The Analysis of Crow's Nest Holdings LP's Holdings


Currently, Crow's Nest Holdings LP holds 9 types of securities in its portfolio with a total value $480.1M. In the most recent quarter, they have increased their positions in TSM (+234.7K shares, valued at $65.5M); decreased their positions in AMZN (-87.8K shares, valued at $19.3M), TDG (-3.6K shares, valued at $4.7M), TRU (-26.8K shares, valued at $2.2M); initiated new positions in TSM (+234.7K shares, valued at $65.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AMZN AMAZON COM INC372.3K shares-19.08%2025-09-302025-11-07history
ENSG ENSIGN GROUP INC432.1K shares-1.80%2025-09-302025-11-07history
LPX LOUISIANA PAC CORP778.1K shares-1.82%2025-09-302025-11-07history
TSM TAIWAN SEMICONDUCTOR MFG LTD234.7K sharesnew addition2025-09-302025-11-07history
FERG FERGUSON ENTERPRISES INC224.8K shares-1.81%2025-09-302025-11-07history
TDG TRANSDIGM GROUP INC31.4K shares-10.21%2025-09-302025-11-07history
META META PLATFORMS INC54.0K shares-1.82%2025-09-302025-11-07history
TRU TRANSUNION357.3K shares-6.97%2025-09-302025-11-07history
Sponsored
GOOG ALPHABET INC113.0K shares-1.74%2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available