Fund Name: | Crow's Nest Holdings |
Manager | John Carrington |
Portfolio Value | $448,570,995 |
Change This QTR | +1.14% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | AMZN | 550,000 | $83,567,000 | -18% | 18.62% | ||
2. | WDAY | 235,000 | $64,874,100 | -18% | 14.46% | ||
3. | GOOG | 460,000 | $64,827,800 | -12% | 14.45% | ||
4. | TDG | 55,500 | $56,143,800 | -23% | 12.51% | ||
5. | FERG | 279,500 | $53,963,065 | 12.02% |