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Cromwell Holdings LLC

Q1 2025 Holdings

Filed 2025-05-01 | 1090 holdings | $155.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
American Homes 4 Rent CL A(AMH)Common Stock02665T306$907240.0%
US Foods Holding Corp COM(USFD)Common Stock912008109$916140.0%
Gaming and Leisure Properties Inc COM(GLPI)Common Stock36467J108$916180.0%
TechnipFMC PLC COM(FTI)Common StockG87110105$919290.0%
Aecom COM(ACM)Common Stock00766T100$927100.0%
Dynatrace Inc COM New(DT)Common Stock268150109$943200.0%
Performance Food Group Co. COM(PFGC)Common Stock71377A103$944120.0%
Illumina Inc COM(ILMN)Common Stock452327109$952120.0%
Align Technology Inc. COM(ALGN)Common Stock016255101$95360.0%
Docusign Inc COM(DOCU)Common Stock256163106$977120.0%
Biomarin Pharmaceutical Inc. COM(BMRN)Common Stock09061G101$990140.0%
Jones Lang LaSalle Incorporated COM(JLL)Common Stock48020Q107$99240.0%
Builders Firstsource, Inc. COM(BLDR)Common Stock12008R107$1.0K80.0%
Graco Inc COM(GGG)Common Stock384109104$1.0K120.0%
SS&C Technologies Holdings Inc. COM(SSNC)Common Stock78467J100$1.0K120.0%
RB Global Inc COM(RBA)Common Stock74935Q107$1.0K100.0%
Deckers Outdoor Corp. COM(DECK)Common Stock243537107$1.0K90.0%
Watsco Inc COM(WSO)Common Stock942622200$1.0K20.0%
BJ Wholesale Club Holdings Inc COM(BJ)Common Stock05550J101$1.0K90.0%
Zoom Communications Inc. CL A(ZM)Common Stock98980L101$1.0K140.0%
Fidelity National Financial, Inc. FNF Group COM(FNF)Common Stock31620R303$1.0K160.0%
Booz Allen Hamilton Holding Corp. CL A(BAH)Common Stock099502106$1.0K100.0%
Heico Corp COM(HEI)Common Stock422806109$1.1K40.0%
Liberty Media Corp Del COM Lbty One S C(FWONK)Common Stock531229755$1.1K120.0%
The Trade Desk Inc COM CL A(TTD)Common Stock88339J105$1.1K200.0%
Price T Rowe Group Inc. COM(TROW)Common Stock74144T108$1.1K120.0%
Vertiv Holdings Co COM CL A(VRT)Common Stock92537N108$1.2K160.0%
The Cooper Companies, Inc. COM(COO)Common Stock216648501$1.2K140.0%
Coupang Inc. CL A(CPNG)Common Stock22266T109$1.2K540.0%
Robinhood Markets Inc COM CL A(HOOD)Common Stock770700102$1.2K300.0%
Carvana Co CL A(CVNA)Common Stock146869102$1.3K60.0%
Heico Corp CL A(HEI/A)Common Stock422806208$1.3K60.0%
Curtiss-Wright Corp. COM(CW)Common Stock231561101$1.3K40.0%
Roblox Corporation CL A(RBLX)Common Stock771049103$1.3K220.0%
Comfort Systems USA Inc. COM(FIX)Common Stock199908104$1.3K40.0%
Casey'S General Stores Inc. COM(CASY)Common Stock147528103$1.3K30.0%
Interactive Brokers Group Inc COM CL A(IBKR)Common Stock45841N107$1.3K80.0%
Carlisle Companies Inc. COM(CSL)Common Stock142339100$1.4K40.0%
Biogen Inc COM(BIIB)Common Stock09062X103$1.4K100.0%
Datadog Inc CL A COM(DDOG)Common Stock23804L103$1.4K140.0%
Veeva Systems Inc CL A COM(VEEV)Common Stock922475108$1.4K60.0%
Burlington Stores Inc. COM(BURL)Common Stock122017106$1.4K60.0%
Godaddy Inc CL A(GDDY)Common Stock380237107$1.4K80.0%
Emcor Group Inc COM(EME)Common Stock29084Q100$1.5K40.0%
Expand Energy Corp. COM(EXE)Common Stock165167735$1.6K140.0%
Cloudflare Inc CL A COM(NET)Common Stock18915M107$1.6K140.0%
Nu Holdings Ltd. ORD SHS CL A(NU)Common StockG6683N103$1.6K1560.0%
Alnylam Pharmaceuticals Inc. COM(ALNY)Common Stock02043Q107$1.6K60.0%
LPL Financial Holdings Inc. COM(LPLA)Common Stock50212V100$1.6K50.0%
Coinbase Global Inc COM CL A(COIN)Common Stock19260Q107$1.7K100.0%
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