13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-016977
Total Value
$362.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 351,700 | $72.6M | 20.05% |
| 2 | AMAZON COM INC | AMZN | 677,000 | $69.9M | 19.30% |
| 3 | ALPHABET INC | GOOG | 594,650 | $61.8M | 17.07% |
| 4 | TRANSDIGM GROUP INC | TDG | 75,345 | $55.5M | 15.33% |
| 5 | FERGUSON PLC NEW | G3421J106 | 279,500 | $37.4M | 10.32% |
| 6 | MISTER CAR WASH INC | MCW | 3,100,000 | $26.7M | 7.38% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 50,000 | $21.8M | 6.02% |
| 8 | DOCEBO INC | DCBO | 330,179 | $13.5M | 3.71% |
| 9 | VAPOTHERM INC | 922107107 | 4,488,018 | $3.0M | 0.82% |