Q1 2025 · 13F-HR
Crestwood Capital Management, L.P.holdings as filed
Filed 2025-05-13 · accession 0001468395-25-000003
$130.3M
Reported value
15
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45104G104 | IBN | ICICI BANK LIMITED | $20.6M | 15.8% | 654,150 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $17.0M | 13.0% | 426,522 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $16.7M | 12.8% | 270,379 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $14.9M | 11.5% | 15,997 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $13.4M | 10.3% | 334,896 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $12.3M | 9.44% | 268,103 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $7.9M | 6.07% | 1,468,081 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $6.3M | 4.87% | 474,157 | Common | SOLE |
| 83570H108 | SONO | SONOS INC | $5.5M | 4.22% | 515,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.4M | 4.13% | 52,318 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $3.3M | 2.56% | 275,000 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $2.3M | 1.76% | 61,988 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $2.1M | 1.59% | 57,500 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $1.4M | 1.04% | 18,102 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $1.2M | 0.96% | 20,920 | 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.