Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crawford Fund Management, LLC (CIK 1816427) reported $519.7M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UBER ($21.1M, 4.06%), ROKU ($19.2M, 3.69%), MORN ($15.1M, 2.90%), WT ($14.9M, 2.87%), BAH ($14.8M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $21.1M | 4.06% | 293,264 | Added |
| 2 | ROKU | ROKU INC | $19.2M | 3.69% | 202,800 | Added |
| 3 | MORN | MORNINGSTAR INC | $15.1M | 2.90% | 89,200 | Added |
| 4 | WT | WISDOMTREE INC | $14.9M | 2.87% | 1.0M | Trimmed |
| 5 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $14.8M | 2.85% | 189,911 | Added |
| 6 | XPEL | XPEL INC | $14.7M | 2.83% | 332,051 | Trimmed |
| 7 | CROX | CROCS INC | $14.7M | 2.82% | 176,513 | Added |
| 8 | CUBI | CUSTOMERS BANCORP INC | $14.1M | 2.72% | 203,750 | Added |
| 9 | TOST | TOAST INC | $13.9M | 2.67% | 523,836 | Added |
| 10 | LNG | CHENIERE ENERGY INC | $13.1M | 2.51% | 46,045 | Trimmed |
| 11 | SA | SEABRIDGE GOLD INC | $12.3M | 2.37% | 434,743 | Added |
| 12 | NXST | NEXSTAR MEDIA GROUP INC | $11.2M | 2.15% | 61,893 | Trimmed |
| 13 | NTB | BANK OF N T BUTTERFIELD & SO | $10.9M | 2.09% | 207,404 | Added |
| 14 | GRBK | GREEN BRICK PARTNERS INC | $10.1M | 1.94% | 156,700 | Added |
| 15 | KSPI | KASPI KZ JSC | $10.0M | 1.93% | 135,429 | Added |
| 16 | CDW | CDW CORP | $10.0M | 1.92% | 82,452 | Added |
| 17 | HBCP | HOMEBANCORP INC | $9.8M | 1.88% | 161,459 | Trimmed |
| 18 | SAM | BOSTON BEER INC | $9.1M | 1.75% | 39,381 | Trimmed |
| 19 | UTHR | UNITED THERAPEUTICS CORP DEL | $8.8M | 1.70% | 14,868 | Added |
| 20 | ABNB | AIRBNB INC | $8.5M | 1.63% | 67,192 | Added |
| 21 | BE | BLOOM ENERGY CORP | $8.3M | 1.59% | 61,000 | Trimmed |
| 22 | CHE | CHEMED CORP NEW | $8.1M | 1.55% | 21,325 | Added |
| 23 | MRNA | MODERNA INC | $8.0M | 1.55% | 158,200 | Trimmed |
| 24 | UNH | UNITEDHEALTH GROUP INC | $7.3M | 1.41% | 27,000 | Trimmed |
| 25 | HLI | HOULIHAN LOKEY INC | $7.3M | 1.40% | 50,531 | New |
Source: SEC Form 13F filings · as of 2026-03-31