Crestwood Capital Management, L.P.: 13F holdings
CIK 14683952026Q2
| Positions | 16 |
|---|
| Reported value | $152.7m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 16 (+1 vs prior quarter) |
|---|
| Reported value | $152.7m (+4.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIKING HOLDINGS LTD | 207,226 | $21.7m | 14.2% |
| BROS DUTCH BROS INC | 234,569 | $16.8m | 11.0% |
| IBN ICICI BANK LIMITED | 560,822 | $16.3m | 10.7% |
| REAL THE REALREAL INC | 1,300,404 | $15.3m | 10.0% |
| SONO SONOS INC | 935,812 | $12.7m | 8.3% |
| FPS FORGENT POWER SOLUTIONS INC | 192,866 | $10.8m | 7.1% |
| AKAM AKAMAI TECHNOLOGIES INC | 90,300 | $10.7m | 7.0% |
| ALAB ASTERA LABS INC | 19,717 | $9.5m | 6.2% |
| VRT VERTIV HOLDINGS CO | 27,711 | $9.3m | 6.1% |
| FTAI FTAI AVIATION LTD | 27,464 | $7.4m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1468395")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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