§ 13F · FUND PROFILE
Crestwood Capital Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.8T (13F)Positions · 14Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | 332K | $23.7T | 15.0% | −3% |
| 2 | REAL | THE REALREAL INC | 1.34M | $21.2T | 13.4% | −7% |
| 3 | IBN | ICICI BANK LIMITED | 679K | $20.2T | 12.8% | ±0% |
| 4 | BROS | DUTCH BROS INC | 285K | $17.5T | 11.1% | −8% |
| 5 | SONO | SONOS INC | 950K | $16.7T | 10.6% | +54% |
| 6 | NFLX | NETFLIX INC | 140K | $13.1T | 8.3% | +775% |
| 7 | CART | MAPLEBEAR INC | 290K | $13.0T | 8.3% | −6% |
| 8 | DV | DOUBLEVERIFY HLDGS INC | 1.14M | $13.0T | 8.2% | ±0% |
| 9 | AKAM | AKAMAI TECHNOLOGIES INC | 88K | $7.6T | 4.8% | NEW |
| 10 | BIRK | BIRKENSTOCK HOLDING PLC | 133K | $5.5T | 3.5% | −34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTWOOD SIGNAL
AC read
Crestwood Capital Management, L.P. is a Other fund managing $146845.2 trillion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed