Crestwood Capital Management, L.P.

CIK 0001468395 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Crestwood Capital Management, L.P. reported 16 positions worth $152.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VIK (14.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$152.7M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.5%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIKVIKING HOLDINGS LTDSH$21.7M14.21%207,226
2BROSDUTCH BROS INCSH$16.8M11.03%234,569
3IBNICICI BANK LIMITEDSH$16.3M10.66%560,822
4REALTHE REALREAL INCSH$15.3M10.04%1,300,404
5SONOSONOS INCSH$12.7M8.29%935,812
6FPSFORGENT POWER SOLUTIONS INCSH$10.8M7.06%192,866
7AKAMAKAMAI TECHNOLOGIES INCSH$10.7M6.99%90,300
8ALABASTERA LABS INCSH$9.5M6.24%19,717
9VRTVERTIV HOLDINGS COSH$9.3M6.08%27,711
10FTAIFTAI AVIATION LTDSH$7.4M4.87%27,464

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Crestwood Capital Management, L.P. hold as of Q2 2026?

Crestwood Capital Management, L.P. reported 16 positions worth $152.7M in its Q2 2026 13F filing. Largest positions: VIK (14.2%), BROS (11.0%), IBN (10.7%), REAL (10.0%) and SONO (8.3%).

What did Crestwood Capital Management, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Crestwood Capital Management, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.