Crescent Park Management, L.P. 13F Holdings · Q2 2026
Crescent Park Management, L.P. reported 11 securities worth $40.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (17.15%), AMZN (15.17%), KKR (10.86%). Among its top 25 positions this quarter: 4 new, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $6.9M | 17.15% | 18,458 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $6.1M | 15.17% | 25,640 | Trimmed |
| 3 | KKR | KKR & CO INC | $4.4M | 10.86% | 48,017 | Trimmed |
| 4 | CCC | CCC INTELLIGENT SOLUTIONS HL | $4.3M | 10.66% | 875,795 | New |
| 5 | DASH | DOORDASH INC | $4.3M | 10.55% | 22,904 | Trimmed |
| 6 | APO | APOLLO GLOBAL MGMT INC | $3.4M | 8.47% | 29,364 | New |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.3M | 8.21% | 7,122 | Trimmed |
| 8 | VRSK | VERISK ANALYTICS INC | $3.2M | 7.82% | 17,704 | New |
| 9 | GDDY | GODADDY INC | $2.1M | 5.22% | 25,225 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $1.9M | 4.64% | 9,518 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $503,239 | 1.24% | 1,009 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR