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 and exited 0; 2 existing positions rose in reported value and 3 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Oct 26, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| COHEN, ELI, D. Control | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER since Feb 2014 | Less than 5% | Individual |
| CPM GP, LLC Control | GENERAL PARTNER since Feb 2014 | Less than 5% | Domestic Entity |
| THE ELI AND MARGARITA COHEN LIVING TRUST Control | LIMITED PARTNER since Feb 2014 | 75% or more | Domestic Entity |
| CASANOVA COHEN, MARGARITA, NMN Control Indirect owner via CPM GP, LLC | MEMBER since Feb 2014 | 50–75% | Individual |
| CASANOVA COHEN, MARGARITA, NMN Control Indirect owner via THE ELI AND MARGARITA COHEN LIVING TRUST | GRANTOR, TRUSTEE since Jul 2011 | General partner, trustee or manager | Individual |
| COHEN, ELI, D. Control Indirect owner via THE ELI AND MARGARITA COHEN LIVING TRUST | GRANTOR, TRUSTEE since Jul 2011 | General partner, trustee or manager | Individual |
| COHEN, ELI, D. Control Indirect owner via CPM GP, LLC | MANAGER AND MEMBER since Feb 2014 | 50–75% | Individual |
| THE ELI AND MARGARITA COHEN LIVING TRUST Control Indirect owner via CPM GP, LLC | MEMBER since Feb 2014 | 75% or more | Domestic Entity |
Ownership & leadership changes · 4 filings with changes since Aug 15, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedCASANOVA COHEN, MARGARITA, NMN · MEMBER · 50–75% · indirect via CPM GP, LLC · control person
- AddedCASANOVA COHEN, MARGARITA, NMN · GRANTOR, TRUSTEE · General partner, trustee or manager · indirect via THE ELI AND MARGARITA COHEN LIVING TRUST · control person
- ChangedCOHEN, ELI, D. · indirect via THE ELI AND MARGARITA COHEN LIVING TRUST: ownership 75% or more → General partner, trustee or manager
- ChangedCOHEN, ELI, D. · indirect via CPM GP, LLC: title MANAGER → MANAGER AND MEMBER; ownership General partner, trustee or manager → 50–75%
- ChangedCOHEN, ELI, D. · title CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER → MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
- No longer listedEDWARDS, DOUGLAS, KEVIN · CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER · Less than 5% · listed since Apr 2014
- ChangedCOHEN, ELI, D. · title CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER → CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
- ChangedCOHEN, ELI, D. · indirect via CPM GP, LLC: ownership 75% or more → General partner, trustee or manager
- ListedCOHEN, ELI, D. · CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedCOHEN, ELI, D. · GRANTOR, TRUSTEE · 75% or more · indirect via THE ELI AND MARGARITA COHEN LIVING TRUST · control person
- ListedCOHEN, ELI, D. · MANAGER · 75% or more · indirect via CPM GP, LLC · control person
- ListedCPM GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedEDWARDS, DOUGLAS, KEVIN · CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER · Less than 5%
- ListedTHE ELI AND MARGARITA COHEN LIVING TRUST · LIMITED PARTNER · 75% or more · control person
- ListedTHE ELI AND MARGARITA COHEN LIVING TRUST · MEMBER · 75% or more · indirect via CPM GP, LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Crescent Park Management, L.P. Holdings (2026-06-30)
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 |
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