§ 13F · FUND PROFILE
Crestwood Capital Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144M (13F)Positions · 13Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | 312K | $23M | 15.7% | −6% |
| 2 | IBN | ICICI BANK LIMITED | 709K | $18M | 12.6% | +4% |
| 3 | BROS | DUTCH BROS INC | 315K | $16M | 11.0% | +11% |
| 4 | SONO | SONOS INC | 1.17M | $16M | 10.8% | +23% |
| 5 | REAL | THE REALREAL INC | 1.42M | $13M | 8.8% | +6% |
| 6 | NFLX | NETFLIX INC. | 125K | $12M | 8.3% | −11% |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | 88K | $10M | 6.9% | ±0% |
| 8 | DV | DOUBLEVERIFY HLDGS INC | 979K | $9M | 6.4% | −14% |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | 280K | $8M | 5.6% | NEW |
| 10 | BIRK | BIRKENSTOCK HOLDING PLC | 183K | $7M | 4.5% | +38% |
§ 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 $144 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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