Holders — by stockHoldings — by fund
Crestwood Capital Management, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001468395
$152.7M
disclosed book value
16
positions
14.2%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VIKVIKING HOLDINGS LTD | 207,226 | $21.7M | 14.2% |
| 2 | BROSDUTCH BROS INC | 234,569 | $16.8M | 11% |
| 3 | IBNICICI BANK LIMITED | 560,822 | $16.3M | 10.7% |
| 4 | REALTHE REALREAL INC | 1.3M | $15.3M | 10% |
| 5 | SONOSONOS INC | 935,812 | $12.7M | 8.3% |
| 6 | FPSFORGENT POWER SOLUTIONS INC | 192,866 | $10.8M | 7.1% |
| 7 | AKAMAKAMAI TECHNOLOGIES INC | 90,300 | $10.7M | 7% |
| 8 | ALABASTERA LABS INC | 19,717 | $9.5M | 6.2% |
| 9 | VRTVERTIV HOLDINGS CO | 27,711 | $9.3M | 6.1% |
| 10 | FTAIFTAI AVIATION LTD | 27,464 | $7.4M | 4.9% |
| 11 | BIRKBIRKENSTOCK HOLDING PLC | 121,658 | $5.2M | 3.4% |
| 12 | NFLXNETFLIX INC. | 67,494 | $4.8M | 3.2% |
| 13 | DVDOUBLEVERIFY HLDGS INC | 370,060 | $4.0M | 2.6% |
| 14 | DTDYNATRACE INC | 82,898 | $3.6M | 2.4% |
| 15 | CARTMAPLEBEAR INC | 50,825 | $2.4M | 1.6% |
| 16 | TOSTTOAST INC | 74,212 | $2.1M | 1.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.