Crestwood Capital Management, L.P. Top Holdings and 13F Report (2026) About Crestwood Capital Management, L.P.Investment ActivityCrestwood Capital Management, L.P. has $145.52 million in total holdings as of March 31, 2026.Crestwood Capital Management, L.P. owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.44% of the portfolio was purchased this quarter.About 10.28% of the portfolio was sold this quarter.This quarter, Crestwood Capital Management, L.P. has purchased 13 new stocks and bought additional shares in 5 stocks.Crestwood Capital Management, L.P. sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings VIKING HOLDINGS LTD $22,890,637ICICI Bank $18,360,510Dutch Bros $15,977,100Sonos $15,678,000RealReal $12,876,175 Largest New Holdings this Quarter 34631F102 - FORGENT POWER SOLUTIONS INC $8,195,600 HoldingG3730V105 - FTAI AVIATION LTD $4,410,000 Holding888787108 - Toast $1,988,250 Holding268150109 - Dynatrace $1,619,798 Holding Largest Purchases this Quarter FORGENT POWER SOLUTIONS INC 280,000 shares (about $8.20M)FTAI AVIATION LTD 18,000 shares (about $4.41M)Sonos 220,000 shares (about $2.95M)Toast 75,000 shares (about $1.99M)BIRKENSTOCK HOLDING PLC 50,000 shares (about $1.79M) Largest Sales this Quarter MAPLEBEAR INC 201,879 shares (about $7.56M)DoubleVerify 160,000 shares (about $1.52M)VIKING HOLDINGS LTD 20,000 shares (about $1.47M)Netflix 15,000 shares (about $1.44M) 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 PortfolioSectorVIKING HOLDINGS LTD$22,890,637$1,469,600 â–¼-6.0%311,52215.7%ORD SHSIBNICICI Bank$18,360,510$777,000 â–²4.4%708,90012.6%FinanceBROSDutch Bros$15,977,100$1,519,800 â–²10.5%315,37911.0%Retail/WholesaleSONOSonos$15,678,000$2,948,000 â–²23.2%1,170,00010.8%Consumer DiscretionaryREALRealReal$12,876,175$681,000 â–²5.6%1,418,0818.8%Consumer DiscretionaryNFLXNetflix$12,015,866$1,442,250 â–¼-10.7%124,9708.3%Consumer DiscretionaryAKAMAkamai Technologies$10,049,3750.0%87,5006.9%Computer and TechnologyDVDoubleVerify$9,301,992$1,520,000 â–¼-14.0%979,1576.4%Computer and TechnologyFORGENT POWER SOLUTIONS INC$8,195,600$8,195,600 â–²New Holding280,0005.6%COM SHS CL ABIRKENSTOCK HOLDING PLC$6,568,786$1,791,500 â–²37.5%183,3324.5%COM SHSFTAI AVIATION LTD$4,410,000$4,410,000 â–²New Holding18,0003.0%SHSMAPLEBEAR INC$3,297,117$7,562,388 â–¼-69.6%88,0172.3%COMASTERA LABS INC$2,292,8320.0%20,9201.6%COMTOSTToast$1,988,250$1,988,250 â–²New Holding75,0001.4%Computer and TechnologyDTDynatrace$1,619,798$1,619,798 â–²New Holding43,8021.1%Computer and TechnologyAMDAdvanced Micro Devices$0$2,638,023 â–¼-100.0%00.0%Computer and TechnologyACCELERANT HOLDINGS$0$327,000 â–¼-100.0%00.0%CL AShowing 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 Email Me a Login Link 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.
