§ 13F · FUND PROFILE
Crestwood Capital Management, L.P..
AUM · $153M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | 207K | $22M | 14.2% | −33% |
| 2 | BROS | DUTCH BROS INC | 235K | $17M | 11.0% | −26% |
| 3 | IBN | ICICI BANK LIMITED | 561K | $16M | 10.7% | −21% |
| 4 | REAL | THE REALREAL INC | 1.30M | $15M | 10.0% | −8% |
| 5 | SONO | SONOS INC | 936K | $13M | 8.3% | −20% |
| 6 | FPS | FORGENT POWER SOLUTIONS INC | 193K | $11M | 7.1% | −31% |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | 90K | $11M | 7.0% | +3% |
| 8 | ALAB | ASTERA LABS INC | 20K | $10M | 6.2% | −6% |
| 9 | VRT | VERTIV HOLDINGS CO | 28K | $9M | 6.1% | NEW |
| 10 | FTAI | FTAI AVIATION LTD | 27K | $7M | 4.9% | +53% |
§ 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 $153 million in assets. The fund runs a focused portfolio of just 16 positions.
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