Crestwood Capital Management, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$145.5M
Q ending 2026-03-31
Prior quarter
$158.0M
Q ending 2025-12-31
Change
-7.9% QoQ · +11.7% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Viking Holdings Ltd | Shares | $22.9M | 312K | |
| Icici Bank Limited | IBN | Shares | $18.4M | 709K |
| Dutch Bros Inc | BROS | Shares | $16.0M | 315K |
| Sonos Inc | SONO | Shares | $15.7M | 1.2M |
| The Realreal Inc | REAL | Shares | $12.9M | 1.4M |
| Netflix Inc. | NFLX | Shares | $12.0M | 125K |
| Akamai Technologies Inc | AKAM | Shares | $10.0M | 88K |
| Doubleverify Hldgs Inc | DV | Shares | $9.3M | 979K |
| Forgent Power Solutions Inc | FPS | Shares | $8.2M | 280K |
| Birkenstock Holding Plc | Shares | $6.6M | 183K | |
| Ftai Aviation Ltd | Shares | $4.4M | 18K | |
| Maplebear Inc | CART | Shares | $3.3M | 88K |
| Astera Labs Inc | ALAB | Shares | $2.3M | 21K |
| Toast Inc | TOST | Shares | $2.0M | 75K |
| Dynatrace Inc | DT | Shares | $1.6M | 44K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.