Filed: 2/17/2026ACC: 0001816427-26-000003
📋 What this filing means
CRAWFORD FUND MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $758.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$758.96M
Total AUM (reported)
26.16M
Total Shares
Allocation by class
COM$367.13M48.4%
CL A$114.22M15.0%
COM CL A$91.65M12.1%
COM NEW$47.16M6.2%
COMMON STOCK$32.91M4.3%
COM SHS$19.05M2.5%
SPONSORED ADS$18.69M2.5%
Portfolio Concentration
Top 3$74.72M9.8%
4–10$122.62M16.2%
11–25$175.25M23.1%
Rest$386.37M50.9%
Top 3 weight
9.8%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 26.16M
Sole
Full voting authority
5.51M
shares
% of voting shares21.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.65M
shares
% of voting shares78.9%
Investment Discretion (by position count)
Sole190
Shared0
Other1
Dominant voting typeNone · 78.9% of voting shares
Institutional Holdings191
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares180.90K
TypeSH
Market value$32.15M
4.24%
Sole
0.00
Shared
0.00
None
180.90K
BOEING CO
SOLEShares106.20K
TypeSH
Market value$23.06M
3.04%
Sole
0.00
Shared
0.00
None
106.20K
BLOOM ENERGY CORP
SOLEShares224.50K
TypeSH
Market value$19.51M
2.57%
Sole
0.00
Shared
0.00
None
224.50K
IONQ INC
SOLEShares421K
TypeSH
Market value$18.89M
2.49%
Sole
0.00
Shared
0.00
None
421K
NEXSTAR MEDIA GROUP INC
SOLEShares90.59K
TypeSH
Market value$18.39M
2.42%
Sole
90.59K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares224.56K
TypeSH
Market value$18.35M
2.42%
Sole
224.56K
Shared
0.00
None
0.00
XPEL INC
SOLEShares364.25K
TypeSH
Market value$18.18M
2.40%
Sole
364.25K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares85.17K
TypeSH
Market value$16.56M
2.18%
Sole
85.17K
Shared
0.00
None
0.00
GRUPO CIBEST SA
SOLEShares256.60K
TypeSH
Market value$16.32M
2.15%
Sole
256.60K
Shared
0.00
None
0.00
YELP INC
SOLEShares523.96K
TypeSH
Market value$15.92M
2.10%
Sole
523.96K
Shared
0.00
None
0.00
WISDOMTREE INC
SOLEShares1.24M
TypeSH
Market value$15.13M
1.99%
Sole
1.24M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares202.10K
TypeSH
Market value$15.04M
1.98%
Sole
0.00
Shared
0.00
None
202.10K
CUSTOMERS BANCORP INC
SOLEShares183.85K
TypeSH
Market value$13.44M
1.77%
Sole
183.85K
Shared
0.00
None
0.00
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares154.61K
TypeSH
Market value$13.04M
1.72%
Sole
154.61K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares389K
TypeSH
Market value$12.39M
1.63%
Sole
367K
Shared
0.00
None
22K
SEABRIDGE GOLD INC
SOLEShares405.74K
TypeSH
Market value$12.01M
1.58%
Sole
405.74K
Shared
0.00
None
0.00
BOSTON BEER INC
SOLEShares61.48K
TypeSH
Market value$12.00M
1.58%
Sole
61.48K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares41.69K
TypeSH
Market value$11.97M
1.58%
Sole
41.69K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares52.40K
TypeSH
Market value$11.49M
1.51%
Sole
0.00
Shared
0.00
None
52.40K
RIVIAN AUTOMOTIVE INC
SOLEShares550K
TypeSH
Market value$10.84M
1.43%
Sole
0.00
Shared
0.00
None
550K
BANK OF NT BUTTERFIELD&SON L
SOLEShares201.50K
TypeSH
Market value$10.04M
1.32%
Sole
201.50K
Shared
0.00
None
0.00
HOME BANCORP INC
SOLEShares170.45K
TypeSH
Market value$9.85M
1.30%
Sole
170.45K
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares134K
TypeSH
Market value$9.73M
1.28%
Sole
0.00
Shared
0.00
None
134K
UNITEDHEALTH GROUP INC
SOLEShares28K
TypeSH
Market value$9.24M
1.22%
Sole
0.00
Shared
0.00
None
28K
TOAST INC
SOLEShares253.94K
TypeSH
Market value$9.02M
1.19%
Sole
253.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 180.90K | SH | $32.15M 4.24% | 0.00 | 0.00 | 180.90K |
BOEING COSOLE | COM | 106.20K | SH | $23.06M 3.04% | 0.00 | 0.00 | 106.20K |
BLOOM ENERGY CORPSOLE | COM CL A | 224.50K | SH | $19.51M 2.57% | 0.00 | 0.00 | 224.50K |
IONQ INCSOLE | COM | 421K | SH | $18.89M 2.49% | 0.00 | 0.00 | 421K |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 90.59K | SH | $18.39M 2.42% | 90.59K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 224.56K | SH | $18.35M 2.42% | 224.56K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 364.25K | SH | $18.18M 2.40% | 364.25K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 85.17K | SH | $16.56M 2.18% | 85.17K | 0.00 | 0.00 |
GRUPO CIBEST SASOLE | SPON ADS | 256.60K | SH | $16.32M 2.15% | 256.60K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 523.96K | SH | $15.92M 2.10% | 523.96K | 0.00 | 0.00 |
WISDOMTREE INCSOLE | COM | 1.24M | SH | $15.13M 1.99% | 1.24M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 202.10K | SH | $15.04M 1.98% | 0.00 | 0.00 | 202.10K |
CUSTOMERS BANCORP INCSOLE | COM | 183.85K | SH | $13.44M 1.77% | 183.85K | 0.00 | 0.00 |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 154.61K | SH | $13.04M 1.72% | 154.61K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 389K | SH | $12.39M 1.63% | 367K | 0.00 | 22K |
SEABRIDGE GOLD INCSOLE | COM | 405.74K | SH | $12.01M 1.58% | 405.74K | 0.00 | 0.00 |
BOSTON BEER INCSOLE | CL A | 61.48K | SH | $12.00M 1.58% | 61.48K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 41.69K | SH | $11.97M 1.58% | 41.69K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 52.40K | SH | $11.49M 1.51% | 0.00 | 0.00 | 52.40K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 550K | SH | $10.84M 1.43% | 0.00 | 0.00 | 550K |
BANK OF NT BUTTERFIELD&SON LSOLE | SHS NEW | 201.50K | SH | $10.04M 1.32% | 201.50K | 0.00 | 0.00 |
HOME BANCORP INCSOLE | COM | 170.45K | SH | $9.85M 1.30% | 170.45K | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 134K | SH | $9.73M 1.28% | 0.00 | 0.00 | 134K |
UNITEDHEALTH GROUP INCSOLE | COM | 28K | SH | $9.24M 1.22% | 0.00 | 0.00 | 28K |
TOAST INCSOLE | CL A | 253.94K | SH | $9.02M 1.19% | 253.94K | 0.00 | 0.00 |
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