13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004617
Total Value
$301.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 826,300 | $69.4M | 23.03% |
| 2 | WORKDAY INC | WDAY | 378,700 | $63.4M | 21.02% |
| 3 | TRANSDIGM GROUP INC | TDG | 86,395 | $54.4M | 18.05% |
| 4 | FERGUSON PLC NEW | G3421J106 | 279,500 | $35.5M | 11.77% |
| 5 | ALPHABET INC | GOOG | 360,150 | $32.0M | 10.60% |
| 6 | MISTER CAR WASH INC | MCW | 3,411,271 | $31.5M | 10.44% |
| 7 | DOCEBO INC | DCBO | 330,179 | $10.9M | 3.63% |
| 8 | VAPOTHERM INC | 922107107 | 1,630,876 | $4.4M | 1.46% |