Crescent Park Management, L.P. Top Holdings and 13F Report (2024) About Crescent Park Management, L.P.Investment ActivityCrescent Park Management, L.P. has $251.21 million in total holdings as of December 31, 2023.Crescent Park Management, L.P. owns shares of 34 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 37.79% of the portfolio was purchased this quarter.About 13.79% of the portfolio was sold this quarter.This quarter, Crescent Park Management, L.P. has purchased 28 new stocks and bought additional shares in 8 stocks.Crescent Park Management, L.P. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Broadcom $43,734,443Cellebrite DI $28,963,924KKR & Co. Inc. $19,620,037SBA Communications $17,725,629GoDaddy $14,348,035 Largest New Holdings this Quarter Procore Technologies $12,137,608 HoldingCCC Intelligent Solutions $3,564,730 HoldingNVIDIA $1,528,565 HoldingTaiwan Semiconductor Manufacturing $1,489,741 HoldingRoku $1,321,482 Holding Largest Purchases this Quarter Broadcom 224,039 shares (about $38.65M)Cellebrite DI 1,667,994 shares (about $28.09M)Procore Technologies 196,656 shares (about $12.14M)Lumen Technologies 623,000 shares (about $4.42M)CCC Intelligent Solutions 322,600 shares (about $3.56M) Largest Sales this Quarter Marvell Technology 72,300 shares (about $5.21M)GoDaddy 29,212 shares (about $4.58M)Guidewire Software 23,835 shares (about $4.36M)Instructure 171,274 shares (about $4.03M)SPDR S&P 500 ETF Trust 5,300 shares (about $3.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrescent Park Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$43,734,443$38,646,728 ▲759.6%253,53317.4%Computer and TechnologyCLBTCellebrite DI$28,963,924$28,089,019 ▲3,210.5%1,719,94811.5%Business ServicesKKRKKR & Co. Inc.$19,620,037$1,090,604 ▼-5.3%150,2537.8%FinanceSBACSBA Communications$17,725,629$780,831 ▼-4.2%73,6427.1%FinanceGDDYGoDaddy$14,348,035$4,579,857 ▼-24.2%91,5175.7%Computer and TechnologyAMZNAmazon.com$14,270,642$75,091 ▼-0.5%76,5885.7%Retail/WholesaleWIXWix.com$13,073,530$574,396 ▼-4.2%78,2055.2%Computer and TechnologyPCORProcore Technologies$12,137,608$12,137,608 ▲New Holding196,6564.8%Business ServicesINSTInstructure$11,099,374$4,033,503 ▼-26.7%471,3114.4%Business ServicesNABLN-able$9,377,615$532,678 ▼-5.4%718,0413.7%Business ServicesDOORDASH INC$8,081,944$358,538 ▲4.6%56,6243.2%CL ALUMNLumen Technologies$7,263,300$4,423,300 ▲155.8%1,023,0002.9%Business ServicesWDAYWorkday$7,016,033$166,932 ▲2.4%28,7062.8%Computer and TechnologyCCOICogent Communications$6,264,994$82,070 ▲1.3%82,5212.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,024,480$3,040,928 ▼-33.5%10,5002.4%FinanceMSFTMicrosoft$5,772,475$1,439,784 ▼-20.0%13,4152.3%Computer and TechnologyGWREGuidewire Software$4,527,948$4,360,375 ▼-49.1%24,7511.8%Computer and TechnologyCCCSCCC Intelligent Solutions$3,564,730$3,564,730 ▲New Holding322,6001.4%FinanceAPOApollo Global Management$2,436,869$2,372,415 ▼-49.3%19,5091.0%FinanceINDIindie Semiconductor$2,153,599$191,520 ▲9.8%539,7490.9%Computer and TechnologyAURAurora Innovation$1,854,1440.0%313,2000.7%Business ServicesMRVLMarvell Technology$1,613,469$5,214,277 ▼-76.4%22,3720.6%Computer and TechnologyNVDANVIDIA$1,528,565$1,528,565 ▲New Holding12,5870.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,489,741$1,489,741 ▲New Holding8,5780.6%Computer and TechnologyROKURoku$1,321,482$1,321,482 ▲New Holding17,7000.5%Consumer DiscretionarySATSEchoStar$1,303,050$62,050 ▼-4.5%52,5000.5%Computer and TechnologyAMC ENTMT HLDGS INC$1,086,540$399,490 ▲58.1%238,8000.4%CL A NEWOUSTOuster$822,780$822,780 ▲New Holding130,6000.3%Computer and TechnologyRIVNRivian Automotive$724,812$724,812 ▲New Holding64,6000.3%Auto/Tires/TrucksCHPTChargePoint$582,524$582,524 ▲New Holding425,2000.2%Auto/Tires/TrucksFUBOFuboTV$568,0000.0%400,0000.2%Consumer DiscretionaryBLNKBlink Charging$400,244$400,244 ▲New Holding232,7000.2%Computer and TechnologyLCIDLucid Group$353,0000.0%100,0000.1%Auto/Tires/TrucksLAZRLuminar Technologies$100,4960.0%111,7000.0%Auto/Tires/TrucksLSXMKThe Liberty SiriusXM Group$0$5,349,601 ▼-100.0%00.0%Consumer DiscretionaryGMEGameStop$0$1,032,042 ▼-100.0%00.0%Consumer DiscretionaryCLBTWCellebrite DI$0$93,925 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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