Crestwood Capital Management, L.P. Portfolio Stock Holdings
Crestwood Capital Management, L.P. disclosed 15 stock positions valued at approximately $145.5 million in its latest SEC 13F filing. The largest holdings include ICICI BANK LIMITED, DUTCH BROS INC, and SONOS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $145.5M
Holdings by Sector
Crestwood Capital Management, L.P. Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |