Crescent Park Management, L.P.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| FUBOTV INC(Call) | 0 | 528,600 | +528,600 | 0 | 1,332,072 | +1,332,072 |
| FABRINET(Call) | 13,300 | 11,900 | -1,400 | 4,849,446 | 5,417,832 | +568,386 |
| OUSTER INC(Call) | 0 | 17,200 | +17,200 | 0 | 372,208 | +372,208 |
| RIVIAN AUTOMOTIVE INC(Call) | 89,300 | 80,700 | -8,600 | 1,310,924 | 1,590,597 | +279,673 |
| BLEND LABS INC | 75,706 | 137,316 | +61,610 | 276,327 | 417,441 | +141,114 |
| TAIWAN SEMICONDUCTOR MFG LTD | 13,040 | 12,251 | -789 | 3,641,942 | 3,722,956 | +81,014 |
| BLINK CHARGING CO | 400 | 0 | -400 | 656 | 0 | -656 |
| APOLLO GLOBAL MGMT INC | 24,826 | 22,845 | -1,981 | 3,308,561 | 3,307,042 | -1,519 |
| KKR & CO INC | 119,509 | 120,581 | +1,072 | 15,530,195 | 15,371,666 | -158,529 |
| AURORA INNOVATION INC(Call) | 115,900 | 118,300 | +2,400 | 624,701 | 454,272 | -170,429 |
| LUMEN TECHNOLOGIES INC(Call) | 969,900 | 739,400 | -230,500 | 5,935,788 | 5,745,138 | -190,650 |
| CHIPOTLE MEXICAN GRILL INC | 150,833 | 152,581 | +1,748 | 5,911,145 | 5,645,497 | -265,648 |
| NVIDIA CORPORATION | 27,022 | 25,223 | -1,799 | 5,041,765 | 4,704,090 | -337,675 |
| EVGO INC(Call) | 172,000 | 155,300 | -16,700 | 813,560 | 451,923 | -361,637 |
| BUILDERS FIRSTSOURCE INC | 17,350 | 16,903 | -447 | 2,103,688 | 1,739,150 | -364,538 |
| AMC ENTMT HLDGS INC(Call) | 256,900 | 234,300 | -22,600 | 745,010 | 365,508 | -379,502 |
| AEVA TECHNOLOGIES INC(Call) | 68,100 | 40,800 | -27,300 | 987,450 | 541,824 | -445,626 |
| LUCID GROUP INC(Call) | 35,520 | 35,520 | 0 | 845,021 | 375,446 | -469,575 |
| DIGITALBRIDGE GROUP INC | 564,858 | 398,147 | -166,711 | 6,608,839 | 6,107,575 | -501,264 |
| PARAMOUNT SKYDANCE CORP(Call) | 146,600 | 146,900 | +300 | 2,773,672 | 1,968,460 | -805,212 |
| BLINK CHARGING CO(Call) | 616,400 | 305,600 | -310,800 | 1,010,896 | 203,835 | -807,061 |
| GODADDY INC | 52,417 | 50,472 | -1,945 | 7,172,218 | 6,262,566 | -909,652 |
| AMAZON COM INC | 72,004 | 64,187 | -7,817 | 15,809,918 | 14,815,643 | -994,275 |
| VALVOLINE INC | 115,053 | 106,063 | -8,990 | 4,131,553 | 3,082,191 | -1,049,362 |
| FUBOTV INC(Call) | 549,100 | 0 | -549,100 | 2,278,765 | 0 | -2,278,765 |
| PROCORE TECHNOLOGIES INC | 200,259 | 167,566 | -32,693 | 14,602,886 | 12,188,751 | -2,414,135 |
| ZOOMINFO TECHNOLOGIES INC | 752,612 | 568,121 | -184,491 | 8,210,997 | 5,777,791 | -2,433,206 |
| SPDR S&P 500 ETF TR | 3,872 | 0 | -3,872 | 2,579,449 | 0 | -2,579,449 |
| WORKDAY INC | 42,554 | 32,490 | -10,064 | 10,244,024 | 6,978,202 | -3,265,822 |
| BJS WHSL CLUB HLDGS INC | 36,911 | 0 | -36,911 | 3,441,951 | 0 | -3,441,951 |
| DOORDASH INC | 55,141 | 48,359 | -6,782 | 14,997,801 | 10,952,346 | -4,045,455 |
| CELLEBRITE DI LTD | 316,410 | 23,449 | -292,961 | 5,863,077 | 422,785 | -5,440,292 |
| WIX COM LTD | 111,025 | 111,248 | +223 | 19,721,371 | 11,557,555 | -8,163,816 |
| N-ABLE INC | 1,215,057 | 0 | -1,215,057 | 9,477,445 | 0 | -9,477,445 |
| BROADCOM INC | 127,768 | 91,612 | -36,156 | 42,151,941 | 31,706,913 | -10,445,028 |
| SBA COMMUNICATIONS CORP NEW | 60,700 | 0 | -60,700 | 11,736,345 | 0 | -11,736,345 |
| CCC INTELLIGENT SOLUTIONS HL | 1,571,967 | 0 | -1,571,967 | 14,320,619 | 0 | -14,320,619 |