Crescent Park Management, L.P. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$261.1B

Holdings

34

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (34 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
209,073$48.5B18.56%
2
CLBTCELLEBRITE DI LTD
1,862,482$41.0B15.71%
3
KKRKKR & CO INC
128,003$18.9B7.25%
4
AMZNAMAZON COM INC
74,428$16.3B6.25%
5
WIXWIX COM LTD
73,891$15.9B6.07%
6
SBACSBA COMMUNICATIONS CORP NEW
68,359$13.9B5.34%
7
PCORPROCORE TECHNOLOGIES INC
185,434$13.9B5.32%
8
GDDYGODADDY INC
68,875$13.6B5.21%
9
WDAYWORKDAY INC
39,780$10.3B3.93%
10
NABLN-ABLE INC
947,984$8.9B3.39%
11
DASHDOORDASH INC
52,184$8.8B3.35%
12
OGM1COGENT COMMUNICATIONS HLDGS
83,523$6.4B2.47%
13
GTMZOOMINFO TECHNOLOGIES INC
600,363$6.3B2.42%
14
LUMNLUMEN TECHNOLOGIES INC
1,117,000$5.9B2.27%Call
15
CCCCCC INTELLIGENT SOLUTIONS HL
434,152$5.1B1.95%
16
NVDANVIDIA CORPORATION
26,250$3.5B1.35%
17
GWREGUIDEWIRE SOFTWARE INC
20,769$3.5B1.34%
18
APOAPOLLO GLOBAL MGMT INC
20,232$3.3B1.28%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
12,079$2.4B0.91%
20
AURAURORA INNOVATION INC
313,200$2.0B0.76%Call
21
OUSTOUSTER INC
133,000$1.6B0.62%Call
22
ROKUROKU INC
18,000$1.3B0.51%Call
23
MRVLMARVELL TECHNOLOGY INC
11,467$1.3B0.49%
24
SATSECHOSTAR CORP
52,500$1.2B0.46%Call
25
SPYSPDR S&P 500 ETF TR
1,965$1.2B0.44%
26
BLNKBLINK CHARGING CO
698,100$970.4M0.37%Call
27
CCIVGBPLUCID GROUP INC
300,000$906.0M0.35%Call
28
RIVNRIVIAN AUTOMOTIVE INC
65,800$875.1M0.34%Call
29
CHPTCHARGEPOINT HOLDINGS INC
616,500$659.7M0.25%Call
30
AEVAAEVA TECHNOLOGIES INC
133,300$633.2M0.24%Call
31
AMCAMC ENTMT HLDGS INC
151,000$601.0M0.23%Call
32
LAZRQLUMINAR TECHNOLOGIES INC
111,700$600.9M0.23%Call
33
FUBOFUBOTV INC
400,000$504.0M0.19%Call
34
EVGOEVGO INC
93,000$376.6M0.14%Call