Crescent Park Management, L.P.
CIK: 0001629984SEC EDGAR →
Portfolio Value
$163.6M
Holdings
30
As of
Q4 2025
New Positions
34
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 91,612 | $31.7M | 19.38% |
| 2 | KKR & CO INC | 120,581 | $15.4M | 9.40% |
| 3 | AMAZON COM INC | 64,187 | $14.8M | 9.06% |
| 4 | PROCORE TECHNOLOGIES INC | 167,566 | $12.2M | 7.45% |
| 5 | WIX COM LTD | 111,248 | $11.6M | 7.07% |
| 6 | DOORDASH INC | 48,359 | $11.0M | 6.70% |
| 7 | WORKDAY INC | 32,490 | $7.0M | 4.27% |
| 8 | GODADDY INC | 50,472 | $6.3M | 3.83% |
| 9 | DIGITALBRIDGE GROUP INC | 398,147 | $6.1M | 3.73% |
| 10 | ZOOMINFO TECHNOLOGIES INC | 568,121 | $5.8M | 3.53% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $90.5M | 55.3% |
| Financial Services | 3 | $24.8M | 15.2% |
| Consumer Cyclical | 5 | $22.9M | 14.0% |
| Communication Services | 5 | $20.4M | 12.4% |
| Energy | 1 | $3.1M | 1.9% |
| Basic Materials | 1 | $1.7M | 1.1% |
| Industrials | 1 | $203K | 0.1% |