Crow's Nest Holdings LP

RICHMOND, VA · CIK 1898772 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited partnership

As an employer

$330.7m reported value -22.7% vs Q1 2026

11positions

95.2%in top 10

1 new 0 added 10 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	185,000	$88.4m26.72%	26.72%	Reduced -40.0k	-40,000 -17.8%
2	AMAZON COM INC COM AMZN	AMZN	175,000	$41.7m12.61%	12.61%	Reduced -95.0k	-95,000 -35.2%
3	ENSIGN GROUP INC COM ENSG	ENSG	230,000	$36.9m11.15%	11.15%	Reduced -77.7k	-77,708 -25.2%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	84,500	$29.9m9.03%	9.03%	Reduced -43.8k	-43,833 -34.2%
5	LOUISIANA PAC CORP COM LPX	LPX	320,000	$25.2m7.61%	7.61%	Reduced -250.0k	-250,000 -43.9%
6	META PLATFORMS INC CL A META	META	42,250	$23.8m7.20%	7.20%	Reduced -21.8k	-21,750 -34.0%
7	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	76,000	$18.0m5.45%	5.45%	Reduced -45.0k	-45,000 -37.2%
8	TRANSDIGM GROUP INC COM TDG	TDG	13,200	$17.6m5.32%	5.32%	Reduced -10.5k	-10,467 -44.2%
9	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	225,000	$16.8m5.09%	5.09%	Reduced -147.6k	-147,633 -39.6%
10	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	8,350	$16.6m5.02%	5.02%	New
11	BBB FOODS INC CL A COM TBBB	TBBB	380,000	$15.8m4.79%	4.79%	Reduced -170.0k	-170,000 -30.9%

Security	Ticker	Shares held before	Value then
MEDPACE HLDGS INC MEDP	MEDP	40,000	$19.2m40.0k shares