Crescent Park Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Crescent Park Management, L.P. disclosed 23 US equity positions worth $199.4m in its Q1 2025 13F filing. The largest position was AVGO at 17.7% of the reported book, followed by SBAC and KKR. Against the Q4 2024 filing, it opened 3 new positions, added to 14 and reduced 6 among the top 23 holdings.
What did Crescent Park Management, L.P. own in Q1 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 17.7% | $35.3m | 210,581 | 1% | added |
| 2 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 7.8% | $15.6m | 71,043 | 4% | added |
| 3 | KKR KKR & CO INC | Financial Services | 7.3% | $14.5m | 125,761 | -2% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 7.3% | $14.5m | 76,032 | 2% | added |
| 5 | CLBT CELLEBRITE DI LTD | Technology | 6.7% | $13.3m | 683,411 | -63% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.3% | $12.5m | 189,256 | 2% | added |
| 7 | WIX WIX COM LTD | Technology | 6.3% | $12.5m | 76,405 | 3% | added |
| 8 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 5.2% | $10.3m | 1,140,581 | 163% | added |
| 9 | GDDY GODADDY INC | Technology | 5.1% | $10.1m | 55,966 | -19% | reduced |
| 10 | WDAY WORKDAY INC | Technology | 4.9% | $9.9m | 42,230 | 6% | added |
| 11 | DASH DOORDASH INC | Consumer Cyclical | 4.9% | $9.7m | 53,098 | 2% | added |
| 12 | NABL N-ABLE INC | Technology | 4.6% | $9.2m | 1,300,489 | 37% | added |
| 13 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 3.6% | $7.3m | 725,177 | 21% | added |
| 14 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 2.4% | $4.8m | 541,538 | – | new |
| 15 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 2.4% | $4.7m | 77,140 | -8% | reduced |
| 16 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.8% | $3.5m | 25,705 | 27% | added |
| 17 | NVDA NVIDIA CORPORATION | Technology | 1.6% | $3.1m | 28,566 | 9% | added |
| 18 | SPY SPDR S&P 500 ETF TR | 1.2% | $2.5m | 4,407 | 124% | added | |
| 19 | BJ BJS WHSL CLUB HLDGS INC | Consumer Defensive | 1.1% | $2.2m | 19,559 | – | new |
| 20 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.1% | $2.2m | 13,107 | 9% | added |
| 21 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 0.6% | $1.2m | 6,185 | -70% | reduced |
| 22 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.3% | $683.7k | 11,104 | -3% | reduced |
| 23 | BLND BLEND LABS INC | 0.0% | $42.9k | 12,800 | – | 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.