Crestwood Capital Management, L.P. Portfolio Holdings

Crestwood Capital Management, L.P.

  • $97.7 Million
  • Q3 2025

Crestwood Capital Management, L.P. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $97.7 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Icici Bank LTD with a value of $20.5M, Netflix Inc with a value of $19.2M, Dutch Bros Inc. with a value of $16.2M, The Real Real, Inc. with a value of $15.5M, and Double Verify Holdings, Inc. with a value of $13.6M.

Examining the 13F form we can see an decrease of $675K in the current position value, from $98.4M to 97.7M.

Below you can find more details about Crestwood Capital Management, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $97.7 Million
Consumer Cyclical: $32.6 Million
Technology: $25.4 Million
Financial Services: $20.5 Million
Communication Services: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$20.5 Million 21.01% of portfolio
678,900
Q3 2025 Added 2.26%
$49.1B
$19.2 Million 19.63% of portfolio
15,997
Q3 2024 Reduced 28.71%
$2.12B
$16.2 Million 16.63% of portfolio
310,379
Q3 2025 Added 14.79%
$1.35B
$15.5 Million 15.89% of portfolio
1,443,081
Q3 2025 Reduced 7.97%
$1.71B
$13.6 Million 13.97% of portfolio
1,139,157
Q3 2025 Added 18.77%
$2.11B
$9.72 Million 9.95% of portfolio
615,000
Q3 2025 Added 19.42%
$388B
$1.99 Million 2.04% of portfolio
12,318
Q3 2025 Reduced 54.91%
$14.1B
$859,000 0.88% of portfolio
21,988
Q3 2025 Reduced 64.53%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.47%
Accelerant Holdings
-
$0 0.0% of portfolio
-
Q3 2025 New
Birkenstock Holding PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 13.01%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.6%
Viking Holdings LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.77%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $97.7 Million
  • Prior Value $98.4 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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