Crow's Nest Holdings LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Crow's Nest Holdings LP held in its portfolio 9 assets valued at $439,159,045 (i.e. $439.16M).

The most valuable assets in the portfolio included: AMAZON COM INC ($76.17M), TAIWAN SEMICONDUCTOR MFG LTD ($70.05M), and ENSIGN GROUP INC ($67.07M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Crow's Nest Holdings LP Portfolio

AMAZON COM INC

TAIWAN SEMICONDUCTOR MFG LTD

ENSIGN GROUP INC

LOUISIANA PAC CORP

FERGUSON ENTERPRISES INC

TRANSDIGM GROUP INC

META PLATFORMS INC

ALPHABET INC

BBB FOODS INC

Crow's Nest Holdings LP - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
AMAZON COM INC	330000	76170600	COM
TAIWAN SEMICONDUCTOR MFG LTD	230500	70046645	SPONSORED ADS
ENSIGN GROUP INC	385000	67067000	COM
LOUISIANA PAC CORP	760000	61377600	COM
FERGUSON ENTERPRISES INC	195000	43412850	COMMON STOCK NEW
TRANSDIGM GROUP INC	29725	39529791	COM
META PLATFORMS INC	51100	33730599	CL A
ALPHABET INC	99200	31128960	CAP STK CL C
BBB FOODS INC	500000	16695000	CL A COM