Crawford Fund Management, LLC
CIK 1816427 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- UBER6.88%
- ROKU6.26%
- MORN4.92%
- WT4.87%
- BAH4.83%
- XPEL4.79%
- CROX4.78%
- CUBI4.61%
- TOST4.53%
- LNG4.26%
Share classes counted separately50.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ROKUWeight increased · +4.07 pp2.19% → 6.26%Shares +139.74K (+221.60%)
- MORNWeight increased · +3.51 pp1.41% → 4.92%Shares +68.90K (+339.41%)
- CROXWeight increased · +2.69 pp2.09% → 4.78%Shares +100.43K (+132.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UBERUBER TECHNOLOGIES INC View history and evidence | $21.09M | 6.88% | 293.26K shares | 5.88% → 6.88%+1.00 pp +68.70K (+30.59%) | Added | ↗▾ |
| 02 | ROKUROKU INCCOM CL A View history and evidence | $19.19M | 6.26% | 202.80K shares | 2.19% → 6.26%+4.07 pp +139.74K (+221.60%) | Added | ↗▾ |
| 03 | MORNMORNINGSTAR INC View history and evidence | $15.08M | 4.92% | 89.20K shares | 1.41% → 4.92%+3.51 pp +68.90K (+339.41%) | Added | ↗▾ |
| 04 | WTWISDOMTREE INC View history and evidence | $14.94M | 4.87% | 1.03M shares | 4.85% → 4.87%+0.02 pp -215.44K (-17.36%) | Reduced | ↗▾ |
| 05 | BAHBOOZ ALLEN HAMILTON HOLDINGSCL A View history and evidence | $14.82M | 4.83% | 189.91K shares | 4.18% → 4.83%+0.65 pp +35.30K (+22.83%) | Added | ↗▾ |
| 06 | XPELXPEL INC View history and evidence | $14.70M | 4.79% | 332.05K shares | 5.83% → 4.79%-1.04 pp -32.20K (-8.84%) | Reduced | ↗▾ |
| 07 | CROXCROCS INC View history and evidence | $14.65M | 4.78% | 176.51K shares | 2.09% → 4.78%+2.69 pp +100.43K (+132.00%) | Added | ↗▾ |
| 08 | CUBICUSTOMERS BANCORP INC View history and evidence | $14.14M | 4.61% | 203.75K shares | 4.31% → 4.61%+0.30 pp +19.90K (+10.82%) | Added | ↗▾ |
| 09 | TOSTTOAST INC-CLASS ACL A View history and evidence | $13.89M | 4.53% | 523.84K shares | 2.89% → 4.53%+1.64 pp +269.90K (+106.29%) | Added | ↗▾ |
| 10 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $13.07M | 4.26% | 46.05K shares | 5.31% → 4.26%-1.05 pp -39.13K (-45.94%) | Reduced | ↗▾ |
Options overlay 152
$213.12M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | Put | 61.00K | $8.26M | -163.50K (-72.83%) | ▾ |
MRNAMODERNA INC View history and evidence | Put | 158.20K | $8.04M | -88.80K (-35.95%) | ▾ |
UNHUNITEDHEALTH GROUP INC View history and evidence | Put | 27.00K | $7.31M | -1.00K (-3.57%) | ▾ |
3 / 152 options · preview only
Exited positions 45
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CIB GRUPO CIBEST SA-ADR | Non-derivative | -256,601 | -$16.32M | SEC filing ↗ | SEC filing ↗ |
| YELP YELP INC | Non-derivative | -523,958 | -$15.92M | SEC filing ↗ | SEC filing ↗ |
| TPL TEXAS PACIFIC LAND CORP | Non-derivative | -41,687 | -$11.97M | SEC filing ↗ | SEC filing ↗ |
3 / 45 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1816427 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 519731489
}Research all 183 reported holdings.
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