was sold this quarter.This quarter, Crow's Nest Holdings Lp has purchased 11 new stocks and bought additional shares in 0 stocks.Crow's Nest Holdings Lp sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $88,350,450Amazon.com $41,709,500The Ensign Group $36,869,000Alphabet $29,856,385Louisiana-Pacific $25,171,200 Largest New Holdings this Quarter N07059210 - ASML $16,611,824 Holding Largest Purchases this Quarter ASML 8,350 shares (about $16.61M) Largest Sales this Quarter Amazon.com 95,000 shares (about $22.64M)Louisiana-Pacific 250,000 shares (about $19.67M)Taiwan Semiconductor Manufacturing 40,000 shares (about $19.10M)Alphabet 43,833 shares (about $15.49M)Transdigm Group 10,467 shares (about $13.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrow's Nest Holdings Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$88,350,450$19,102,800 â–¼-17.8%185,00026.7%TechnologyAMZNAmazon.com$41,709,500$22,642,300 â–¼-35.2%175,00012.6%Consumer DiscretionaryENSGThe Ensign Group$36,869,000$12,456,592 â–¼-25.3%230,00011.2%HealthcareGOOGAlphabet$29,856,385$15,487,514 â–¼-34.2%84,5009.0%Communication ServicesLPXLouisiana-Pacific$25,171,200$19,665,000 â–¼-43.9%320,0007.6%MaterialsMETAMeta Platforms$23,799,003$12,251,558 â–¼-34.0%42,2507.2%Communication ServicesFERGUSON ENTERPRISES INC$18,037,080$10,679,850 â–¼-37.2%76,0005.5%COMN STOCK NEWTDGTransdigm Group$17,582,928$13,942,463 â–¼-44.2%13,2005.3%IndustrialsSUNBELT RENTALS HOLDINGS INC$16,832,250$11,044,425 â–¼-39.6%225,0005.1%SHSASMLASML$16,611,824$16,611,824 â–²New Holding8,3505.0%TechnologyBBB FOODS INC$15,834,600$7,083,900 â–¼-30.9%380,0004.8%CL AMEDPMedpace$0$19,207,600 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
