Crestwood Capital Management, L.P. Portfolio Holdings by Sector
Crestwood Capital Management, L.P.
- $137 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$20,235
14.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD TXN 2 stocks |
$19,921
14.53% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
DV DDOG 2 stocks |
$19,183
13.99% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$19,075
13.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
IBN 1 stocks |
$15,229
11.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HTHT 1 stocks |
$13,070
9.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
PGNY 1 stocks |
$12,087
8.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
BROS 1 stocks |
$10,583
7.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$3,443
2.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SNPS 1 stocks |
$2,318
1.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$1,994
1.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|