CP

Crescent Park Management, L.P.

13F
Crescent Park Management, L.P.
Last update 2024-08-14 28 Stocks (1 new)
Value $215.00 Mil Turnover 7 %
Countries:
Portfolio Report
Crescent Park Management, L.P.... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO
Broadcom Inc
294,940
47353.500
-10.31%
22.000
-1.75%
0.000
+19.74%
+62.35%
837154.055
Semiconductors
GDDY
GoDaddy Inc
120,729
16867.050
-28.61%
7.840
-2.23%
0.090
+12.17%
+51.99%
22745.939
Software
KKR
KKR & Co Inc
158,605
16691.590
-9.77%
7.750
-0.67%
0.020
+17.66%
+69.01%
123648.267
Asset Management
SBAC
SBA Communications Corp
76,886
15092.720
+12.85%
7.010
+0.80%
0.070
+6.84%
-7.40%
24906.739
REITs
INST
Instructure Holdings Inc
642,585
15042.920
+19.89%
6.990
+1.16%
0.440
+0.99%
-12.92%
3445.005
Software
AMZN
Amazon.com Inc
76,991
14878.510
-4.30%
6.910
-0.24%
0.000
+4.15%
+25.58%
2002869.027
Retail - Cyclical
WIX
Wix.com Ltd
81,641
12986.630
+7.28%
6.030
+0.41%
0.150
+8.71%
+37.85%
9296.953
Software
NABL
N-able Inc
758,828
11556.950
+28.00%
5.370
+1.17%
0.410
-9.61%
-5.58%
2317.915
Software
SPY PUT
S&P 500 ETF TRUST ETF
15,800
8598.680
0%
3.990
0%
-
+6.79%
+22.40%
603023.285
 
MSFT
Microsoft Corp
16,761
7491.330
-32.19%
3.480
-1.30%
0.000
+1.41%
+15.50%
3211304.804
Software

Crescent Park Management, L.P.'s Historical Top Holdings Breakdowns

Crescent Park Management, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICE
Intercontinental Exchange Inc2024-06-30Sold Out
-10.01%
126.54 ($134.36) 138.72
$166.72
24.08%
Sold Out
0
-187,302
LSXMK
Liberty SiriusXM Group2024-06-30Reduce
-3.16%
20.38 ($23.78) 29.29
$22.29
-6.27%
Reduce -53.16%
241,408
-273,986
GDDY
GoDaddy Inc2024-06-30Reduce
-2.23%
120.12 ($131.95) 142.04
$161.35
22.28%
Reduce -28.61%
120,729
-48,384
CCOI
Cogent Communications Holdings Inc2024-06-30New Buy
+2.14%
51.71 ($59.69) 65.99
$81.72
36.91%
New holding
81,440
81,440
LBRDK
Liberty Broadband Corp2024-06-30Sold Out
-1.78%
48.19 ($51.63) 55.75
$80.40
55.72%
Sold Out
0
-80,035
AVGO
Broadcom Inc2024-06-30Reduce
-1.75%
120.47 ($140.14) 182.89
$179.29
27.94%
Reduce -10.31%
294,940
-3,392
WDAY
Workday Inc2024-06-30Add
+1.48%
207.08 ($240.75) 272.44
$238.59
-0.90%
Add 103.32%
28,023
14,240
MSFT
Microsoft Corp2024-06-30Reduce
-1.30%
389.33 ($422.32) 452.85
$431.97
2.28%
Reduce -32.19%
16,761
-7,955
NABL
N-able Inc2024-06-30Add
+1.17%
12.14 ($13.16) 15.27
$12.51
-4.94%
Add 28%
758,828
166,000
INST
Instructure Holdings Inc2024-06-30Add
+1.16%
19.07 ($21.29) 24.66
$23.52
10.47%
Add 19.89%
642,585
106,608

Crescent Park Management, L.P. Total Holding History ($B)

To

Crescent Park Management, L.P.'s Asset Allocation

To

Crescent Park Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Crescent Park Management, L.P.'s Hypothetical Growth since 2024-06-30

Crescent Park Management, L.P.'s Yearly Returns

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