Crescent Park Management, L.P. Portfolio Holdings by Sector
Crescent Park Management, L.P.
- $243 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
AVGO NVDA TSM 3 stocks |
$54,457
22.41% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CCCS WIX GDDY CLBT 4 stocks |
$49,891
20.53% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PCOR WDAY ZI BLND 4 stocks |
$33,135
13.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR APO 2 stocks |
$20,495
8.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$16,814
6.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$15,139
6.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$14,446
5.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
NABL AUR 2 stocks |
$11,222
4.62% of portfolio
|
1
|
1
|
- | - |
1
Calls
0
Puts
|
|
Telecom Services | Communication Services
LUMN CCOI 2 stocks |
$9,039
3.72% of portfolio
|
1
|
1
|
- | - |
1
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$4,648
1.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
BJ 1 stocks |
$4,249
1.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$2,586
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$2,105
0.87% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Communication Equipment | Technology
SATS 1 stocks |
$1,734
0.71% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RIVN LCID 2 stocks |
$1,610
0.66% of portfolio
|
2
|
- | - | - |
2
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CHPT EVGO 2 stocks |
$816
0.34% of portfolio
|
2
|
- | - | - |
2
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLNK 1 stocks |
$573
0.24% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|