Institutions / Crestwood Capital Management, L.P.
Crestwood Capital Management, L.P.
CIK 1468395 · Institution · as of Dec 31, 2025
Portfolio value
$157.98M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Viking Holdings Ltd | $23.67M | 15.0% |
| TheRealReal, Inc. | $21.19M | 13.4% |
| Icici Bank LtdIBN | $20.23M | 12.8% |
| Dutch Bros Inc. | $17.47M | 11.1% |
| Sonos Inc | $16.68M | 10.6% |
| Netflix Inc | $13.12M | 8.3% |
| Maplebear Inc | $13.04M | 8.3% |
| DoubleVerify Holdings, Inc. | $13.03M | 8.2% |
| Akamai Technologies Inc | $7.63M | 4.8% |
| Birkenstock Holding plc | $5.45M | 3.5% |
| Astera Labs, Inc. | $3.48M | 2.2% |
| Advanced Micro Devices Inc | $2.64M | 1.7% |
| Accelerant Holdings | $327.0K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.