Crestwood Capital Management, L.P.
Crestwood Capital Management, L.P. reported 16 holdings worth US$153M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Crestwood Capital Management, L.P. reported 16 holdings worth US$153M as of Jun 30, 2026. Largest: Viking Holdings Ltd, Dutch Bros Inc. and Icici Bank Limited. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$153M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Viking Holdings Ltd | 207K | US$21.7M | 14.2% |
| Dutch Bros Inc. | 235K | US$16.8M | 11.0% |
| Icici Bank Limited | 561K | US$16.3M | 10.7% |
| The Realreal, Inc. | 1.3M | US$15.3M | 10.0% |
| Sonos, Inc. | 936K | US$12.7M | 8.3% |
| Forgent Power Solutions, Inc. | 193K | US$10.8M | 7.1% |
| Akamai Technologies, Inc. | 90,300 | US$10.7M | 7.0% |
| Astera Labs, Inc. | 19,717 | US$9.52M | 6.2% |
| Vertiv Holdings, Llc | 27,711 | US$9.28M | 6.1% |
| Ftai Aviation Ltd. | 27,464 | US$7.43M | 4.9% |
| Netflix, Inc. | 67,494 | US$4.82M | 3.2% |
| Doubleverify Holdings, Inc. | 370K | US$4.01M | 2.6% |
| Dynatrace, Inc. | 82,898 | US$3.64M | 2.4% |
| Maplebear Inc. | 50,825 | US$2.41M | 1.6% |
| Toast, Inc. | 74,212 | US$2.06M | 1.4% |