Crestwood Capital Management, L.P. Top Holdings and 13F Report (2025) About Crestwood Capital Management, L.P.Investment ActivityCrestwood Capital Management, L.P. has $135.98 million in total holdings as of December 31, 2024.Crestwood Capital Management, L.P. owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.56% of the portfolio was purchased this quarter.About 20.60% of the portfolio was sold this quarter.This quarter, Crestwood Capital Management, L.P. has purchased 16 new stocks and bought additional shares in 3 stocks.Crestwood Capital Management, L.P. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings ICICI Bank $18,002,534MAPLEBEAR INC $17,066,738Dutch Bros $16,519,552VIKING HOLDINGS LTD $15,708,359Netflix $14,258,446 Largest New Holdings this Quarter Braze $3,559,800 Holding Largest Purchases this Quarter Sonos 250,000 shares (about $3.76M)Braze 85,000 shares (about $3.56M)BIRKENSTOCK HOLDING PLC 30,000 shares (about $1.70M)ICICI Bank 42,000 shares (about $1.25M) Largest Sales this Quarter VIKING HOLDINGS LTD 115,000 shares (about $5.07M)H World Group 140,000 shares (about $4.62M)Dutch Bros 30,000 shares (about $1.57M)MAPLEBEAR INC 35,000 shares (about $1.45M)DoubleVerify 50,000 shares (about $960.50K) 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$18,002,534$1,254,120 ▲7.5%602,89813.2%FinanceMAPLEBEAR INC$17,066,738$1,449,700 ▼-7.8%412,04112.6%COMBROSDutch Bros$16,519,552$1,571,400 ▼-8.7%315,37912.1%Retail/WholesaleVIKING HOLDINGS LTD$15,708,359$5,066,900 ▼-24.4%356,52211.6%ORD SHSNFLXNetflix$14,258,4460.0%15,99710.5%Consumer DiscretionaryREALRealReal$13,044,9660.0%1,193,5019.6%Consumer DiscretionaryBIRKENSTOCK HOLDING PLC$10,077,151$1,699,800 ▲20.3%177,8537.4%COM SHSAMDAdvanced Micro Devices$6,440,2810.0%53,3184.7%Computer and TechnologyDVDoubleVerify$6,227,056$960,500 ▼-13.4%324,1574.6%Computer and TechnologySONOSonos$4,888,000$3,760,000 ▲333.3%325,0003.6%Consumer DiscretionaryBRZEBraze$3,559,800$3,559,800 ▲New Holding85,0002.6%Computer and TechnologyJAMFJamf$2,810,0000.0%200,0002.1%Business ServicesASTERA LABS INC$2,770,8540.0%20,9202.0%COMHTHTH World Group$2,708,064$4,624,201 ▼-63.1%81,9882.0%Consumer DiscretionaryFIVEFive Below$1,899,9860.0%18,1021.4%Retail/WholesalePGNYProgyny$0$7,308,718 ▼-100.0%00.0%MedicalIASIntegral Ad Science$0$7,034,478 ▼-100.0%00.0%Business ServicesShowing 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.
