本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Crestwood Capital Management, L.P. (CIK 1468395) reported $152.7M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIK ($21.7M, 14.21%), BROS ($16.8M, 11.03%), IBN ($16.3M, 10.66%), REAL ($15.3M, 10.04%), SONO ($12.7M, 8.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | $21.7M | 14.21% | 207,226 | Trimmed |
| 2 | BROS | DUTCH BROS INC | $16.8M | 11.03% | 234,569 | Trimmed |
| 3 | IBN | ICICI BANK LIMITED | $16.3M | 10.66% | 560,822 | Trimmed |
| 4 | REAL | THE REALREAL INC | $15.3M | 10.04% | 1.3M | Trimmed |
| 5 | SONO | SONOS INC | $12.7M | 8.29% | 935,812 | Trimmed |
| 6 | FPS | FORGENT POWER SOLUTIONS INC | $10.8M | 7.06% | 192,866 | Trimmed |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | $10.7M | 6.99% | 90,300 | Added |
| 8 | ALAB | ASTERA LABS INC | $9.5M | 6.24% | 19,717 | Trimmed |
| 9 | VRT | VERTIV HOLDINGS CO | $9.3M | 6.08% | 27,711 | New |
| 10 | FTAI | FTAI AVIATION LTD | $7.4M | 4.87% | 27,464 | Added |
| 11 | BIRK | BIRKENSTOCK HOLDING PLC | $5.2M | 3.43% | 121,658 | Trimmed |
| 12 | NFLX | NETFLIX INC. | $4.8M | 3.16% | 67,494 | Trimmed |
| 13 | DV | DOUBLEVERIFY HLDGS INC | $4.0M | 2.63% | 370,060 | Trimmed |
| 14 | DT | DYNATRACE INC | $3.6M | 2.38% | 82,898 | Added |
| 15 | CART | MAPLEBEAR INC | $2.4M | 1.58% | 50,825 | Trimmed |
| 16 | TOST | TOAST INC | $2.1M | 1.35% | 74,212 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30