Crow's Nest Holdings LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Crow's Nest Holdings LP disclosed 11 US equity positions worth $330.7m in its Q2 2026 13F filing. The largest position was TSM at 26.7% of the reported book, followed by AMZN and ENSG. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 10 among the top 11 holdings.
What did Crow's Nest Holdings LP own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | Technology | 26.7% | $88.4m | 185,000 | -18% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 12.6% | $41.7m | 175,000 | -35% | reduced |
| 3 | ENSG ENSIGN GROUP, INC. (THE) CMN | Healthcare | 11.2% | $36.9m | 230,000 | -25% | reduced |
| 4 | GOOG ALPHABET INC | Communication Services | 9.0% | $29.9m | 84,500 | -34% | reduced |
| 5 | LPX LOUISIANA PACIF | Industrials | 7.6% | $25.2m | 320,000 | -44% | reduced |
| 6 | META META PLATFORMS INC | Communication Services | 7.2% | $23.8m | 42,250 | -34% | reduced |
| 7 | FERG FERGUSON ENTERPRISES INC | Industrials | 5.5% | $18.0m | 76,000 | -37% | reduced |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 5.3% | $17.6m | 13,200 | -44% | reduced |
| 9 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 5.1% | $16.8m | 225,000 | -40% | reduced |
| 10 | ASML ASML HOLDING N.V. NEW YORK REGISTRY SHAR | Technology | 5.0% | $16.6m | 8,350 | – | new |
| 11 | TBBB BBB FOODS INC | Consumer Defensive | 4.8% | $15.8m | 380,000 | -31% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.