Crescent Park Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Crescent Park Management, L.P. disclosed 24 US equity positions worth $226.9m in its Q3 2025 13F filing. The largest position was AVGO at 18.6% of the reported book, followed by WIX and AMZN. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 18 among the top 24 holdings.
What did Crescent Park Management, L.P. own in Q3 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 18.6% | $42.2m | 127,768 | -25% | reduced |
| 2 | WIX WIX COM LTD | Technology | 8.7% | $19.7m | 111,025 | 16% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 7.0% | $15.8m | 72,004 | -6% | reduced |
| 4 | KKR KKR & CO INC | Financial Services | 6.8% | $15.5m | 119,509 | -6% | reduced |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 6.6% | $15.0m | 55,141 | -6% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.4% | $14.6m | 200,259 | -6% | reduced |
| 7 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 6.3% | $14.3m | 1,571,967 | -6% | reduced |
| 8 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 5.2% | $11.7m | 60,700 | -6% | reduced |
| 9 | WDAY WORKDAY INC | Technology | 4.5% | $10.2m | 42,554 | -0% | held |
| 10 | NABL N-ABLE INC | Technology | 4.2% | $9.5m | 1,215,057 | -7% | reduced |
| 11 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 3.6% | $8.2m | 752,612 | -8% | reduced |
| 12 | GDDY GODADDY INC | Technology | 3.2% | $7.2m | 52,417 | -5% | reduced |
| 13 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 2.9% | $6.6m | 564,858 | -6% | reduced |
| 14 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 2.6% | $5.9m | 150,833 | – | new |
| 15 | CLBT CELLEBRITE DI LTD | Technology | 2.6% | $5.9m | 316,410 | -45% | reduced |
| 16 | NVDA NVIDIA CORPORATION | Technology | 2.2% | $5.0m | 27,022 | -6% | reduced |
| 17 | VVV VALVOLINE INC | Consumer Cyclical | 1.8% | $4.1m | 115,053 | -6% | reduced |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.6% | $3.6m | 13,040 | -6% | reduced |
| 19 | BJ BJS WHSL CLUB HLDGS INC | Consumer Defensive | 1.5% | $3.4m | 36,911 | -6% | reduced |
| 20 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.5% | $3.3m | 24,826 | -3% | reduced |
| 21 | SPY SPDR S&P 500 ETF TR | 1.1% | $2.6m | 3,872 | -8% | reduced | |
| 22 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.9% | $2.1m | 17,350 | – | new |
| 23 | BLND BLEND LABS INC | 0.1% | $276.3k | 75,706 | 491% | added | |
| 24 | BLNK BLINK CHARGING CO | 0.0% | $656 | 400 | – | 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.