Crestwood Capital Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Crestwood Capital Management, L.P. disclosed 15 US equity positions worth $130.3m in its Q1 2025 13F filing. The largest position was IBN at 15.8% of the reported book, followed by VIK and BROS. Against the Q4 2024 filing, it opened 0 new positions, added to 7 and reduced 5 among the top 15 holdings.
What did Crestwood Capital Management, L.P. own in Q1 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK LIMITED | Financial Services | 15.8% | $20.6m | 654,150 | 9% | added |
| 2 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 13.0% | $17.0m | 426,522 | 20% | added |
| 3 | BROS DUTCH BROS INC | Consumer Cyclical | 12.8% | $16.7m | 270,379 | -14% | reduced |
| 4 | NFLX NETFLIX INC | Communication Services | 11.5% | $14.9m | 15,997 | 0% | held |
| 5 | CART MAPLEBEAR INC | Consumer Cyclical | 10.3% | $13.4m | 334,896 | -19% | reduced |
| 6 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 9.4% | $12.3m | 268,103 | 51% | added |
| 7 | REAL THE REALREAL INC | Consumer Cyclical | 6.1% | $7.9m | 1,468,081 | 23% | added |
| 8 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 4.9% | $6.3m | 474,157 | 46% | added |
| 9 | SONO SONOS INC | Technology | 4.2% | $5.5m | 515,000 | 58% | added |
| 10 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.1% | $5.4m | 52,318 | -2% | reduced |
| 11 | JAMF JAMF HLDG CORP | 2.6% | $3.3m | 275,000 | 38% | added | |
| 12 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 1.8% | $2.3m | 61,988 | -24% | reduced |
| 13 | BRZE BRAZE INC | Technology | 1.6% | $2.1m | 57,500 | -32% | reduced |
| 14 | FIVE FIVE BELOW INC | Consumer Cyclical | 1.0% | $1.4m | 18,102 | 0% | held |
| 15 | ALAB ASTERA LABS INC | Technology | 1.0% | $1.2m | 20,920 | 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.