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:
Top Holdings: AVGO(22.00%)GDDY(7.84%)KKR(7.75%)SBAC(7.01%)INST(6.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
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

Top Ranked Articles

  • 1

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

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

Year Portfolio % % Excess Gain %

Crescent Park Management, L.P.'s Holdings Heat Map

Size field:

Crescent Park Management, L.P.'s Holdings Bubble Chart

Crescent Park Management, L.P. News

  • 1

Discussions on Crescent Park Management, L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.