Crestwood Capital Management, L.P.
16 holdingsFiling period: 2026-06-30Current AUM: $131.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Viking Holdings Ltd | 207.2K | $21.7M | $21.7M | 16.45% | -104,296 | 2026-06-30 |
| 2 | BROS | Dutch Bros Inc | 234.6K | $16.8M | $7.9M | 6.01% | -80,810 | 2026-06-30 |
| 3 | IBN | Icici Bank Limited | 560.8K | $16.3M | $19.0M | 14.41% | -148,078 | 2026-06-30 |
| 4 | REAL | The Realreal Inc | 1.30M | $15.3M | $16.7M | 12.69% | -117,677 | 2026-06-30 |
| 5 | SONO | Sonos Inc | 935.8K | $12.7M | $15.4M | 11.64% | -234,188 | 2026-06-30 |
| 6 | FPS | Forgent Power Solutions Inc | 192.9K | $10.8M | $3.8M | 2.85% | -87,134 | 2026-06-30 |
| 7 | AKAM | Akamai Technologies Inc | 90.3K | $10.7M | $7.5M | 5.69% | +2.8K | 2026-06-30 |
| 8 | ALAB | Astera Labs Inc | 19.7K | $9.5M | $3.8M | 2.85% | -1,203 | 2026-06-30 |
| 9 | VRT | Vertiv Holdings Co | 27.7K | $9.3M | $5.1M | 3.84% | -- | 2026-06-30 |
| 10 | — | Ftai Aviation Ltd | 27.5K | $7.4M | $7.4M | 5.63% | +9.5K | 2026-06-30 |
| 11 | — | Birkenstock Holding PLC | 121.7K | $5.2M | $5.2M | 3.97% | -61,674 | 2026-06-30 |
| 12 | NFLX | Netflix Inc. | 67.5K | $4.8M | $4.3M | 3.25% | -57,476 | 2026-06-30 |
| 13 | DV | Doubleverify Hldgs Inc | 370.1K | $4.0M | $5.0M | 3.80% | -609,097 | 2026-06-30 |
| 14 | DT | Dynatrace Inc | 82.9K | $3.6M | $3.6M | 2.73% | +39.1K | 2026-06-30 |
| 15 | CART | Maplebear Inc | 50.8K | $2.4M | $3.0M | 2.24% | -37,192 | 2026-06-30 |
| 16 | TOST | Toast Inc | 74.2K | $2.1M | $2.6M | 1.95% | -788 | 2026-06-30 |
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