Crestwood Capital Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on May 12, 2026, Crestwood Capital Management, L.P. disclosed 15 stock positions valued at approximately $145.52M as of quarter-end March 31, 2026. The largest holdings include VIKING HOLDINGS LTD, ICICI BANK LIMITED, and DUTCH BROS INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $145.52M
Holdings by Sector
Crestwood Capital Management, L.P. Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VIKING HOLDINGS LTD | VIK | Other | 15.73% | 311,522 | -20,000 | -6.03% | $22,890,637 |
| ICICI BANK LIMITED | IBN | Financial Services | 12.62% | 708,900 | +30,000 | +4.42% | $18,360,510 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 10.98% | 315,379 | +30,000 | +10.51% | $15,977,100 |
| SONOS INC | SONO | Technology | 10.77% | 1,170,000 | +220,000 | +23.16% | $15,678,000 |
| THE REALREAL INC | REAL | Consumer Cyclical | 8.85% | 1,418,081 | +75,000 | +5.58% | $12,876,175 |
| NETFLIX INC. | NFLX | Communication Services | 8.26% | 124,970 | -15,000 | -10.72% | $12,015,866 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 6.91% | 87,500 | - | - | $10,049,375 |
| DOUBLEVERIFY HLDGS INC | DV | Technology | 6.39% | 979,157 | -160,000 | -14.05% | $9,301,992 |
| FORGENT POWER SOLUTIONS INC | FPS | Other | 5.63% | 280,000 | +280,000 | +100.00% | $8,195,600 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 4.51% | 183,332 | +50,000 | +37.50% | $6,568,786 |
| FTAI AVIATION LTD | FTAI | Other | 3.03% | 18,000 | +18,000 | +100.00% | $4,410,000 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 2.27% | 88,017 | -201,879 | -69.64% | $3,297,117 |
| ASTERA LABS INC | ALAB | Technology | 1.58% | 20,920 | - | - | $2,292,832 |
| TOAST INC | TOST | Technology | 1.37% | 75,000 | +75,000 | +100.00% | $1,988,250 |
| DYNATRACE INC | DT | Technology | 1.11% | 43,802 | +43,802 | +100.00% | $1,619,798 |
Showing 15 of 15 holdings in the latest reporting period.