Crawford Fund Management, LLC
•CIK: 1816427•Filing: Q4 2025
**Crawford Fund Management, LLC** manages $729M across a diverse portfolio of 191 positions. The fund exhibits significant concentration in technology and disruptive growth names, with top holdings including PLTR at $32.2M and BA at $23.1M. Notable allocations also include BE ($19.5M), IONQ ($18.9M), and UBER ($18.3M). This positioning suggests a conviction-driven, high-conviction approach targeting secular growth trends.
Total AUM
$285.7M
+ $443.7M in options
QoQ Performance
+54.4%
Positions
30
+ 161 options
Top 10 Concentration
27.1%
Latest Filing
Q4 2025
Top Holdings Allocation
PLTR4.4%
BA3.2%
BE2.7%
IONQ2.6%
NXST2.5%
UBER2.5%
XPEL2.5%
LNG2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.0%
Consumer3.5%
Industrial3.2%
Healthcare1.4%
Technology0.4%
Financial0.4%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW28 new positions
↑68 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023