Crow's Nest Holdings LP
Net seller this quarter
$331M
11
-$149M
95.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $88.4M | 26.72% | 0.00% | -17.8% | Q3 2025 |
 AMZN | $41.7M | 12.61% | 0.00% | -35.2% | Q4 2021 |
 ENSG | $36.9M | 11.15% | 0.39% | -25.3% | Q1 2025 |
 GOOG | $29.9M | 9.03% | Not reported | -34.2% | Q4 2021 |
 LPX | $25.2M | 7.61% | 0.46% | -43.9% | Q3 2024 |
 META | $23.8M | 7.20% | Not reported | -34.0% | Q4 2021 |
 FERG | $18M | 5.45% | 0.04% | -37.2% | Q3 2022 |
 TDG | $17.6M | 5.32% | 0.02% | -44.2% | Q4 2021 |
 SUNB | $16.8M | 5.09% | 0.05% | -39.6% | Q1 2026 |
 ASML | $16.6M | 5.02% | 0.00% | New | Q2 2026 |
 TBBB | $15.8M | 4.79% | Not reported | -30.9% | Q1 2024 |
| Q1 2026 | |||||
| TSM | $76M | 17.78% | 0.00% | -2.4% | Q3 2025 |
| ENSG | $62M | 14.50% | 0.53% | -20.1% | Q1 2025 |
| AMZN | $56.2M | 13.15% | 0.00% | -18.2% | Q4 2021 |
| LPX | $41.5M | 9.69% | 0.81% | -25.0% | Q3 2024 |
| GOOG | $36.8M | 8.61% | Not reported | +29.4% | Q4 2021 |
| META | $36.6M | 8.56% | Not reported | +25.2% | Q4 2021 |
| FERG | $28.2M | 6.60% | 0.06% | -38.0% | Q3 2022 |
| TDG | $27.4M | 6.41% | 0.04% | -20.4% | Q4 2021 |
| SUNB | $24.3M | 5.67% | 0.09% | New | Q1 2026 |
| TBBB | $19.5M | 4.55% | Not reported | +10.0% | Q1 2024 |
 MEDP | $19.2M | 4.49% | 0.14% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $76.2M | 17.34% | 0.00% | -11.4% | Q4 2021 |
| TSM | $70M | 15.95% | 0.00% | -1.8% | Q3 2025 |
| ENSG | $67.1M | 15.27% | 0.66% | -10.9% | Q1 2025 |
| LPX | $61.4M | 13.98% | 1.09% | -2.3% | Q3 2024 |
| FERG | $43.4M | 9.89% | 0.10% | -13.3% | Q3 2022 |
| TDG | $39.5M | 9.00% | 0.05% | -5.4% | Q4 2021 |
| META | $33.7M | 7.68% | Not reported | -5.4% | Q4 2021 |
| GOOG | $31.1M | 7.09% | Not reported | -12.2% | Q4 2021 |
| TBBB | $16.7M | 3.80% | Not reported | Not reported | Q1 2024 |
| Q3 2025 | |||||
| AMZN | $81.7M | 17.03% | 0.00% | -19.1% | Q4 2021 |
| ENSG | $74.7M | 15.55% | 0.75% | -1.8% | Q1 2025 |
| LPX | $69.1M | 14.40% | 1.11% | -1.8% | Q3 2024 |
| TSM | $65.5M | 13.65% | 0.00% | New | Q3 2025 |
| FERG | $50.5M | 10.52% | 0.11% | -1.8% | Q3 2022 |
| TDG | $41.4M | 8.63% | 0.06% | -10.2% | Q4 2021 |
| META | $39.7M | 8.26% | Not reported | -1.8% | Q4 2021 |
 TRU | $29.9M | 6.23% | 0.18% | -7.0% | Q3 2024 |
| GOOG | $27.5M | 5.73% | Not reported | -1.7% | Q4 2021 |