Crestwood Capital Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Crestwood Capital Management, L.P. disclosed 14 US equity positions worth $146.8m in its Q2 2025 13F filing. The largest position was IBN at 15.2% of the reported book, followed by NFLX and VIK. Against the Q1 2025 filing, it opened 1 new position, added to 4 and reduced 4 among the top 14 holdings.
What did Crestwood Capital Management, L.P. own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK LIMITED | Financial Services | 15.2% | $22.3m | 663,900 | 1% | added |
| 2 | NFLX NETFLIX INC | Communication Services | 14.6% | $21.4m | 15,997 | 0% | held |
| 3 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 14.2% | $20.9m | 391,522 | -8% | reduced |
| 4 | BROS DUTCH BROS INC | Consumer Cyclical | 12.6% | $18.5m | 270,379 | 0% | held |
| 5 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 9.8% | $14.4m | 959,157 | 102% | added |
| 6 | CART MAPLEBEAR INC | Consumer Cyclical | 9.5% | $14.0m | 309,896 | -7% | reduced |
| 7 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 7.7% | $11.3m | 230,603 | -14% | reduced |
| 8 | REAL THE REALREAL INC | Consumer Cyclical | 5.1% | $7.5m | 1,568,081 | 7% | added |
| 9 | SONO SONOS INC | Technology | 3.8% | $5.6m | 515,000 | 0% | held |
| 10 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.6% | $3.9m | 27,318 | -48% | reduced |
| 11 | JAMF JAMF HLDG CORP | 1.8% | $2.7m | 285,000 | 4% | added | |
| 12 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 1.4% | $2.1m | 61,988 | 0% | held |
| 13 | ALAB ASTERA LABS INC | Technology | 1.3% | $1.9m | 20,920 | 0% | held |
| 14 | CHYM CHIME FINL INC | Technology | 0.2% | $361.0k | 10,460 | – | 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.