Crestwood Capital Management, L.P.
16 holdingsFiling period: 2026-06-30Current AUM: $133.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | VIKING HOLDINGS LTD | 207.2K | $21.7M | $21.7M | 16.23% | -104,296 | 2026-06-30 |
| 2 | BROS | DUTCH BROS INC | 234.6K | $16.8M | $9.8M | 7.37% | -80,810 | 2026-06-30 |
| 3 | IBN | ICICI BANK LIMITED | 560.8K | $16.3M | $15.9M | 11.92% | -148,078 | 2026-06-30 |
| 4 | REAL | THE REALREAL INC | 1.30M | $15.3M | $12.3M | 9.18% | -117,677 | 2026-06-30 |
| 5 | SONO | SONOS INC | 935.8K | $12.7M | $14.7M | 10.96% | -234,188 | 2026-06-30 |
| 6 | FPS | FORGENT POWER SOLUTIONS INC | 192.9K | $10.8M | $6.0M | 4.52% | -87,134 | 2026-06-30 |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | 90.3K | $10.7M | $9.5M | 7.12% | +2.8K | 2026-06-30 |
| 8 | ALAB | ASTERA LABS INC | 19.7K | $9.5M | $5.0M | 3.72% | -1,203 | 2026-06-30 |
| 9 | VRT | VERTIV HOLDINGS CO | 27.7K | $9.3M | $6.5M | 4.86% | -- | 2026-06-30 |
| 10 | — | FTAI AVIATION LTD | 27.5K | $7.4M | $7.4M | 5.56% | +9.5K | 2026-06-30 |
| 11 | — | BIRKENSTOCK HOLDING PLC | 121.7K | $5.2M | $5.2M | 3.92% | -61,674 | 2026-06-30 |
| 12 | NFLX | NETFLIX INC. | 67.5K | $4.8M | $5.3M | 3.93% | -57,476 | 2026-06-30 |
| 13 | DV | DOUBLEVERIFY HLDGS INC | 370.1K | $4.0M | $5.0M | 3.74% | -609,097 | 2026-06-30 |
| 14 | DT | DYNATRACE INC | 82.9K | $3.6M | $4.6M | 3.42% | +39.1K | 2026-06-30 |
| 15 | CART | MAPLEBEAR INC | 50.8K | $2.4M | $2.4M | 1.78% | -37,192 | 2026-06-30 |
| 16 | TOST | TOAST INC | 74.2K | $2.1M | $2.4M | 1.77% | -788 | 2026-06-30 |
← Scroll →