Stock Taper 
CROW'S NEST HOLDINGS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 8.35K | $16.61M |
 TransDigm Group Incorporated | TDG | 13.2K | $17.58M |
 Meta Platforms, Inc. | META | 42.25K | $23.8M |
 Ferguson plc | FERG | 76K | $18.04M |
 Alphabet Inc. | GOOG | 84.5K | $29.86M |
 Amazon.com, Inc. | AMZN | 175K | $41.71M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 185K | $88.35M |
 Sunbelt Rentals Holdings Inc | SUNB | 225K | $16.83M |
 The Ensign Group, Inc. | ENSG | 230K | $36.87M |
 Louisiana-Pacific Corporation | LPX | 320K | $25.17M |