Crescent Park Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Crescent Park Management, L.P. disclosed 11 US equity positions worth $40.5m in its Q2 2026 13F filing. The largest position was AVGO at 17.2% of the reported book, followed by AMZN and KKR. Against the Q1 2026 filing, it opened 4 new positions, added to 0 and reduced 7 among the top 11 holdings.
What did Crescent Park Management, L.P. own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 17.2% | $6.9m | 18,458 | -16% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.2% | $6.1m | 25,640 | -14% | reduced |
| 3 | KKR KKR & CO INC | Financial Services | 10.9% | $4.4m | 48,017 | -12% | reduced |
| 4 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 10.7% | $4.3m | 875,795 | – | new |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 10.6% | $4.3m | 22,904 | -5% | reduced |
| 6 | APO APOLLO GLOBAL MGMT INC | Financial Services | 8.5% | $3.4m | 29,364 | – | new |
| 7 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 8.2% | $3.3m | 7,122 | -17% | reduced |
| 8 | VRSK VERISK ANALYTICS INC | Industrials | 7.8% | $3.2m | 17,704 | – | new |
| 9 | GDDY GODADDY INC | Technology | 5.2% | $2.1m | 25,225 | -14% | reduced |
| 10 | NVDA NVIDIA CORPORATION | Technology | 4.6% | $1.9m | 9,518 | -17% | reduced |
| 11 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.2% | $503.2k | 1,009 | – | 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.