Crestwood Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Crestwood Capital Management, L.P. disclosed 16 US equity positions worth $152.7m in its Q2 2026 13F filing. The largest position was VIK at 14.2% of the reported book, followed by BROS and IBN. Against the Q1 2026 filing, it opened 1 new position, added to 3 and reduced 12 among the top 16 holdings.
What did Crestwood Capital Management, L.P. own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 14.2% | $21.7m | 207,226 | -33% | reduced |
| 2 | BROS DUTCH BROS INC | Consumer Cyclical | 11.0% | $16.8m | 234,569 | -26% | reduced |
| 3 | IBN ICICI BANK LIMITED | Financial Services | 10.7% | $16.3m | 560,822 | -21% | reduced |
| 4 | REAL THE REALREAL INC | Consumer Cyclical | 10.0% | $15.3m | 1,300,404 | -8% | reduced |
| 5 | SONO SONOS INC | Technology | 8.3% | $12.7m | 935,812 | -20% | reduced |
| 6 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 7.1% | $10.8m | 192,866 | -31% | reduced |
| 7 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 7.0% | $10.7m | 90,300 | 3% | added |
| 8 | ALAB ASTERA LABS INC | Technology | 6.2% | $9.5m | 19,717 | -6% | reduced |
| 9 | VRT VERTIV HOLDINGS CO | Industrials | 6.1% | $9.3m | 27,711 | – | new |
| 10 | FTAI AVIATION LTD | 4.9% | $7.4m | 27,464 | 53% | added | |
| 11 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 3.4% | $5.2m | 121,658 | -34% | reduced |
| 12 | NFLX NETFLIX INC. | Communication Services | 3.2% | $4.8m | 67,494 | -46% | reduced |
| 13 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 2.6% | $4.0m | 370,060 | -62% | reduced |
| 14 | DT DYNATRACE INC | Technology | 2.4% | $3.6m | 82,898 | 89% | added |
| 15 | CART MAPLEBEAR INC | Consumer Cyclical | 1.6% | $2.4m | 50,825 | -42% | reduced |
| 16 | TOST TOAST INC | Technology | 1.4% | $2.1m | 74,212 | -1% | reduced |
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.