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Crawford Fund Management, LLC
hedge fundUpdated 27 days agoManaged by Crawford Fund Management, Llc • Latest filing Q2 2026
Portfolio value
$652.9M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
49.9%
Weight of largest holdings
Annualized return
22.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $503M |
| Q1 2024 | $417.4M |
| Q2 2024 | $396.2M |
| Q3 2024 | $466.3M |
| Q4 2024 | $577M |
| Q1 2025 | $419M |
| Q2 2025 | $536.4M |
| Q3 2025 | $624.7M |
| Q4 2025 | $759M |
| Q1 2026 | $519.7M |
| Q2 2026 | $652.9M |
Top holdings
447 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TOST TOAST INC | $9.5M | 341.3K | 1.45% | — |
| 2 | U UBER UBER TECHNOLOGIES INC | $9.4M | 130.5K | 1.44% | — |
| 3 | T TPL TEXAS PACIFIC LAND CORPORATI | $9.3M | 21.3K | 1.43% | — |
| 4 | B BE BLOOM ENERGY CORP | $8.9M | 29.4K | 1.36% | — |
| 5 | C CROX CROCS INC | $8.5M | 70.4K | 1.30% | — |
| 6 | C CQP CHENIERE ENERGY INC | $8.3M | 34.8K | 1.27% | — |
| 7 | S SNOW SNOWFLAKE INC | $8.2M | 32.1K | 1.25% | — |
| 8 | T TOST TOAST INC | $8.1M | 290.2K | 1.24% | — |
| 9 | T TPL TEXAS PACIFIC LAND CORPORATI | $8M | 18.3K | 1.23% | — |
| 10 | U UBER UBER TECHNOLOGIES INC | $7.8M | 108.1K | 1.20% | — |
| 11 | M MORN MORNINGSTAR INC | $7.5M | 48.1K | 1.15% | — |
| 12 | I IONQ-WT IONQ INC | $7.5M | 140.6K | 1.15% | — |
| 13 | C CROX CROCS INC | $7.2M | 59.6K | 1.10% | — |
| 14 | C CUBB CUSTOMERS BANCORP INC | $7.1M | 89.3K | 1.08% | — |
| 15 | C CQP CHENIERE ENERGY INC | $7.1M | 29.5K | 1.08% | — |
| 16 | M MORN MORNINGSTAR INC | $6.4M | 41.0K | 0.98% | — |
| 17 | N NTB BANK OF N T BUTTERFIELD & SO | $6.2M | 103.4K | 0.94% | — |
| 18 | K KNSL KINSALE CAP GROUP INC | $6.1M | 18.4K | 0.93% | — |
| 19 | C CUBB CUSTOMERS BANCORP INC | $6M | 76.0K | 0.92% | — |
| 20 | X XPEL XPEL INC | $5.8M | 117.6K | 0.89% | — |