Fund HoldingsCrestwood Capital Management, L.P.

Total Portfolio Value
$168.87M
Total Bought
$33.22M
Total Sold
$16.32M
Net Transaction
+$16.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MAPLEBEAR INC(CART)0280,958+280,95806,5943.90%+6,594
BIRKENSTOCK HOLDING PLC(BIRK)0133,687+133,68706,5153.86%+6,515
DATADOG INC(DDOG)050,000+50,00006,0693.59%+6,069
ADVANCED MICRO DEVICES INC(AMD)155,908140,450-15,45816,03020,70412.26%+4,673
DOUBLEVERIFY HLDGS INC(DV)294,724350,531+55,8078,23812,8937.63%+4,655
ALPHABET INC(GOOG)022,603+22,60303,1571.87%+3,157
DUTCH BROS INC(BROS)320,000321,097+1,0977,44010,1696.02%+2,729
FIVE BELOW INC(FIVE)86,82176,646-10,17513,96916,3389.67%+2,368
TEXAS INSTRS INC(TXN)56,93064,973+8,0439,05211,0756.56%+2,023
XOMETRY INC(XMTR)97,75097,570-1801,6603,5042.07%+1,844
SYNOPSYS INC(SNPS)17,31317,267-467,9468,8915.26%+945
NETFLIX INC(NFLX)41,53934,004-7,53515,68516,5569.80%+871
PROGYNY INC485,767464,810-20,95716,52617,28210.23%+756
THE REALREAL INC(REAL)882,543878,289-4,2541,8621,7651.05%-97
ICICI BANK LIMITED(IBN)643,216576,507-66,70914,87113,7448.14%-1,127
H WORLD GROUP LTD(HTHT)382,816407,162+24,34615,09413,6158.06%-1,479
FLOOR & DECOR HLDGS INC(FND)40,2400-40,2403,6420-3,642
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