CC

Crestwood Capital Management, L.P.

13F
Crestwood Capital Management, L.P.
Last update 2024-08-13 14 Stocks (1 new)
Value $140.00 Mil Turnover 13 %
Countries:
Top Holdings: IBN(11.91%)CART(11.71%)BROS(11.50%)NFLX(10.81%)FIVE(9.50%)
Portfolio Report
Summary Stock Picks Current Portfolio
Crestwood Capital Management, ... 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
IBN 		ICICI Bank Ltd
579,048
16682.370
+0.42%
11.910
+0.05%
0.020
+2.45%
+25.10%
104192.261
Banks
CART 		Maplebear Inc
510,179
16397.150
+8.37%
11.710
+0.90%
0.200
+24.23%
+86.75%
11268.897
Retail - Cyclical
BROS 		Dutch Bros Inc
389,009
16104.970
+21.30%
11.500
+2.02%
0.340
-10.89%
+9.76%
3956.361
Restaurants
NFLX 		Netflix Inc
22,439
15143.630
-28.56%
10.810
-3.36%
0.010
+16.57%
+53.90%
320290.090
Media - Diversified
FIVE 		Five Below Inc
122,102
13305.460
+9.44%
9.500
+0.82%
0.220
+16.72%
-58.51%
4864.636
Retail - Cyclical
PGNY 		Progyny Inc
369,750
10578.550
+16.70%
7.550
+1.08%
0.410
-43.88%
-57.34%
1431.781
Healthcare Providers & Services
HTHT 		H World Group Ltd
310,727
10353.420
-8.00%
7.390
-0.65%
0.100
+27.81%
+17.37%
12031.872
Travel & Leisure
AMD 		Advanced Micro Devices Inc
61,626
9996.350
-28.64%
7.140
-2.76%
0.000
-0.71%
+3.73%
247482.059
Semiconductors
DV 		DoubleVerify Holdings Inc
484,073
9424.900
+30.77%
6.730
+1.58%
0.280
-20.27%
-55.85%
2759.891
Software
BIRK 		Birkenstock Holding PLC
122,402
6659.890
+0.92%
4.750
+0.04%
0.070
-9.37%
+3.26%
9451.565
Manufacturing - Apparel & Accessories

Crestwood Capital Management, L.P.'s Historical Top Holdings Breakdowns

Crestwood Capital 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
DDOG 		Datadog Inc2024-06-30Sold Out
-3.81%
●
108.84 ($120.98) 131.45
$121.52
0.45%
Sold Out
0
-49,908
VIK 		Viking Holdings Ltd2024-06-30New Buy
+3.39%
●
26.1 ($30.16) 33.94
$38.51
27.69%
New holding
140,000
140,000
NFLX 		Netflix Inc2024-06-30Reduce
-3.36%
●
550.64 ($624.55) 686.12
$749.29
19.97%
Reduce -28.56%
22,439
-8,969
IAS 		Integral Ad Science Holding Corp2024-06-30Add
+3.11%
●
8.37 ($9.57) 10.17
$10.51
9.82%
Add 224.4%
648,797
448,797
AMD 		Advanced Micro Devices Inc2024-06-30Reduce
-2.76%
●
144.27 ($160.87) 183.34
$152.91
-4.95%
Reduce -28.64%
61,626
-24,731
TXN 		Texas Instruments Inc2024-06-30Sold Out
-2.68%
●
159.68 ($184.76) 202.54
$201.74
9.19%
Sold Out
0
-24,887
BROS 		Dutch Bros Inc2024-06-30Add
+2.02%
●
26.95 ($34.36) 42.1
$34.76
1.16%
Add 21.3%
389,009
68,306
DV 		DoubleVerify Holdings Inc2024-06-30Add
+1.58%
●
17.59 ($24.16) 34.07
$16.24
-32.78%
Add 30.77%
484,073
113,893
SNPS 		Synopsys Inc2024-06-30Sold Out
-1.43%
●
510.71 ($565.46) 620.31
$493.41
-12.74%
Sold Out
0
-4,057
PGNY 		Progyny Inc2024-06-30Add
+1.08%
●
25.34 ($30.12) 36.51
$15.86
-47.34%
Add 16.7%
369,750
52,919

Crestwood Capital Management, L.P. Total Holding History ($B)

To

Crestwood Capital Management, L.P.'s Asset Allocation

To

Crestwood Capital Management, L.P. Past Portfolios

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

Top Ranked Articles

  • 1

Crestwood Capital Management, L.P.'s Hypothetical Growth since 2024-06-30

Crestwood Capital Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Crestwood Capital Management, L.P.'s Holdings Heat Map

Size field:

Crestwood Capital Management, L.P.'s Holdings Bubble Chart

Crestwood Capital Management, L.P. News

  • 1

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