Crestwood Capital Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FORGENT POWER SOLUTIONS INC(FPS) | 0 | 280,000 | +280,000 | 0 | 8,195,600 | 5.63% | +8,195,600 |
| FTAI AVIATION LTD(FTAI) | 0 | 18,000 | +18,000 | 0 | 4,410,000 | 3.03% | +4,410,000 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 0 | 87,500 | +87,500 | 0 | 10,049,375 | 6.91% | +10,049,375 |
| TOAST INC(TOST) | 0 | 75,000 | +75,000 | 0 | 1,988,250 | 1.37% | +1,988,250 |
| DYNATRACE INC(DT) | 0 | 43,802 | +43,802 | 0 | 1,619,798 | 1.11% | +1,619,798 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 183,332 | +183,332 | 0 | 6,568,786 | 4.51% | +6,568,786 |
| ACCELERANT HOLDINGS(ARX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VIKING HOLDINGS LTD(VIK) | 0 | 311,522 | +311,522 | 0 | 22,890,637 | 15.73% | +22,890,637 |
| SONOS INC(SONO) | 0 | 1,170,000 | +1,170,000 | 0 | 15,678,000 | 10.77% | +15,678,000 |
| NETFLIX INC.(NFLX) | 0 | 124,970 | +124,970 | 0 | 12,015,866 | 8.26% | +12,015,866 |
| ASTERA LABS INC(ALAB) | 0 | 20,920 | +20,920 | 0 | 2,292,832 | 1.58% | +2,292,832 |
| DUTCH BROS INC(BROS) | 0 | 315,379 | +315,379 | 0 | 15,977,100 | 10.98% | +15,977,100 |
| ICICI BANK LIMITED(IBN) | 0 | 708,900 | +708,900 | 0 | 18,360,510 | 12.62% | +18,360,510 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DOUBLEVERIFY HLDGS INC(DV) | 0 | 979,157 | +979,157 | 0 | 9,301,992 | 6.39% | +9,301,992 |
| THE REALREAL INC(REAL) | 0 | 1,418,081 | +1,418,081 | 0 | 12,876,175 | 8.85% | +12,876,175 |
| MAPLEBEAR INC(CART) | 0 | 88,017 | +88,017 | 0 | 3,297,117 | 2.27% | +3,297,117 |