Crestwood Capital Management, L.P.
CIK: 0001468395SEC EDGAR →
Portfolio Value
$158.0M
Holdings
13
As of
Q4 2025
New Positions
1
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VIKING HOLDINGS LTD | 331,522 | $23.7M | 14.98% |
| 2 | THE REALREAL INC | 1,343,081 | $21.2M | 13.42% |
| 3 | ICICI BANK LIMITED | 678,900 | $20.2M | 12.81% |
| 4 | DUTCH BROS INC | 285,379 | $17.5M | 11.06% |
| 5 | SONOS INC | 950,000 | $16.7M | 10.56% |
| 6 | NETFLIX INC | 139,970 | $13.1M | 8.31% |
| 7 | MAPLEBEAR INC | 289,896 | $13.0M | 8.25% |
| 8 | DOUBLEVERIFY HLDGS INC | 1,139,157 | $13.0M | 8.25% |
| 9 | AKAMAI TECHNOLOGIES INC | 87,500 | $7.6M | 4.83% |
| 10 | BIRKENSTOCK HOLDING PLC | 133,332 | $5.5M | 3.45% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 5 | $80.8M | 51.2% |
| Technology | 5 | $43.5M | 27.5% |
| Financial Services | 2 | $20.6M | 13.0% |
| Communication Services | 1 | $13.1M | 8.3% |