Crestwood Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1468395 · latest 13F-HR filed 2026-05-12
Crestwood Capital Management, L.P. manages $145.5M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VIK (15.73%), IBN (12.62%), BROS (10.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 2, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$145.5M
Long-equity book
15
Distinct positions
2026-03-31
Filed 2026-05-12
+4 / −2 / ↑2 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AKAMAI TECHNOLOGIES INC$2.4M +31.6%
- BIRKENSTOCK HOLDING PLC$1.1M +20.5%
Top Trims
- MAPLEBEAR INC-$9.7M -74.7%
- THE REALREAL INC-$8.3M -39.2%
- DOUBLEVERIFY HLDGS INC-$3.7M -28.6%
- ICICI BANK LIMITED-$1.9M -9.2%
- DUTCH BROS INC-$1.5M -8.6%
New Positions
- FORGENT POWER SOLUTIONS INC$8.2M
- FTAI AVIATION LTD$4.4M
- TOAST INC$2.0M
- DYNATRACE INC$1.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VIKING HOLDINGS LTD | VIK | G93A5A101 | $22.9M | 15.73% | 311,522 | SH |
| 2 | ICICI BANK LIMITED | IBN | 45104G104 | $18.4M | 12.62% | 708,900 | SH |
| 3 | DUTCH BROS INC | BROS | 26701L100 | $16.0M | 10.98% | 315,379 | SH |
| 4 | SONOS INC | SONO | 83570H108 | $15.7M | 10.77% | 1,170,000 | SH |
| 5 | THE REALREAL INC | REAL | 88339P101 | $12.9M | 8.85% | 1,418,081 | SH |
| 6 | NETFLIX INC. | NFLX | 64110L106 | $12.0M | 8.26% | 124,970 | SH |
| 7 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $10.0M | 6.91% | 87,500 | SH |
| 8 | DOUBLEVERIFY HLDGS INC | DV | 25862V105 | $9.3M | 6.39% | 979,157 | SH |
| 9 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $8.2M | 5.63% | 280,000 | SH |
| 10 | BIRKENSTOCK HOLDING PLC | BIRK | M2029K104 | $6.6M | 4.51% | 183,332 | SH |
| 11 | FTAI AVIATION LTD | FTAI | G3730V105 | $4.4M | 3.03% | 18,000 | SH |
| 12 | MAPLEBEAR INC | CART | 565394103 | $3.3M | 2.27% | 88,017 | SH |
| 13 | ASTERA LABS INC | ALAB | 04626A103 | $2.3M | 1.58% | 20,920 | SH |
| 14 | TOAST INC | TOST | 888787108 | $2.0M | 1.37% | 75,000 | SH |
| 15 | DYNATRACE INC | DT | 268150109 | $1.6M | 1.11% | 43,802 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $145.5M | 15 | 0001468395-26-000003 |
| 2025-12-31 | 2026-02-11 | $158.0M | 13 | 0001468395-26-000001 |
| 2025-09-30 | 2025-11-12 | $143.6M | 13 | 0001468395-25-000010 |