Crawford Fund Management, LLC
Crawford Fund Management, LLC reported 32 US-listed holdings worth $326.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Toast, Inc. (6.6%), Uber Technologies, Inc. (6.6%) and Texas Pacific Land Corp. (6.5%). Against the quarter before, it opened 5 positions, added to 12, trimmed 14 and sold out of 4.
Reported holdings$326.0M+6.3% on Q1 2026
Positions32+1 on Q1 2026
The largest ten54.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +24.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 5Added 12Held 1Trimmed 14Sold out 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Texas Pacific Land Corp. TPL$21.3 million
- Seabridge Gold Inc. Com SA$13.3 million
- Sprouts Farmers Market, Inc. SFM$10.4 million
- Copart Inc. CPRT$10.1 million
- Intercontinental Exchange, Inc. ICE$7.5 million
Added to 12
- Cheniere Energy, Inc. LNG+32,650 shares · +71%
- Toast, Inc. TOST+252,000 shares · +48%
- Kinsale Capital Group, Inc. KNSL+21,120 shares · +101%
- Morningstar, Inc. MORN+20,300 shares · +23%
- Royal Gold Inc. RGLD+15,140 shares · +189%
- Houlihan Lokey, Inc. HLI+17,900 shares · +35%
- Bank of NT Butterfield&son L NTB+30,200 shares · +15%
- Coursera Inc. COUR+260,000 shares · +124%
and 4 more in the table below
Trimmed 14
- Roku, Inc. ROKU-199,800 shares · -99%
- Home Bancorp Inc. HBCP-148,512 shares · -92%
- WisdomTree, Inc. WT-450,180 shares · -44%
- Green Brick Partners, Inc. GRBK-90,500 shares · -58%
- Vericel Corp. VCEL-115,200 shares · -89%
- Airbnb, Inc. ABNB-26,760 shares · -40%
- Xpel, Inc. XPEL-61,300 shares · -18%
- Harrow Inc. HROW-51,180 shares · -26%
and 6 more in the table below
Sold out of 4
- Seabridge Gold Inc. SA$12.3 million last quarter
- CDW Corp. CDW$10.0 million last quarter
- Boston Beer Co. Inc. SAM$9.1 million last quarter
- Philip Morris International Inc. PM$2.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Toast, Inc. TOST | 775.8K | $21.6 million | 6.62% | +252.0K |
| Uber Technologies, Inc. UBER | 296.3K | $21.4 million | 6.56% | +3.0K |
| Texas Pacific Land Corp. TPL | 48.8K | $21.3 million | 6.55% | new |
| Crocs, Inc. CROX | 160.0K | $19.3 million | 5.92% | -16.5K |
| Cheniere Energy, Inc. LNG | 78.7K | $18.8 million | 5.77% | +32.6K |
| Morningstar, Inc. MORN | 109.5K | $17.1 million | 5.24% | +20.3K |
| Customers Bancorp, Inc. CUBI | 203.8K | $16.1 million | 4.94% | no change |
| Bank of NT Butterfield&son L NTB | 237.6K | $14.1 million | 4.34% | +30.2K |
| Kinsale Capital Group, Inc. KNSL | 42.1K | $13.9 million | 4.26% | +21.1K |
| Xpel, Inc. XPEL | 270.8K | $13.4 million | 4.12% | -61.3K |
| Seabridge Gold Inc. Com SA | 515.2K | $13.3 million | 4.07% | new |
| Kaspi KZ JSC KSPI | 138.4K | $12.0 million | 3.68% | +3.0K |
| Sprouts Farmers Market, Inc. SFM | 122.8K | $10.4 million | 3.19% | new |
| Chemed Corp. CHE | 22.0K | $10.2 million | 3.14% | +650 |
| Copart Inc. CPRT | 360.0K | $10.1 million | 3.11% | new |
| Booz Allen Hamilton Holding Corp. BAH | 165.6K | $10.0 million | 3.08% | -24.3K |
| WisdomTree, Inc. WT | 575.7K | $9.8 million | 2.99% | -450.2K |
| Nexstar Media Group, Inc. NXST | 54.5K | $9.7 million | 2.99% | -7.3K |
| Houlihan Lokey, Inc. HLI | 68.4K | $9.2 million | 2.82% | +17.9K |
| Intercontinental Exchange, Inc. ICE | 61.2K | $7.5 million | 2.31% | new |
| United Therapeutics Corp. UTHR | 13.4K | $7.2 million | 2.22% | -1.5K |
| Harrow Inc. HROW | 142.1K | $6.0 million | 1.85% | -51.2K |
| Nelnet, Inc. NNI | 44.5K | $5.9 million | 1.82% | -2.5K |
| Airbnb, Inc. ABNB | 40.4K | $5.8 million | 1.77% | -26.8K |
| Hingham Instn Svgs Mass HIFS | 18.7K | $5.7 million | 1.76% | +4.0K |
| Green Brick Partners, Inc. GRBK | 66.2K | $5.3 million | 1.63% | -90.5K |
| Royal Gold Inc. RGLD | 23.1K | $4.6 million | 1.42% | +15.1K |
| Coursera Inc. COUR | 470.0K | $2.7 million | 0.81% | +260.0K |
| MAUI LD & Pineapple INC MLP | 77.6K | $1.4 million | 0.42% | -600 |
| Home Bancorp Inc. HBCP | 12.9K | $887,128 | 0.27% | -148.5K |
| Vericel Corp. VCEL | 14.8K | $657,918 | 0.20% | -115.2K |
| Roku, Inc. ROKU | 3.0K | $414,420 | 0.13% | -199.8K |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Bloom Energy Corp. BE | Puts | 46.4K | $14.0 million |
| Snowflake Inc. SNOW | Puts | 51.8K | $13.2 million |
| IonQ, Inc. IONQ | Puts | 221.5K | $11.8 million |
| AST SpaceMobile, Inc. ASTS | Puts | 88.0K | $7.8 million |
| Tempus AI, Inc. TEM | Puts | 130.5K | $7.6 million |
| Fuelcell Energy Inc. Com New FCEL | Puts | 191.8K | $6.9 million |
| RH RH | Puts | 41.6K | $6.9 million |
| Moderna, Inc. MRNA | Puts | 96.5K | $6.8 million |
| CoreWeave, Inc. CRWV | Puts | 67.7K | $6.7 million |
| Rivian Automotive, Inc. RIVN | Puts | 379.5K | $6.6 million |
| Oracle Corp. ORCL | Puts | 44.5K | $6.5 million |
| Alaska Air Group, Inc. ALK | Puts | 99.0K | $5.2 million |
| Alexandria Real Estate Equities, Inc. ARE | Puts | 88.0K | $4.7 million |
| Arqit Quantum Inc. ARQQ | Puts | 148.0K | $4.4 million |
| Applied Digital Corp. APLD | Puts | 115.0K | $4.3 million |
| Kohl's Corp. KSS | Puts | 236.0K | $4.2 million |
| Rigetti Computing, Inc. RGTI | Puts | 214.0K | $4.1 million |
| Cracker Barrel Old Country Store, Inc. CBRL | Puts | 77.0K | $4.1 million |
| Unity Software Inc. U | Puts | 141.3K | $4.0 million |
| Stellantis N.V. STLA | Puts | 697.0K | $4.0 million |
| C3 Ai Inc. AI | Puts | 411.0K | $3.7 million |
| Sprouts Farmers Market, Inc. SFM | Calls | 41.2K | $3.5 million |
| Viasat Inc. VSAT | Puts | 37.2K | $3.3 million |
| Blue OWL Capital Inc. OWL | Puts | 380.0K | $3.3 million |
| American Airlines Group Inc. AAL | Puts | 172.5K | $3.1 million |
| Cipher Digital Inc. CIFR | Puts | 127.0K | $3.1 million |
| Cleanspark Inc. CLSK | Puts | 208.0K | $3.0 million |
| Nuscale Power Corp. SMR | Puts | 297.0K | $3.0 million |
| Blacksky Technology Inc. BKSY | Puts | 106.0K | $3.0 million |
| Palantir Technologies Inc. PLTR | Puts | 25.3K | $3.0 million |
| Marketaxess Holdings Inc. MKTX | Calls | 25.5K | $2.9 million |
| Adobe Inc. ADBE | Calls | 14.0K | $2.9 million |
| First Watch Restaurant Group FWRG | Puts | 218.8K | $2.8 million |
| Carnival Corp. Ltd. CCL | Puts | 98.0K | $2.8 million |
| Archer Aviation Inc. ACHR | Puts | 584.0K | $2.8 million |
| Teladoc Health Inc. TDOC | Puts | 314.1K | $2.7 million |
| D-Wave Quantum Inc. QBTS | Puts | 110.0K | $2.6 million |
| Definium Therapeutics Inc. DFTX | Puts | 55.7K | $2.6 million |
| Cinemark Holdings, Inc. CNK | Puts | 82.0K | $2.6 million |
| Nano Nuclear Energy Inc. NNE | Puts | 119.0K | $2.5 million |
| UnitedHealth Group Inc. UNH | Puts | 6.0K | $2.5 million |
| Quantum Computing Inc. QUBT | Puts | 256.0K | $2.5 million |
| Teva Pharmaceutical Industries Ltd. TEVA | Puts | 73.0K | $2.5 million |
| Norwegian Cruise Line Holdings Ltd. NCLH | Puts | 117.0K | $2.5 million |
| DigitalOcean Holdings, Inc. DOCN | Puts | 15.6K | $2.4 million |
| Polaris Inc. PII | Puts | 34.5K | $2.4 million |
| Boeing Co. BA | Puts | 10.6K | $2.3 million |
| Caesars Entertainment, Inc. CZR | Puts | 76.0K | $2.3 million |
| Frontier Group Holdings Inc. ULCC | Puts | 270.0K | $2.1 million |
| Domino's Pizza, Inc. DPZ | Calls | 7.2K | $2.1 million |
| Arm Holdings plc ARM | Puts | 5.9K | $2.1 million |
| Option Care Health, Inc. OPCH | Calls | 99.0K | $2.1 million |
| JetBlue Airways Corp. JBLU | Puts | 361.0K | $2.1 million |
| Jefferies Financial Group Inc. JEF | Puts | 41.0K | $2.0 million |
| McCormick & Co. Inc. MKC | Calls | 40.0K | $2.0 million |
| Ferrari N.V. RACE | Puts | 5.3K | $2.0 million |
| Amrize Ltd. AMRZ | Calls | 36.5K | $1.9 million |
| Asp Isotopes Inc. ASPI | Puts | 310.0K | $1.9 million |
| Redwire Corp. RDW | Puts | 156.0K | $1.9 million |
| Mara Holdings, Inc. MARA | Puts | 132.0K | $1.8 million |
| FS KKR Cap Corp. FSK | Puts | 174.0K | $1.8 million |
| Jack in the Box Inc. JACK | Puts | 115.0K | $1.8 million |
| Nextera Energy Partners LP XIFR | Puts | 152.0K | $1.8 million |
| Cal-Maine Foods Inc. CALM | Calls | 21.3K | $1.7 million |
| Wendy's Co. WEN | Puts | 205.3K | $1.7 million |
| MercadoLibre, Inc. MELI | Calls | 1.0K | $1.7 million |
| Boston Beer Co. Inc. SAM | Calls | 9.2K | $1.6 million |
| Bxp, Inc. BXP | Puts | 24.5K | $1.6 million |
| SoFi Technologies, Inc. SOFI | Puts | 89.0K | $1.6 million |
| Six Flags Entertainment Corporation FUN | Puts | 72.0K | $1.5 million |
| Ally Financial Inc. ALLY | Puts | 33.0K | $1.5 million |
| Peloton Interactive, Inc. PTON | Puts | 255.0K | $1.5 million |
| 21VIANET Group Inc. VNET | Puts | 182.0K | $1.5 million |
| Nextnav Inc. NN | Puts | 80.7K | $1.4 million |
| Park Hotels & Resorts Inc. PK | Puts | 100.0K | $1.4 million |
| Callaway Golf Co. CALY | Puts | 75.0K | $1.4 million |
| Cogent Communications Holdings, Inc. CCOI | Puts | 99.1K | $1.4 million |
| Coupang, Inc. CPNG | Calls | 79.0K | $1.4 million |
| Midcap Financial Invstmnt Co. MFIC | Puts | 135.0K | $1.4 million |
| Iren Ltd. IREN | Puts | 29.5K | $1.3 million |
| Lemonade, Inc. LMND | Puts | 20.5K | $1.3 million |
| Ford Motor Co. F | Puts | 95.0K | $1.3 million |
| SentinelOne, Inc. S | Puts | 77.0K | $1.3 million |
| Atkore Inc. ATKR | Calls | 16.5K | $1.3 million |
| Quantumscape Corp. QS | Puts | 164.0K | $1.2 million |
| Sweetgreen Inc. SG | Puts | 137.9K | $1.2 million |
| Cerence Inc. CRNC | Puts | 107.0K | $1.2 million |
| lululemon athletica Inc. LULU | Calls | 10.5K | $1.2 million |
| Red Robin Gourmet Burgers in RRGB | Puts | 150.0K | $1.2 million |
| Par Technology Corp. PAR | Puts | 68.0K | $1.2 million |
| Chargepoint Holdings Inc. Com SHS CHPT | Puts | 198.5K | $1.2 million |
| Affirm Holdings, Inc. AFRM | Puts | 14.0K | $1.1 million |
| Advance Auto Parts Inc. AAP | Puts | 18.0K | $1.1 million |
| Lumen Technologies, Inc. LUMN | Puts | 145.0K | $1.1 million |
| Brookdale Senior Living Inc. BKD | Puts | 69.0K | $1.1 million |
| Ares Management Corp. ARES | Puts | 9.7K | $1.1 million |
| SL Green Realty Corp. SLG | Puts | 20.5K | $1.1 million |
| Serve Robotics Inc. SERV | Puts | 160.0K | $1.1 million |
| Medical Properties Trust Inc. MPT | Puts | 220.0K | $1.0 million |
| Evolv Technologies Hldngs in EVLV | Puts | 175.0K | $1.0 million |
The largest 100 of 171 option lines.