Crescent Park Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Crescent Park Management, L.P. disclosed 22 US equity positions worth $235.7m in its Q2 2025 13F filing. The largest position was AVGO at 19.8% of the reported book, followed by KKR and AMZN. Against the Q1 2025 filing, it opened 1 new position, added to 13 and reduced 6 among the top 22 holdings.
What did Crescent Park Management, L.P. own in Q2 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 19.8% | $46.8m | 169,704 | -19% | reduced |
| 2 | KKR KKR & CO INC | Financial Services | 7.2% | $16.9m | 126,708 | 1% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 7.1% | $16.8m | 76,643 | 1% | added |
| 4 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 6.6% | $15.7m | 1,664,792 | 46% | added |
| 5 | WIX WIX COM LTD | Technology | 6.5% | $15.2m | 96,010 | 26% | added |
| 6 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 6.4% | $15.1m | 64,468 | -9% | reduced |
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.2% | $14.6m | 213,047 | 13% | added |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 6.1% | $14.4m | 58,603 | 10% | added |
| 9 | NABL N-ABLE INC | Technology | 4.5% | $10.6m | 1,310,560 | 1% | added |
| 10 | WDAY WORKDAY INC | Technology | 4.4% | $10.3m | 42,736 | 1% | added |
| 11 | GDDY GODADDY INC | Technology | 4.2% | $9.9m | 54,927 | -2% | reduced |
| 12 | CLBT CELLEBRITE DI LTD | Technology | 3.9% | $9.1m | 570,232 | -17% | reduced |
| 13 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 3.5% | $8.2m | 813,963 | 12% | added |
| 14 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 2.6% | $6.2m | 601,381 | 11% | added |
| 15 | VVV VALVOLINE INC | Consumer Cyclical | 2.0% | $4.6m | 122,742 | – | new |
| 16 | NVDA NVIDIA CORPORATION | Technology | 1.9% | $4.5m | 28,769 | 1% | added |
| 17 | BJ BJS WHSL CLUB HLDGS INC | Consumer Defensive | 1.8% | $4.2m | 39,406 | 101% | added |
| 18 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.5% | $3.6m | 25,664 | -0% | held |
| 19 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.3% | $3.1m | 13,841 | 6% | added |
| 20 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 1.3% | $3.0m | 62,368 | -19% | reduced |
| 21 | SPY SPDR S&P 500 ETF TR | 1.1% | $2.6m | 4,187 | -5% | reduced | |
| 22 | BLND BLEND LABS INC | 0.0% | $42.2k | 12,800 | 0% | held |
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.