Crestwood Capital Management, L.P.
NEW YORK, NY · CIK 1468395 · 13F filing filed 2026-08-10
SEC-registered investment adviser since 2012 · limited partnership
- Assets managed$263.0m
- Staff4 · 3 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds3 (3 hedge) · $263.0m gross assets
- Form ADV · 2026-03-25SEC adviser record
- Legal entityCRESTWOOD CAPITAL MANAGEMENT, L.P. (US)
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Offices in1 country
- Private fundshedge 3
$152.7m
reported value
+4.9% vs Q1 2026
16positions
85.5%in top 10
1 new
3 added
12 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| VIKING HOLDINGS LTD VIK | $21.7m14.21% | Reduced -104.3k |
| DUTCH BROS INC BROS | $16.8m11.03% | Reduced -80.8k |
| ICICI BANK LIMITED IBN | $16.3m10.66% | Reduced -148.1k |
| THE REALREAL INC REAL | $15.3m10.04% | Reduced -117.7k |
| SONOS INC SONO | $12.7m8.29% | Reduced -234.2k |
| FORGENT POWER SOLUTIONS INC FPS | $10.8m7.06% | Reduced -87.1k |
| AKAMAI TECHNOLOGIES INC AKAM | $10.7m6.99% | Added +2.8k |
| ASTERA LABS INC ALAB | $9.5m6.24% | Reduced -1.2k |
| VERTIV HOLDINGS CO VRT | $9.3m6.08% | New |
| FTAI AVIATION LTD FTAI | $7.4m4.87% | Added +9.5k |
| BIRKENSTOCK HOLDING PLC BIRK | $5.2m3.43% | Reduced -61.7k |
| NETFLIX INC NFLX | $4.8m3.16% | Reduced -57.5k |
| DOUBLEVERIFY HLDGS INC DV | $4.0m2.63% | Reduced -609.1k |
| DYNATRACE INC DT | $3.6m2.38% | Added +39.1k |
| MAPLEBEAR INC CART | $2.4m1.58% | Reduced -37.2k |
| TOAST INC TOST | $2.1m1.35% | Reduced -788 |