Crestwood Capital Management, L.P.
NEW YORK, NY
$153m in 16 US stocks at the end of 30 June 2026. The top 10 are 85.5% of the money. It changed about 16.6% of the portfolio this quarter.
Value
$153m
Stocks
16
Top 10 share
85.5%
Turnover
16.6%
What changed this quarter
New
Bought for the first time this quarter.
- Vertiv HoldingsVRT6.1% of the fund
Added
Bought more of a stock they already held.
- Akamai TechnologiesAKAM7.0% of the fund+3%
- FTAI AviationFTAI4.9% of the fund+53%
- DynatraceDT2.4% of the fund+89%
Cut
Sold some of their stake.
- Viking HoldingsVIK14.2% of the fund-33%
- Dutch BrosBROS11.0% of the fund-26%
- Icici BankIBN10.7% of the fund-21%
- TheRealRealREAL10.0% of the fund-8%
- SonosSONO8.3% of the fund-20%
- Forgent Power SolutionsFPS7.1% of the fund-31%
- Astera LabsALAB6.2% of the fund-6%
- Birkenstock HoldingBIRK3.4% of the fund-34%
- NetflixNFLX3.2% of the fund-46%
- DoubleVerify HoldingsDV2.6% of the fund-62%
- MaplebearCART1.6% of the fund-42%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Viking HoldingsVIK | 14.2% | $22m | 207,226 | -33% |
| Dutch BrosBROS | 11.0% | $17m | 234,569 | -26% |
| Icici BankIBN | 10.7% | $16m | 560,822 | -21% |
| TheRealRealREAL | 10.0% | $15m | 1,300,404 | -8% |
| SonosSONO | 8.3% | $13m | 935,812 | -20% |
| Forgent Power SolutionsFPS | 7.1% | $11m | 192,866 | -31% |
| Akamai TechnologiesAKAM | 7.0% | $11m | 90,300 | +3% |
| Astera LabsALAB | 6.2% | $10m | 19,717 | -6% |
| Vertiv HoldingsVRT | 6.1% | $9m | 27,711 | New |
| FTAI AviationFTAI | 4.9% | $7m | 27,464 | +53% |
| Birkenstock HoldingBIRK | 3.4% | $5m | 121,658 | -34% |
| NetflixNFLX | 3.2% | $5m | 67,494 | -46% |
| DoubleVerify HoldingsDV | 2.6% | $4m | 370,060 | -62% |
| DynatraceDT | 2.4% | $4m | 82,898 | +89% |
| MaplebearCART | 1.6% | $2m | 50,825 | -42% |
| ToastTOST | 1.4% | $2m | 74,212 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 4.0% since 30 June 2025.
Where the money is
Technology38.5%
Retail & consumer24.5%
Industrials20.3%
Financial services12.0%
Media & telecom3.2%
Everyday goods1.6%
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.