Crescent Park Management, L.P. Portfolio Holdings by Sector
Crescent Park Management, L.P.
- $207 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
CLBT WIX CCCS GDDY 4 stocks |
$46,141
22.34% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM MRVL 4 stocks |
$41,210
19.95% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PCOR WDAY ZI GWRE BLND 5 stocks |
$30,806
14.92% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR APO 2 stocks |
$18,059
8.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$15,630
7.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$14,465
7.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
NABL AUR 2 stocks |
$10,319
5.0% of portfolio
|
1
|
1
|
- | - |
1
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$9,704
4.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CCOI LUMN 2 stocks |
$8,574
4.15% of portfolio
|
- |
2
|
- | - |
1
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$2,465
1.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
BJ 1 stocks |
$2,231
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RIVN LCID 2 stocks |
$1,593
0.77% of portfolio
|
2
|
- | - | - |
2
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$1,571
0.76% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Communication Equipment | Technology
SATS 1 stocks |
$1,404
0.68% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Entertainment | Communication Services
ROKU 1 stocks |
$1,274
0.62% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CHPT EVGO 2 stocks |
$642
0.31% of portfolio
|
2
|
- | - | - |
2
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLNK 1 stocks |
$446
0.22% of portfolio
|
- |
1
|
- | - |
1
Calls
0
Puts
|