Crestwood Capital Management, L.P. Top Holdings and 13F Report (2025) About Crestwood Capital Management, L.P.Investment ActivityCrestwood Capital Management, L.P. has $146.85 million in total holdings as of June 30, 2025.Crestwood Capital Management, L.P. owns shares of 14 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.80% of the portfolio was purchased this quarter.About 8.05% of the portfolio was sold this quarter.This quarter, Crestwood Capital Management, L.P. has purchased 15 new stocks and bought additional shares in 4 stocks.Crestwood Capital Management, L.P. sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings ICICI Bank $22,333,596Netflix $21,422,063VIKING HOLDINGS LTD $20,864,207Dutch Bros $18,485,812DoubleVerify $14,358,580 Largest New Holdings this Quarter 16935C109 - CHIME FINL INC $360,975 Holding Largest Purchases this Quarter DoubleVerify 485,000 shares (about $7.26M)RealReal 100,000 shares (about $479.00K)CHIME FINL INC 10,460 shares (about $360.98K)ICICI Bank 9,750 shares (about $327.99K)Jamf 10,000 shares (about $95.10K) Largest Sales this Quarter Advanced Micro Devices 25,000 shares (about $3.55M)VIKING HOLDINGS LTD 35,000 shares (about $1.87M)BIRKENSTOCK HOLDING PLC 37,500 shares (about $1.84M)MAPLEBEAR INC 25,000 shares (about $1.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrestwood Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBNICICI Bank$22,333,596$327,990 ▲1.5%663,90015.2%FinanceNFLXNetflix$21,422,0630.0%15,99714.6%Consumer DiscretionaryVIKING HOLDINGS LTD$20,864,207$1,865,150 ▼-8.2%391,52214.2%ORD SHSBROSDutch Bros$18,485,8120.0%270,37912.6%Retail/WholesaleDVDoubleVerify$14,358,580$7,260,450 ▲102.3%959,1579.8%Computer and TechnologyMAPLEBEAR INC$14,019,695$1,131,000 ▼-7.5%309,8969.5%COMBIRKENSTOCK HOLDING PLC$11,341,056$1,844,250 ▼-14.0%230,6037.7%COM SHSREALRealReal$7,511,108$479,000 ▲6.8%1,568,0815.1%Consumer DiscretionarySONOSonos$5,567,1500.0%515,0003.8%Consumer DiscretionaryAMDAdvanced Micro Devices$3,876,424$3,547,500 ▼-47.8%27,3182.6%Computer and TechnologyJAMFJamf$2,710,350$95,100 ▲3.6%285,0001.8%Business ServicesHTHTH World Group$2,102,6330.0%61,9881.4%Consumer DiscretionaryASTERA LABS INC$1,891,5860.0%20,9201.3%COMCHIME FINL INC$360,975$360,975 ▲New Holding10,4600.2%COM SHS CL ABRZEBraze$0$2,074,600 ▼-100.0%00.0%Computer and TechnologyFIVEFive Below$0$1,356,292 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access