The Analysis of Crestwood Capital Management, L.P.'s Holdings


Currently, Crestwood Capital Management, L.P. holds 13 types of securities in its portfolio with a total value $158.0M. In the most recent quarter, they have increased their positions in NFLX (+124.0K shares, valued at $11.6M), AKAM (+87.5K shares, valued at $7.6M), SONO (+335.0K shares, valued at $5.9M); decreased their positions in BIRK (-67.3K shares, valued at $2.8M), REAL (-100.0K shares, valued at $1.6M), BROS (-25.0K shares, valued at $1.5M); initiated new positions in AKAM (+87.5K shares, valued at $7.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VIK VIKING HOLDINGS LTD331.5K shares-2.93%2025-12-312026-02-11history
REAL THE REALREAL INC1.3M shares-6.93%2025-12-312026-02-11history
IBN ICICI BANK LIMITED678.9K shares0.00%2025-12-312026-02-11history
BROS DUTCH BROS INC285.4K shares-8.05%2025-12-312026-02-11history
SONO SONOS INC950.0K shares54.47%2025-12-312026-02-11history
NFLX NETFLIX INC140.0K shares774.98%2025-12-312026-02-11history
CART MAPLEBEAR INC289.9K shares-6.45%2025-12-312026-02-11history
DV DOUBLEVERIFY HLDGS INC1.1M shares0.00%2025-12-312026-02-11history
Sponsored
AKAM AKAMAI TECHNOLOGIES INC87.5K sharesnew addition2025-12-312026-02-11history
BIRK BIRKENSTOCK HOLDING PLC133.3K shares-33.53%2025-12-312026-02-11history
ALAB ASTERA LABS INC20.9K shares0.00%2025-12-312026-02-11history
AMD ADVANCED MICRO DEVICES INC12.3K shares0.00%2025-12-312026-02-11history
ARX ACCELERANT HOLDINGS20.0K shares0.00%2025-12-312026-02-11history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available