Crawford Fund Management
Crawford Fund Management reported 32 stocks worth $326M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TOST (6.6%), UBER (6.6%) and TPL (6.5%). Compared with Q1 2026, the fund opened new positions in TPL, SA and SFM, added to TOST, UBER and LNG, trimmed CROX, XPEL and BAH and sold out of SA, CDW and SAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TOST Toast Inc | $21.6M | 6.6% | 776K | +252K (+48%) | 7 of 8 | |
| 2 |  UBER Uber Technologies Inc | $21.4M | 6.6% | 296K | +3,000 (+1%) | 8 of 8 | |
| 3 |  TPL Texas Pacific Land C | $21.3M | 6.5% | 49K | New position | 3 of 8 | |
| 4 |  CROX Crocs Inc | $19.3M | 5.9% | 160K | −16K (−9%) | 8 of 8 | |
| 5 |  LNG Cheniere Energy Inc | $18.8M | 5.8% | 79K | +33K (+71%) | 8 of 8 | |
| 6 |  MORN Morningstar Inc | $17.1M | 5.2% | 110K | +20K (+23%) | 3 of 8 | |
| 7 |  CUBI Customers Bancorp Inc | $16.1M | 4.9% | 204K | No change | 5 of 8 | |
| 8 |  NTB BANK OF NT BUTTERFIELD&SON L | $14.1M | 4.3% | 238K | +30K (+15%) | 3 of 8 | |
| 9 |  KNSL Kinsale Cap Group Inc | $13.9M | 4.3% | 42K | +21K (+101%) | 3 of 8 | |
| 10 |  XPEL Xpel Inc | $13.4M | 4.1% | 271K | −61K (−18%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 BE Bloom Energy Corp | Put | $14M | 46K | −14,600 |
 SNOW Snowflake Inc | Put | $13.2M | 52K | +4,600 |
 IONQ Ionq Inc | Put | $11.8M | 222K | +16,000 |
 ASTS Ast Spacemobile Inc | Put | $7.8M | 88K | +34,000 |
 TEM Tempus AI Inc | Put | $7.6M | 131K | +45,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Crawford Fund Management 13F FAQ
What does Crawford Fund Management own?
Crawford Fund Management reported 32 stocks worth $326M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TOST (6.6%), UBER (6.6%) and TPL (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Crawford Fund Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 12 added to, 14 trimmed and 4 sold out. New positions include TPL, SA and SFM. It sold all of SA, CDW and SAM.
When will Crawford Fund Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Crawford Fund Management's portfolio worth?
The Q2 2026 filing reports $326M in US stocks ($653M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.