Crow's Nest Holdings LP — 13F holdings

Crow's Nest Holdings LP reported 11 holdings worth $331M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $88.4M (26.7%)
2. AMZN AMAZON COM INC — $41.7M (12.6%)
3. ENSG ENSIGN GROUP INC — $36.9M (11.2%)
4. GOOG ALPHABET INC — $29.9M (9.0%)
5. LPX LOUISIANA PAC CORP — $25.2M (7.6%)
6. META META PLATFORMS INC — $23.8M (7.2%)
7. FERG FERGUSON ENTERPRISES INC — $18.0M (5.5%)
8. TDG TRANSDIGM GROUP INC — $17.6M (5.3%)
9. SUNB SUNBELT RENTALS HOLDINGS INC — $16.8M (5.1%)
10. ASML ASML HOLDING N V — $16.6M (5.0%)