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Crawford Fund Management, LLC

报告期 2026-03-31 · CIK 0001816427

持仓数

183

前50大市值合计

$397.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

UBER UBER TECHNOLOGIES INC

COM

$21.1M

293,264

5.3%

ROKU ROKU INC

COM CL A

$19.2M

202,800

4.8%

MORN MORNINGSTAR INC

COM

$15.1M

89,200

3.8%

WT WISDOMTREE INC

COM

$14.9M

1,025,834

3.8%

BAH BOOZ ALLEN HAMILTON HLDG COR

CL A

$14.8M

189,911

3.7%

XPEL XPEL INC

COM

$14.7M

332,051

3.7%

CROX CROCS INC

COM

$14.7M

176,513

3.7%

CUBI CUSTOMERS BANCORP INC

COM

$14.1M

203,750

3.6%

TOST TOAST INC

CL A

$13.9M

523,836

3.5%

LNG CHENIERE ENERGY INC

COM NEW

$13.1M

46,045

3.3%

— SEABRIDGE GOLD INC

COM

$12.3M

434,743

3.1%

NXST NEXSTAR MEDIA GROUP INC

COMMON STOCK

$11.2M

61,893

2.8%

— BANK OF N T BUTTERFIELD & SO

SHS NEW

$10.9M

207,404

2.7%

GRBK GREEN BRICK PARTNERS INC

COM

$10.1M

156,700

2.5%

kspi us equity KASPI KZ JSC

SPONSORED ADS

$10.0M

135,429

2.5%

CDW CDW CORP

COM

$10.0M

82,452

2.5%

HBCP HOMEBANCORP INC

COM

$9.8M

161,459

2.5%

SAM BOSTON BEER INC

CL A

$9.1M

39,381

2.3%

UTHR UNITED THERAPEUTICS CORP DEL

COM

$8.8M

14,868

2.2%

ABNB AIRBNB INC

COM CL A

$8.5M

67,192

2.1%

BE BLOOM ENERGY CORP

COM CL A · 认沽

$8.3M

61,000

2.1%

CHE CHEMED CORP NEW

COM

$8.1M

21,325

2.0%

MRNA MODERNA INC

COM · 认沽

$8.0M

158,200

2.0%

UNH UNITEDHEALTH GROUP INC

COM · 认沽

$7.3M

27,000

1.8%

HLI HOULIHAN LOKEY INC

CL A

$7.3M

50,531

1.8%

KNSL KINSALE CAP GROUP INC

COM

$7.2M

20,970

1.8%

SNOW SNOWFLAKE INC

COM SHS · 认沽

$7.1M

47,200

1.8%

HROW HARROW INC

COM

$6.8M

193,300

1.7%

NNI NELNET INC

CL A

$6.1M

46,955

1.5%

IONQ IONQ INC

COM · 认沽

$5.9M

205,500

1.5%

ALK ALASKA AIR GROUP INC

COM · 认沽

$5.2M

141,000

1.3%

RIVN RIVIAN AUTOMOTIVE INC

COM CL A · 认沽

$4.7M

311,900

1.2%

— STELLANTIS N.V

SHS · 认沽

$4.5M

632,000

1.1%

ASTS AST SPACEMOBILE INC

COM CL A · 认沽

$4.5M

54,000

1.1%

OWL BLUE OWL CAPITAL INC

COM CL A · 认沽

$4.3M

471,000

1.1%

HIFS HINGHAM INSTN SVGS MASS

COM

$4.2M

14,659

1.1%

VCEL VERICEL CORP

COM

$4.2M

129,988

1.1%

CRWV COREWEAVE INC

COM CL A · 认沽

$4.1M

52,500

1.0%

TEM TEMPUS AI INC

CL A · 认沽

$3.9M

85,500

1.0%

RH RH

COM · 认沽

$3.0M

21,700

0.8%

BKSY BLACKSKY TECHNOLOGY INC

CL A NEW · 认沽

$2.9M

115,000

0.7%

ACHR ARCHER AVIATION INC

COM CL A · 认沽

$2.9M

556,000

0.7%

U UNITY SOFTWARE INC

COM · 认沽

$2.8M

126,300

0.7%

BA BOEING CO

COM · 认沽

$2.7M

13,800

0.7%

JBLU JETBLUE AIRWAYS CORP

COM · 认沽

$2.7M

614,000

0.7%

PII POLARIS INC

COM · 认沽

$2.6M

47,500

0.7%

RGTI RIGETTI COMPUTING INC

COMMON STOCK · 认沽

$2.6M

184,000

0.7%

CNK CINEMARK HLDGS INC

COM · 认沽

$2.6M

90,000

0.6%

KSS KOHLS CORP

COM · 认沽

$2.3M

181,000

0.6%

SMR NUSCALE PWR CORP

CL A COM · 认沽

$2.3M

209,000

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

25%前 6 大占比

UBER5.3%ROKU4.8%MORN3.8%WT3.8%BAH3.7%XPEL3.7%

Crawford Fund Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心