Crow'S Nest Holdings LP - Q12026 Holdings

Crow'S Nest Holdings LP holds 11 stocks with a total portfolio value of $ 427.74M as of Q12026. In Q12026, Crow'S Nest Holdings LP added 2 new positions, increased stakes in 3 stocks, reduced 6 holdings, and fully exited 0 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 17.78% of the total portfolio.