Crestwood Capital Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Crestwood Capital Management, L.P. disclosed 13 US equity positions worth $158.0m in its Q4 2025 13F filing. The largest position was VIK at 15.0% of the reported book, followed by REAL and IBN. Against the Q3 2025 filing, it opened 1 new position, added to 2 and reduced 5 among the top 13 holdings.
What did Crestwood Capital Management, L.P. own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 15.0% | $23.7m | 331,522 | -3% | reduced |
| 2 | REAL THE REALREAL INC | Consumer Cyclical | 13.4% | $21.2m | 1,343,081 | -7% | reduced |
| 3 | IBN ICICI BANK LIMITED | Financial Services | 12.8% | $20.2m | 678,900 | 0% | held |
| 4 | BROS DUTCH BROS INC | Consumer Cyclical | 11.1% | $17.5m | 285,379 | -8% | reduced |
| 5 | SONO SONOS INC | Technology | 10.6% | $16.7m | 950,000 | 54% | added |
| 6 | NFLX NETFLIX INC | Communication Services | 8.3% | $13.1m | 139,970 | 775% | added |
| 7 | CART MAPLEBEAR INC | Consumer Cyclical | 8.3% | $13.0m | 289,896 | -6% | reduced |
| 8 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 8.2% | $13.0m | 1,139,157 | 0% | held |
| 9 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 4.8% | $7.6m | 87,500 | – | new |
| 10 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 3.5% | $5.5m | 133,332 | -34% | reduced |
| 11 | ALAB ASTERA LABS INC | Technology | 2.2% | $3.5m | 20,920 | 0% | held |
| 12 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.7% | $2.6m | 12,318 | 0% | held |
| 13 | ARX ACCELERANT HOLDINGS | 0.2% | $327.0k | 20,000 | 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.