Crestwood Capital Management, L.P.
Top Portfolio Positions
15 positions ·
$145,522,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
311,522 | $22,890,636 | 15.73% | |
| IBN |
Icici Bank Ltd
Financial Services
|
708,900 | $18,360,510 | 12.62% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
315,379 | $15,977,100 | 10.98% | |
| SONO |
Sonos Inc
Technology
|
1,170,000 | $15,678,000 | 10.77% | |
| REAL |
TheRealReal, Inc.
Consumer Cyclical
|
1,418,081 | $12,876,175 | 8.85% | |
| NFLX |
Netflix Inc
Communication Services
|
124,970 | $12,015,865 | 8.26% | |
| AKAM |
Akamai Technologies Inc
Technology
|
87,500 | $10,049,375 | 6.91% | |
| DV |
DoubleVerify Holdings, Inc.
Communication Services
|
979,157 | $9,301,991 | 6.39% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
280,000 | $8,195,600 | 5.63% | |
| BIRK |
Birkenstock Holding plc
Consumer Cyclical
|
183,332 | $6,568,785 | 4.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BROS
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,977,100 | 315,379 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,470,902 | 285,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,245,236 | 310,379 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,485,812 | 270,379 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,693,199 | 270,379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,519,552 | 315,379 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,062,489 | 345,379 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,104,972 | 389,009 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,583,199 | 320,703 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,169,141 | 321,097 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,440,000 | 320,000 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||