13F-HR filed by Crow's Nest Holdings LP
Crow's Nest Holdings LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 11 holding rows worth $330,654,220.
- Accession
- 0001898772-26-000008
- Filer
- CIK 1898772
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 11 entries on the cover page, a total value of $330,654,220 stated on the cover page (in dollars after the unit check, H1), rows summing to $330,654,220 with VALUE read as dollars as filed, 13F file number 028-21961. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 185,000 | $88,350,450 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 175,000 | $41,709,500 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 230,000 | $36,869,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 84,500 | $29,856,385 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 320,000 | $25,171,200 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 42,250 | $23,799,003 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 76,000 | $18,037,080 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 13,200 | $17,582,928 | dollars as filed | |
| SUNBELT RENTALS HOLDINGS INC SHS | 866966104 | Stock | 225,000 | $16,832,250 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 8,350 | $16,611,824 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 380,000 | $15,834,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001898772-26-000008 | this filing | 2026-08-14 | acceptance time not in the bulk data set |