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Investment manager · 13F filer · SEC CIK 1468395
Crestwood Capital Management, L.P.
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Reported value$153Mas of Jun 30, 2026
Positions16 1 new, 0 sold out
Top 10 weight85.5%VIK alone is 14%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIKViking Holdings Ltd
14.2%Trimmed −33%
BROSDutch Bros Inc.
11.0%Trimmed −26%
IBNIcici Bank Ltd
10.7%Trimmed −21%
REALTheRealReal, Inc.
10.0%Trimmed −8%
SONOSonos Inc
8.3%Trimmed −20%
FPSForgent Power Solutions, Inc.
7.1%Trimmed −31%
AKAMAkamai Technologies Inc
7.0%Added +3%
ALABAstera Labs, Inc.
6.2%Trimmed −6%
VRTVertiv Holdings Co
6.1%New
FTAIFTAI Aviation Ltd.
4.9%+53%
BIRKBirkenstock Holding PLC
3.4%Trimmed −34%
NFLXNetflix Inc
3.2%−46%
VIKViking Holdings Ltd
14.2%Trimmed −33%
BROSDutch Bros Inc.
11.0%Trimmed −26%
IBNIcici Bank Ltd
10.7%Trimmed −21%
REALTheRealReal, Inc.
10.0%Trimmed −8%
SONOSonos Inc
8.3%−20%
FPSForgent Power Solutions, Inc.
7.1%
AKAMAkamai Technologies Inc
7.0%
ALABAstera Labs, Inc.
6.2%
VRTVertiv Holdings Co
6.1%
FTAI4.9%BIRKNFLXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIK Viking Holdings Ltd 14.2% Trimmed −33%BROS Dutch Bros Inc. 11.0% Trimmed −26%IBN Icici Bank Ltd 10.7% Trimmed −21%REAL TheRealReal, Inc. 10.0% Trimmed −8%SONO Sonos Inc 8.3% Trimmed −20%FPS Forgent Power Solutions, Inc. 7.1% Trimmed −31%AKAM Akamai Technologies Inc 7.0% Added +3%ALAB Astera Labs, Inc. 6.2% Trimmed −6%VRT Vertiv Holdings Co 6.1% NewFTAI FTAI Aviation Ltd. 4.9% Added +53%BIRK Birkenstock Holding PLC 3.4% Trimmed −34%NFLX Netflix Inc 3.2% Trimmed −46%
What changed
Biggest moves since Mar 31, 2026
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