Hedge Fund - Crow's Nest Holdings
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TSM | 225,000 | $76,038,750 | NEW | 17.78% | ||
| 2. | ENSG | 307,708 | $62,003,162 | NEW | 14.5% | ||
| 3. | AMZN | 270,000 | $56,232,900 | NEW | 13.15% | ||
| 4. | LPX | 570,000 | $41,467,500 | NEW | 9.69% | ||
| 5. | GOOGL | 128,333 | $36,813,604 | +30% | 8.61% |
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