Crescent Park Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Crescent Park Management, L.P. disclosed 18 US equity positions worth $144.8m in its Q4 2025 13F filing. The largest position was AVGO at 21.9% of the reported book, followed by KKR and AMZN. Against the Q3 2025 filing, it opened 0 new positions, added to 3 and reduced 14 among the top 18 holdings.
What did Crescent Park Management, L.P. own in Q4 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 21.9% | $31.7m | 91,612 | -28% | reduced |
| 2 | KKR KKR & CO INC | Financial Services | 10.6% | $15.4m | 120,581 | 1% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.2% | $14.8m | 64,187 | -11% | reduced |
| 4 | PCOR PROCORE TECHNOLOGIES INC | Technology | 8.4% | $12.2m | 167,566 | -16% | reduced |
| 5 | WIX WIX COM LTD | Technology | 8.0% | $11.6m | 111,248 | 0% | held |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 7.6% | $11.0m | 48,359 | -12% | reduced |
| 7 | WDAY WORKDAY INC | Technology | 4.8% | $7.0m | 32,490 | -24% | reduced |
| 8 | GDDY GODADDY INC | Technology | 4.3% | $6.3m | 50,472 | -4% | reduced |
| 9 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 4.2% | $6.1m | 398,147 | -30% | reduced |
| 10 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 4.0% | $5.8m | 568,121 | -25% | reduced |
| 11 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 3.9% | $5.6m | 152,581 | 1% | added |
| 12 | NVDA NVIDIA CORPORATION | Technology | 3.2% | $4.7m | 25,223 | -7% | reduced |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.6% | $3.7m | 12,251 | -6% | reduced |
| 14 | APO APOLLO GLOBAL MGMT INC | Financial Services | 2.3% | $3.3m | 22,845 | -8% | reduced |
| 15 | VVV VALVOLINE INC | Consumer Cyclical | 2.1% | $3.1m | 106,063 | -8% | reduced |
| 16 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 1.2% | $1.7m | 16,903 | -3% | reduced |
| 17 | CLBT CELLEBRITE DI LTD | Technology | 0.3% | $422.8k | 23,449 | -93% | reduced |
| 18 | BLND BLEND LABS INC | 0.3% | $417.4k | 137,316 | 81% | added |
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.