Crow's Nest Holdings LP
RICHMOND VA · SEC CIK 0001898772
$4.28亿2026Q1 申报市值
11持仓数
95.5%前十大占比 · 第一大 17.8%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$2,425.47万
MEDP 新建仓+$1,920.76万
GOOG 加仓+$835.71万
META 加仓+$738.05万
TBBB 加仓+$176.85万
2026Q1 卖出最多 按季末市值估算
FERG 减仓-$1,726.12万
ENSG 减仓-$1,557.43万
LPX 减仓-$1,382.25万
AMZN 减仓-$1,249.62万
TDG 减仓-$702.10万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MEDP | MEDPACE HLDGS INC | $1,920.76万 | 4.49% | 40,000 | 40,000 | — | $1,920.76万 | 新建仓 |
| TBBB | BBB FOODS INC | $1,945.35万 | 4.55% | 550,000 | 50,000 | 10.0% | $176.85万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2,425.47万 | 5.67% | 372,633 | 372,633 | — | $2,425.47万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $2,742.91万 | 6.41% | 23,667 | -6,058 | -20.4% | -$702.10万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,822.45万 | 6.60% | 121,000 | -74,000 | -37.9% | -$1,726.12万 | 减仓 |
| META | META PLATFORMS INC | $3,661.63万 | 8.56% | 64,000 | 12,900 | 25.2% | $738.05万 | 加仓 |
| GOOG | ALPHABET INC | $3,681.36万 | 8.61% | 128,333 | 29,133 | 29.4% | $835.71万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,146.75万 | 9.69% | 570,000 | -190,000 | -25.0% | -$1,382.25万 | 减仓 |
| AMZN | AMAZON COM INC | $5,623.29万 | 13.15% | 270,000 | -60,000 | -18.2% | -$1,249.62万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $6,200.32万 | 14.50% | 307,708 | -77,292 | -20.1% | -$1,557.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,603.88万 | 17.78% | 225,000 | -5,500 | -2.4% | -$185.87万 | 减仓 |