CRESTWOOD CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REAL | 1.34M | $21.19M |
 | DV | 1.14M | $13.03M |
 | SONO | 950K | $16.68M |
 | IBN | 679K | $20.23M |
 | VIK | 332K | $23.67M |
 | CART | 290K | $13.04M |
 | BROS | 285K | $17.47M |
 | NFLX | 140K | $13.12M |
 | BIRK | 133K | $5.45M |
 | AKAM | 88K | $7.63M |
 | ALAB | 21K | $3.48M |
 | ARX | 20K | $327.00K |
 | AMD | 12K | $2.64M |
The RealReal, Inc.
REAL
Shares Held
1.34M
Value
$21.19M
DoubleVerify Holdings, Inc.
DV
Shares Held
1.14M
Value
$13.03M
Sonos, Inc.
SONO
Shares Held
950K
Value
$16.68M
ICICI Bank Limited
IBN
Shares Held
679K
Value
$20.23M
Viking Holdings Ltd
VIK
Shares Held
332K
Value
$23.67M
Instacart (Maplebear Inc.)
CART
Shares Held
290K
Value
$13.04M
Dutch Bros Inc.
BROS
Shares Held
285K
Value
$17.47M
Netflix, Inc.
NFLX
Shares Held
140K
Value
$13.12M
Birkenstock Holding plc
BIRK
Shares Held
133K
Value
$5.45M
Akamai Technologies, Inc.
AKAM
Shares Held
88K
Value
$7.63M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
21K
Value
$3.48M
Accelerant Holdings
ARX
Shares Held
20K
Value
$327.00K
Advanced Micro Devices, Inc.
AMD
Shares Held
12K
Value
$2.64M