13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-040928
Total Value
$393.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 670,000 | $85.2M | 21.66% |
| 2 | ALPHABET INC | GOOG | 520,000 | $68.6M | 17.44% |
| 3 | WORKDAY INC | WDAY | 285,000 | $61.2M | 15.57% |
| 4 | TRANSDIGM GROUP INC | TDG | 71,335 | $60.1M | 15.30% |
| 5 | FERGUSON PLC NEW | G3421J106 | 279,500 | $46.0M | 11.69% |
| 6 | CREDIT ACCEP CORP MICH | 225310101 | 66,000 | $30.4M | 7.72% |
| 7 | MISTER CAR WASH INC | MCW | 4,706,206 | $25.9M | 6.59% |
| 8 | DOCEBO INC | DCBO | 355,926 | $14.4M | 3.67% |
| 9 | VAPOTHERM INC | 922107305 | 561,001 | $1.4M | 0.36% |