The Analysis of Crestwood Capital Management, L.P.'s Holdings


Currently, Crestwood Capital Management, L.P. holds 13 types of securities in its portfolio with a total value $143.6M. In the most recent quarter, they have increased their positions in DV (+180.0K shares, valued at $2.2M), BROS (+40.0K shares, valued at $2.1M), SONO (+100.0K shares, valued at $1.6M); decreased their positions in VIK (-50.0K shares, valued at $3.1M), AMD (-15.0K shares, valued at $2.4M), HTHT (-40.0K shares, valued at $1.6M); initiated new positions in ARX (+20.0K shares, valued at $297.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VIK VIKING HOLDINGS LTD341.5K shares-12.77%2025-09-302025-11-12history
IBN ICICI BANK LIMITED678.9K shares2.26%2025-09-302025-11-12history
NFLX NETFLIX INC16.0K shares0.00%2025-09-302025-11-12history
BROS DUTCH BROS INC310.4K shares14.79%2025-09-302025-11-12history
REAL THE REALREAL INC1.4M shares-7.97%2025-09-302025-11-12history
DV DOUBLEVERIFY HLDGS INC1.1M shares18.77%2025-09-302025-11-12history
CART MAPLEBEAR INC309.9K shares0.00%2025-09-302025-11-12history
SONO SONOS INC615.0K shares19.42%2025-09-302025-11-12history
Sponsored
BIRK BIRKENSTOCK HOLDING PLC200.6K shares-13.01%2025-09-302025-11-12history
ALAB ASTERA LABS INC20.9K shares0.00%2025-09-302025-11-12history
AMD ADVANCED MICRO DEVICES INC12.3K shares-54.91%2025-09-302025-11-12history
HTHT H WORLD GROUP LTD22.0K shares-64.53%2025-09-302025-11-12history
ARX ACCELERANT HOLDINGS20.0K sharesnew addition2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available