Crestwood Capital Management, L.P.
15 holdingsFiling period: 2026-03-31Current AUM: $164.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | VIKING HOLDINGS LTD | 311.5K | $22.9M | $22.9M | 13.93% | -20,000 | 2026-03-31 |
| 2 | IBN | ICICI BANK LIMITED | 708.9K | $18.4M | $21.3M | 12.94% | +30.0K | 2026-03-31 |
| 3 | BROS | DUTCH BROS INC | 315.4K | $16.0M | $20.8M | 12.63% | +30.0K | 2026-03-31 |
| 4 | SONO | SONOS INC | 1.17M | $15.7M | $17.2M | 10.44% | +220.0K | 2026-03-31 |
| 5 | REAL | THE REALREAL INC | 1.42M | $12.9M | $17.1M | 10.43% | +75.0K | 2026-03-31 |
| 6 | NFLX | NETFLIX INC. | 125.0K | $12.0M | $9.0M | 5.45% | -15,000 | 2026-03-31 |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | 87.5K | $10.0M | $10.1M | 6.13% | -- | 2026-03-31 |
| 8 | DV | DOUBLEVERIFY HLDGS INC | 979.2K | $9.3M | $11.0M | 6.70% | -160,000 | 2026-03-31 |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | 280.0K | $8.2M | $9.3M | 5.67% | -- | 2026-03-31 |
| 10 | — | BIRKENSTOCK HOLDING PLC | 183.3K | $6.6M | $6.6M | 4.00% | +50.0K | 2026-03-31 |
| 11 | — | FTAI AVIATION LTD | 18.0K | $4.4M | $4.4M | 2.68% | -- | 2026-03-31 |
| 12 | CART | MAPLEBEAR INC | 88.0K | $3.3M | $3.9M | 2.39% | -201,879 | 2026-03-31 |
| 13 | ALAB | ASTERA LABS INC | 20.9K | $2.3M | $6.5M | 3.96% | -- | 2026-03-31 |
| 14 | TOST | TOAST INC | 75.0K | $2.0M | $2.4M | 1.47% | -- | 2026-03-31 |
| 15 | DT | DYNATRACE INC | 43.8K | $1.6M | $1.9M | 1.18% | -- | 2026-03-31 |
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