Crestwood Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Crestwood Capital Management, L.P. disclosed 15 US equity positions worth $145.5m in its Q1 2026 13F filing. The largest position was VIK at 15.7% of the reported book, followed by IBN and BROS.
What did Crestwood Capital Management, L.P. own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 15.7% | $22.9m | 311,522 | – | |
| 2 | IBN ICICI BANK LIMITED | Financial Services | 12.6% | $18.4m | 708,900 | – | |
| 3 | BROS DUTCH BROS INC | Consumer Cyclical | 11.0% | $16.0m | 315,379 | – | |
| 4 | SONO SONOS INC | Technology | 10.8% | $15.7m | 1,170,000 | – | |
| 5 | REAL THE REALREAL INC | Consumer Cyclical | 8.8% | $12.9m | 1,418,081 | – | |
| 6 | NFLX NETFLIX INC. | Communication Services | 8.3% | $12.0m | 124,970 | – | |
| 7 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 6.9% | $10.0m | 87,500 | – | |
| 8 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 6.4% | $9.3m | 979,157 | – | |
| 9 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 5.6% | $8.2m | 280,000 | – | |
| 10 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 4.5% | $6.6m | 183,332 | – | |
| 11 | FTAI AVIATION LTD | 3.0% | $4.4m | 18,000 | – | ||
| 12 | CART MAPLEBEAR INC | Consumer Cyclical | 2.3% | $3.3m | 88,017 | – | |
| 13 | ALAB ASTERA LABS INC | Technology | 1.6% | $2.3m | 20,920 | – | |
| 14 | TOST TOAST INC | Technology | 1.4% | $2.0m | 75,000 | – | |
| 15 | DT DYNATRACE INC | Technology | 1.1% | $1.6m | 43,802 | – |
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.