Crescent Park Management, L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Crescent Park Management, L.P. disclosed 20 US equity positions worth $242.9m in its Q4 2024 13F filing. The largest position was AVGO at 20.0% of the reported book, followed by CLBT and KKR. Against the Q3 2024 filing, it opened 2 new positions, added to 8 and reduced 10 among the top 20 holdings.
What did Crescent Park Management, L.P. own in Q4 2024? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 20.0% | $48.5m | 209,073 | -18% | reduced |
| 2 | CLBT CELLEBRITE DI LTD | Technology | 16.9% | $41.0m | 1,862,482 | 8% | added |
| 3 | KKR KKR & CO INC | Financial Services | 7.8% | $18.9m | 128,003 | -15% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 6.7% | $16.3m | 74,428 | -3% | reduced |
| 5 | WIX WIX COM LTD | Technology | 6.5% | $15.9m | 73,891 | -6% | reduced |
| 6 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 5.7% | $13.9m | 68,359 | -7% | reduced |
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 5.7% | $13.9m | 185,434 | -6% | reduced |
| 8 | GDDY GODADDY INC | Technology | 5.6% | $13.6m | 68,875 | -25% | reduced |
| 9 | WDAY WORKDAY INC | Technology | 4.2% | $10.3m | 39,780 | 39% | added |
| 10 | NABL N-ABLE INC | Technology | 3.6% | $8.9m | 947,984 | 32% | added |
| 11 | DASH DOORDASH INC | Consumer Cyclical | 3.6% | $8.8m | 52,184 | -8% | reduced |
| 12 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 2.6% | $6.4m | 83,523 | 1% | added |
| 13 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 2.6% | $6.3m | 600,363 | – | new |
| 14 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 2.1% | $5.1m | 434,152 | 35% | added |
| 15 | NVDA NVIDIA CORPORATION | Technology | 1.5% | $3.5m | 26,250 | 109% | added |
| 16 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 1.4% | $3.5m | 20,769 | -16% | reduced |
| 17 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.4% | $3.3m | 20,232 | 4% | added |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.0% | $2.4m | 12,079 | 41% | added |
| 19 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.5% | $1.3m | 11,467 | -49% | reduced |
| 20 | SPY SPDR S&P 500 ETF TR | 0.5% | $1.2m | 1,965 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.