13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028237
Total Value
$421.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 677,000 | $88.3M | 20.92% |
| 2 | WORKDAY INC | WDAY | 325,200 | $73.5M | 17.41% |
| 3 | TRANSDIGM GROUP INC | TDG | 75,000 | $67.1M | 15.90% |
| 4 | ALPHABET INC | GOOG | 539,650 | $65.3M | 15.47% |
| 5 | FERGUSON PLC NEW | G3421J106 | 279,500 | $44.0M | 10.42% |
| 6 | MISTER CAR WASH INC | MCW | 4,500,000 | $43.4M | 10.29% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 48,000 | $24.4M | 5.78% |
| 8 | DOCEBO INC | DCBO | 355,926 | $14.0M | 3.33% |
| 9 | VAPOTHERM INC | 922107107 | 4,488,018 | $2.0M | 0.48% |