Crescent Park Management, L.P.
LOS ALTOS, CA
$40m in 11 US stocks at the end of 30 June 2026. The top 10 are 98.8% of the money. It changed about 28.2% of the portfolio this quarter.
Value
$40m
Stocks
11
Top 10 share
98.8%
Turnover
28.2%
What changed this quarter
New
Bought for the first time this quarter.
- CCC Intelligent Solutions HoldingsCCC10.7% of the fund
- Apollo Global ManagementAPO8.5% of the fund
- Verisk AnalyticsVRSK7.8% of the fund
- Thermo Fisher ScientificTMO1.2% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- BroadcomAVGO17.2% of the fund-16%
- Amazon.comAMZN15.2% of the fund-14%
- KKRKKR10.9% of the fund-12%
- DoorDashDASH10.6% of the fund-5%
- Taiwan Semiconductor ManufacturingTSM8.2% of the fund-17%
- GoDaddyGDDY5.2% of the fund-14%
- NvidiaNVDA4.6% of the fund-17%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BroadcomAVGO | 17.2% | $7m | 18,458 | -16% |
| Amazon.comAMZN | 15.2% | $6m | 25,640 | -14% |
| KKRKKR | 10.9% | $4m | 48,017 | -12% |
| CCC Intelligent Solutions HoldingsCCC | 10.7% | $4m | 875,795 | New |
| DoorDashDASH | 10.6% | $4m | 22,904 | -5% |
| Apollo Global ManagementAPO | 8.5% | $3m | 29,364 | New |
| Taiwan Semiconductor ManufacturingTSM | 8.2% | $3m | 7,122 | -17% |
| Verisk AnalyticsVRSK | 7.8% | $3m | 17,704 | New |
| GoDaddyGDDY | 5.2% | $2m | 25,225 | -14% |
| NvidiaNVDA | 4.6% | $2m | 9,518 | -17% |
| Thermo Fisher ScientificTMO | 1.2% | $503,239 | 1,009 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 82.8% since 30 June 2025.
Where the money is
Technology45.9%
Retail & consumer25.7%
Financial services19.3%
Industrials7.8%
Health care1.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.