Crow's Nest Holdings LP holds a concentrated book of 11 stocks worth $427.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 18% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1898772/holdings"
Use Arkolith to show Crow's Nest Holdings LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $76.0M | 225.0K | 17.8% | ▼−2.4% Reduced · −6K sh | |
| 2 | Ensign Group Inc COM | $62.0M | 307.7K | 14.5% | ▼−20% Reduced · −77K sh | |
| 3 | Amazon Com Inc COM | $56.2M | 270.0K | 13.1% | ▼−18% Reduced · −60K sh | |
| 4 | Louisiana Pac Corp COM | $41.5M | 570.0K | 9.7% | ▼−25% Reduced · −190K sh | |
| 5 | Alphabet Inc CAP STK CL C | $36.8M | 128.3K | 8.6% | ▲+29% Added · +29K sh | |
| 6 | Meta Platforms Inc CL A | $36.6M | 64.0K | 8.6% | ▲+25% Added · +13K sh | |
| 7 | Ferguson Enterprises Inc COMMON STOCK NEW | $28.2M | 121.0K | 6.6% | ▼−38% Reduced · −74K sh | |
| 8 | Transdigm Group Inc COM | $27.4M | 23.7K | 6.4% | ▼−20% Reduced · −6K sh | |
| 9 | Sunbelt Rentals Holdings Inc SHS | $24.3M | 372.6K | 5.7% | ▲New New position | |
| 10 | BBB Foods Inc CL A COM | $19.5M | 550.0K | 4.5% | ▲+10% Added · +50K sh | |
| 11 | Medpace Hldgs Inc COM | $19.2M | 40.0K | 4.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.