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 |
|---|---|---|---|---|
| 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
Holdings in FPS
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,195,600 | 280,000 | Shares | Sole | 2026-05-12 | |
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