Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crestwood Capital Management, L.P. (CIK 1468395) reported $145.5M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIK ($22.9M, 15.73%), IBN ($18.4M, 12.62%), BROS ($16.0M, 10.98%), SONO ($15.7M, 10.77%), REAL ($12.9M, 8.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | $22.9M | 15.73% | 311,522 | Trimmed |
| 2 | IBN | ICICI BANK LIMITED | $18.4M | 12.62% | 708,900 | Added |
| 3 | BROS | DUTCH BROS INC | $16.0M | 10.98% | 315,379 | Added |
| 4 | SONO | SONOS INC | $15.7M | 10.77% | 1.2M | Added |
| 5 | REAL | THE REALREAL INC | $12.9M | 8.85% | 1.4M | Added |
| 6 | NFLX | NETFLIX INC. | $12.0M | 8.26% | 124,970 | Trimmed |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | $10.0M | 6.91% | 87,500 | Hold |
| 8 | DV | DOUBLEVERIFY HLDGS INC | $9.3M | 6.39% | 979,157 | Trimmed |
| 9 | FORGENT POWER SOLUTIONS INC | $8.2M | 5.63% | 280,000 | New | |
| 10 | BIRK | BIRKENSTOCK HOLDING PLC | $6.6M | 4.51% | 183,332 | Added |
| 11 | FTAI | FTAI AVIATION LTD | $4.4M | 3.03% | 18,000 | New |
| 12 | CART | MAPLEBEAR INC | $3.3M | 2.27% | 88,017 | Trimmed |
| 13 | ALAB | ASTERA LABS INC | $2.3M | 1.58% | 20,920 | Hold |
| 14 | TOST | TOAST INC | $2.0M | 1.37% | 75,000 | New |
| 15 | DT | DYNATRACE INC | $1.6M | 1.11% | 43,802 | New |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 17 | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31