Crestwood Capital Management, L.P.
CIK 0001468395 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
VIK
VIKING HOLDINGS LTD
14.2%
BROS
DUTCH BROS INC
11.0%
IBN
ICICI BANK LIMITED
10.7%
REAL
THE REALREAL INC
10.0%
SONO
SONOS INC
8.3%
FPS
FORGENT POWER SOLUTIONS INC
7.1%
AKAM
AKAMAI TECHNOLOGIES INC
7.0%
ALAB
ASTERA LABS INC
6.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.