Institutional Fund
Crestwood Capital Management, L.P.
New York, NYCIK 14683955 filings on record
Portfolio Value
$145.52M
Q1 2026
Holdings
15
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-7.9%
from $157.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Viking Holdings Ltd15.7%
- Icici Bank Limited12.6%
- Dutch Bros Inc11.0%
- Sonos Inc10.8%
- The Realreal Inc8.8%
- Netflix Inc8.3%
- Other32.8%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Viking Holdings Ltd | 311.5K | $22.89M | 15.7% | −20.0K | Reduced |
| 2 | Icici Bank Limited | 708.9K | $18.36M | 12.6% | +30.0K | Added |
| 3 | Dutch Bros Inc | 315.4K | $15.98M | 11.0% | +30.0K | Added |
| 4 | Sonos Inc | 1.17M | $15.68M | 10.8% | +220.0K | Added |
| 5 | The Realreal Inc | 1.42M | $12.88M | 8.8% | +75.0K | Added |
| 6 | Netflix Inc | 125.0K | $12.02M | 8.3% | −15.0K | Reduced |
| 7 | Akamai Technologies Inc | 87.5K | $10.05M | 6.9% | 0 | Held |
| 8 | Doubleverify Hldgs Inc | 979.2K | $9.30M | 6.4% | −160.0K | Reduced |
| 9 | Forgent Power Solutions Inc | 280.0K | $8.20M | 5.6% | +280.0K | New |
| 10 | Birkenstock Holding PLC | 183.3K | $6.57M | 4.5% | +50.0K | Added |
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