Crestwood Capital Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Crestwood Capital Management, L.P. disclosed 13 US equity positions worth $143.6m in its Q3 2025 13F filing. The largest position was VIK at 14.8% of the reported book, followed by IBN and NFLX. Against the Q2 2025 filing, it opened 1 new position, added to 4 and reduced 5 among the top 13 holdings.
What did Crestwood Capital Management, L.P. own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 14.8% | $21.2m | 341,522 | -13% | reduced |
| 2 | IBN ICICI BANK LIMITED | Financial Services | 14.3% | $20.5m | 678,900 | 2% | added |
| 3 | NFLX NETFLIX INC | Communication Services | 13.4% | $19.2m | 15,997 | 0% | held |
| 4 | BROS DUTCH BROS INC | Consumer Cyclical | 11.3% | $16.2m | 310,379 | 15% | added |
| 5 | REAL THE REALREAL INC | Consumer Cyclical | 10.7% | $15.3m | 1,443,081 | -8% | reduced |
| 6 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 9.5% | $13.6m | 1,139,157 | 19% | added |
| 7 | CART MAPLEBEAR INC | Consumer Cyclical | 7.9% | $11.4m | 309,896 | 0% | held |
| 8 | SONO SONOS INC | Technology | 6.8% | $9.7m | 615,000 | 19% | added |
| 9 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 6.3% | $9.1m | 200,603 | -13% | reduced |
| 10 | ALAB ASTERA LABS INC | Technology | 2.9% | $4.1m | 20,920 | 0% | held |
| 11 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.4% | $2.0m | 12,318 | -55% | reduced |
| 12 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.6% | $860.0k | 21,988 | -65% | reduced |
| 13 | ARX ACCELERANT HOLDINGS | 0.2% | $297.8k | 20,000 | – | 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.