Investor Details
| Filer Name: | CRESTWOOD CAPITAL MANAGEMENT, L.P. |
|---|---|
| CIK: | 1468395 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 15 |
| Portfolio Value: | $0.14B |
Crestwood Capital Management, L.P. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IBN | US | ICICI BANK LTD-SPON ADR | 602,898 | $18M | 13.24% | 7.5% | - |
| CART | US | MAPLEBEAR INC | 412,041 | $17M | 12.55% | -7.8% | - |
| BROS | US | DUTCH BROS INC-CLASS A | 315,379 | $17M | 12.15% | -8.7% | - |
| VIK | US | VIKING HOLDINGS LTD | 356,522 | $16M | 11.55% | -24.4% | - |
| NFLX | US | NETFLIX INC | 15,997 | $14M | 10.49% | - | - |
| REAL | US | REALREAL INC/THE | 1,193,501 | $13M | 9.59% | - | - |
| BIRK | US | BIRKENSTOCK HOLDING PLC | 177,853 | $10M | 7.41% | 20.3% | - |
| AMD | US | ADVANCED MICRO DEVICES | 53,318 | $6M | 4.74% | - | - |
| DV | US | DOUBLEVERIFY HOLDINGS INC | 324,157 | $6M | 4.58% | -13.4% | - |
| SONO | US | SONOS INC | 325,000 | $5M | 3.59% | 333.3% | - |
| BRZE | US | BRAZE INC-A | 85,000 | $4M | 2.62% | 100.0% | - |
| JAMF | US | JAMF HOLDING CORP | 200,000 | $3M | 2.07% | - | - |
| ALAB | US | ASTERA LABS INC | 20,920 | $3M | 2.04% | - | - |
| HTHT | US | H WORLD GROUP LTD-ADR | 81,988 | $3M | 1.99% | -63.1% | - |
| FIVE | US | FIVE BELOW | 18,102 | $2M | 1.40% | - | - |