Crescent Park Management, L.P. — 13F Holdings & Portfolio
CIK 1629984 · latest 13F-HR filed 2026-08-14
Crescent Park Management, L.P. manages $40.5M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (17.15%), AMZN (15.17%), KKR (10.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 0, added to 2, and trimmed 3.
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.
#271
LOS ALTOS, CA 94022
$40.5M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-14
+4 / −0 / ↑2 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DOORDASH INC$648.4K +17.9%
- TAIWAN SEMICONDUCTOR MANUFAC$439.3K +15.2%
Top Trims
- KKR & CO INC-$638.3K -12.7%
- GODADDY INC-$318.5K -13.1%
- NVIDIA CORPORATION-$126.1K -6.3%
New Positions
- CCC INTELLIGENT SOLUTIONS HL$4.3M
- APOLLO GLOBAL MGMT INC$3.4M
- VERISK ANALYTICS INC$3.2M
- THERMO FISHER SCIENTIFIC INC$503.2K
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 | BROADCOM INC | AVGO | 11135F101 | $6.9M | 17.15% | 18,458 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $6.1M | 15.17% | 25,640 | SH |
| 3 | KKR & CO INC | KKR | 48251W104 | $4.4M | 10.86% | 48,017 | SH |
| 4 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $4.3M | 10.66% | 875,795 | SH |
| 5 | DOORDASH INC | DASH | 25809K105 | $4.3M | 10.55% | 22,904 | SH |
| 6 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $3.4M | 8.47% | 29,364 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.3M | 8.21% | 7,122 | SH |
| 8 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $3.2M | 7.82% | 17,704 | SH |
| 9 | GODADDY INC | GDDY | 380237107 | $2.1M | 5.22% | 25,225 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 4.64% | 9,518 | SH |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $503.2K | 1.24% | 1,009 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $40.5M | 11 | 0001629984-26-000006 |
| 2026-03-31 | 2026-05-13 | $29.0M | 7 | 0001629984-26-000003 |
| 2025-12-31 | 2026-02-13 | $163.6M | 30 | 0001629984-26-000002 |
| 2025-09-30 | 2025-11-12 | $249.1M | 35 | 0001629984-25-000008 |