Q4 2024 · 13F-HR
Crestwood Capital Management, L.P.holdings as filed
Filed 2025-02-12 · accession 0001468395-25-000002
$136.0M
Reported value
15
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45104G104 | IBN | ICICI BANK LIMITED | $18.0M | 13.2% | 602,898 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $17.1M | 12.6% | 412,041 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $16.5M | 12.1% | 315,379 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $15.7M | 11.6% | 356,522 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $14.3M | 10.5% | 15,997 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $13.0M | 9.59% | 1,193,501 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $10.1M | 7.41% | 177,853 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $6.4M | 4.74% | 53,318 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $6.2M | 4.58% | 324,157 | Common | SOLE |
| 83570H108 | SONO | SONOS INC | $4.9M | 3.59% | 325,000 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $3.6M | 2.62% | 85,000 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $2.8M | 2.07% | 200,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $2.8M | 2.04% | 20,920 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $2.7M | 1.99% | 81,988 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $1.9M | 1.40% | 18,102 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.