Crow's Nest Holdings LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Crow's Nest Holdings LP reported 8 stock positions worth $444.8 million. Its top holding was Amazon.com (AMZN) at 23.9% of the portfolio, followed by Workday Class A (WDAY, 13.6%) and Ferguson Jersey (FERG, 12.2%). Compared with Q1 2024, it sold out of 2, added to 1 and reduced 3. The biggest buy was Workday Class A (WDAY, shares +15%) and the biggest sale Alphabet Class C (GOOG, shares −50%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001898772
Portfolio Value
$444.8M (Q2 2024)
SEC Filing
0001493152-24-032044 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $519.1M Q1 2024 Q2 2024: $444.8M $444.8M Q2 2024 Q3 2024: $541.8M Q3 2024 Q4 2024: $474.0M Q4 2024 Q1 2025: $404.2M Q1 2025 Q2 2025: $453.5M Q2 2025 Q3 2025: $480.1M Q3 2025 Q4 2025: $439.2M Q4 2025 Q1 2026: $427.7M Q1 2026 Q2 2026: $330.7M Q2 2026

Holdings 8 stocks · $444.8M
AMZN Amazon.com Inc. 23.90% 550,000 $106.3M Reduce -3.5%
WDAY Workday Inc. Class A 13.57% 270,000 $60.4M Add +14.9%
FERG Ferguson Jersey Ltd. 12.17% 279,500 $54.1M No change
ESGR Enstar Group Ltd. 11.68% 170,000 $52.0M No change
GOOG Alphabet Inc. Class C 11.55% 280,000 $51.4M Reduce -50.0%
PGR Progressive Corp. 10.27% 220,000 $45.7M No change
TDG Transdigm Group Inc. 9.05% 31,500 $40.2M Reduce -19.2%
CACC Credit Acceptance Corp. 7.81% 67,500 $34.7M No change

Portfolio Sells Q1 2024 → Q2 2024
GOOG Alphabet Inc. Class C Reduce -50.0% 11.55% −4.88
MCW Mister Car Wash Inc. Sold out 0.00% −4.11
TDG Transdigm Group Inc. Reduce -19.2% 9.05% −0.21
TBBB BBB Foods Inc. Class A Sold out 0.00% −0.18
AMZN Amazon.com Inc. Reduce -3.5% 23.90% +4.09

Portfolio Buys Q1 2024 → Q2 2024
WDAY Workday Inc. Class A Add +14.9% 13.57% +1.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$330.7MTSM, AMZN, ENSG, GOOG, LPX
Q1 2026 11$427.7MTSM, ENSG, AMZN, LPX, GOOG
Q4 2025 9$439.2MAMZN, TSM, ENSG, LPX, FERG
Q3 2025 9$480.1MAMZN, ENSG, LPX, TSM, FERG
Q2 2025 9$453.5MAMZN, LPX, ENSG, TDG, FERG
Q1 2025 8$404.2MAMZN, LPX, ENSG, TDG, FERG
Q4 2024 9$474.0MAMZN, LPX, TDG, FERG, GOOG
Q3 2024 9$541.8MAMZN, LPX, TDG, ESGR, FERGUSON ENTERPRISES INC
Q2 2024 8$444.8MAMZN, WDAY, FERG, ESGR, GOOG
Q1 2024 10$519.1MAMZN, GOOG, WDAY, FERG, ESGR