Crawford Fund Management, LLC 13F Holdings · Q2 2026
Crawford Fund Management, LLC reported 32 securities worth $652.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TOST (3.31%), TPL (3.27%), UBER (3.27%). Among its top 25 positions this quarter: 4 new, 14 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TOST | TOAST INC | $21.6M | 3.31% | 775,836 | Added |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | $21.3M | 3.27% | 48,771 | New |
| 3 | UBER | UBER TECHNOLOGIES INC | $21.4M | 3.27% | 296,264 | Added |
| 4 | CROX | CROCS INC | $19.3M | 2.96% | 160,014 | Trimmed |
| 5 | LNG | CHENIERE ENERGY INC | $18.8M | 2.88% | 78,695 | Added |
| 6 | MORN | MORNINGSTAR INC | $17.1M | 2.62% | 109,500 | Added |
| 7 | CUBI | CUSTOMERS BANCORP INC | $16.1M | 2.47% | 203,750 | Hold |
| 8 | NTB | BANK OF N T BUTTERFIELD & SO | $14.1M | 2.17% | 237,604 | Added |
| 9 | BE | BLOOM ENERGY CORP | $14.0M | 2.15% | 46,400 | Trimmed |
| 10 | KNSL | KINSALE CAP GROUP INC | $13.9M | 2.13% | 42,090 | Added |
| 11 | SFM | SPROUTS FMRS MKT INC | $13.9M | 2.12% | 164,000 | Added |
| 12 | XPEL | XPEL INC | $13.4M | 2.06% | 270,751 | Trimmed |
| 13 | SA | SEABRIDGE GOLD INC | $13.3M | 2.03% | 515,243 | New |
| 14 | SNOW | SNOWFLAKE INC | $13.2M | 2.02% | 51,800 | Added |
| 15 | KSPI | KASPI KZ JSC | $12.0M | 1.84% | 138,429 | Added |
| 16 | IONQ | IONQ INC | $11.8M | 1.81% | 221,500 | Added |
| 17 | CHE | CHEMED CORP NEW | $10.2M | 1.57% | 21,975 | Added |
| 18 | CPRT | COPART INC | $10.1M | 1.55% | 360,000 | New |
| 19 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $10.0M | 1.54% | 165,591 | Trimmed |
| 20 | NXST | NEXSTAR MEDIA GROUP INC | $9.7M | 1.49% | 54,543 | Trimmed |
| 21 | WT | WISDOMTREE INC | $9.8M | 1.49% | 575,654 | Trimmed |
| 22 | HLI | HOULIHAN LOKEY INC | $9.2M | 1.41% | 68,431 | Added |
| 23 | ASTS | AST SPACEMOBILE INC | $7.8M | 1.20% | 88,000 | Added |
| 24 | TEM | TEMPUS AI INC | $7.6M | 1.16% | 130,500 | Added |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.5M | 1.15% | 61,200 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR