Crow's Nest Holdings
Crow's Nest Holdings reported 11 stocks worth $331M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (26.7%), AMZN (12.6%) and ENSG (11.2%). Compared with Q1 2026, the fund opened new positions in ASML, trimmed TSM, AMZN and ENSG and sold out of MEDP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $88.4M | 26.7% | 185K | −40K (−18%) | 4 of 8 | |
| 2 |  AMZN Amazon Com Inc | $41.7M | 12.6% | 175K | −95K (−35%) | 8 of 8 | |
| 3 |  ENSG Ensign Group Inc | $36.9M | 11.2% | 230K | −78K (−25%) | 6 of 8 | |
| 4 |  GOOG Alphabet Inc | $29.9M | 9.0% | 85K | −44K (−34%) | 8 of 8 | |
| 5 |  LPX Louisiana Pac Corp | $25.2M | 7.6% | 320K | −250K (−44%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $23.8M | 7.2% | 42K | −22K (−34%) | 5 of 8 | |
| 7 |  FERG Ferguson Enterprises Inc | $18M | 5.5% | 76K | −45K (−37%) | 7 of 8 | |
| 8 |  TDG Transdigm Group Inc | $17.6M | 5.3% | 13K | −10K (−44%) | 8 of 8 | |
| 9 |  SUNB Sunbelt Rentals Holdings Inc | $16.8M | 5.1% | 225K | −148K (−40%) | 2 of 8 | |
| 10 |  ASML Asml Holding N V | $16.6M | 5.0% | 8,350 | New position | 1 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 MEDP Medpace Hldgs Inc | $19.2M | 40K |
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 →Crow's Nest Holdings 13F FAQ
What does Crow's Nest Holdings own?
Crow's Nest Holdings reported 11 stocks worth $331M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (26.7%), AMZN (12.6%) and ENSG (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did Crow's Nest Holdings buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 0 added to, 10 trimmed and 1 sold out. New positions include ASML. It sold all of MEDP.
When will Crow's Nest Holdings 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 Crow's Nest Holdings's portfolio worth?
The Q2 2026 filing reports $331M in US stocks. 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.