Crestwood Capital Management, L.P.
Net seller this quarter
$153M
16
-$32.3M
85.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VIK | $21.7M | 14.21% | Not reported | -33.5% | Q2 2024 |
 BROS | $16.8M | 11.03% | 0.15% | -25.6% | Q3 2023 |
 IBN | $16.3M | 10.66% | Not reported | -20.9% | Q2 2014 |
 REAL | $15.3M | 10.04% | 1.07% | -8.3% | Q4 2022 |
 SONO | $12.7M | 8.29% | 0.79% | -20.0% | Q2 2020 |
 FPS | $10.8M | 7.06% | Not reported | -31.1% | Q1 2026 |
 AKAM | $10.7M | 6.99% | 0.06% | +3.2% | Q4 2025 |
 ALAB | $9.52M | 6.24% | 0.01% | -5.8% | Q1 2024 |
 VRT | $9.28M | 6.08% | 0.01% | New | Q2 2026 |
 FTAI | $7.43M | 4.87% | 0.03% | +52.6% | Q1 2026 |
 BIRK | $5.23M | 3.43% | 0.06% | -33.6% | Q4 2023 |
 NFLX | $4.82M | 3.16% | 0.00% | -46.0% | Q1 2018 |
 DV | $4.01M | 2.63% | 0.24% | -62.2% | Q4 2022 |
 DT | $3.64M | 2.38% | 0.03% | +89.3% | Q1 2026 |
 CART | $2.41M | 1.58% | 0.02% | -42.3% | Q4 2023 |
 TOST | $2.06M | 1.35% | 0.03% | -1.1% | Q4 2021 |
| Q1 2026 | |||||
| VIK | $22.9M | 15.73% | Not reported | -6.0% | Q2 2024 |
| IBN | $18.4M | 12.62% | Not reported | +4.4% | Q2 2014 |
| BROS | $16M | 10.98% | 0.20% | +10.5% | Q3 2023 |
| SONO | $15.7M | 10.77% | 0.97% | +23.2% | Q2 2020 |
| REAL | $12.9M | 8.85% | 1.18% | +5.6% | Q4 2022 |
| NFLX | $12M | 8.26% | 0.00% | -10.7% | Q1 2018 |
| AKAM | $10M | 6.91% | 0.06% | Not reported | Q4 2025 |
| DV | $9.3M | 6.39% | 0.63% | -14.1% | Q4 2022 |
| FPS | $8.2M | 5.63% | Not reported | New | Q1 2026 |
| BIRK | $6.57M | 4.51% | 0.10% | +37.5% | Q4 2023 |
| FTAI | $4.41M | 3.03% | 0.02% | New | Q1 2026 |
| CART | $3.3M | 2.27% | 0.04% | -69.6% | Q4 2023 |
| ALAB | $2.29M | 1.58% | 0.01% | Not reported | Q1 2024 |
| TOST | $1.99M | 1.37% | 0.03% | Not reported | Q4 2021 |
| DT | $1.62M | 1.11% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| VIK | $23.7M | 14.99% | Not reported | -2.9% | Q2 2024 |
| REAL | $21.2M | 13.42% | 1.14% | -6.9% | Q4 2022 |
| IBN | $20.2M | 12.81% | Not reported | Not reported | Q2 2014 |
| BROS | $17.5M | 11.06% | 0.19% | -8.1% | Q3 2023 |
| SONO | $16.7M | 10.56% | 0.79% | +54.5% | Q2 2020 |
| NFLX | $13.1M | 8.31% | 0.00% | -12.5% | Q1 2018 |
| CART | $13M | 8.25% | 0.12% | -6.5% | Q4 2023 |
| DV | $13M | 8.25% | 0.70% | Not reported | Q4 2022 |
| AKAM | $7.63M | 4.83% | 0.06% | New | Q4 2025 |
| BIRK | $5.45M | 3.45% | 0.07% | -33.5% | Q4 2023 |
| ALAB | $3.48M | 2.20% | 0.01% | Not reported | Q1 2024 |
 AMD | $2.64M | 1.67% | 0.00% | Not reported | Q2 2022 |
 ARX | $327K | 0.21% | 0.01% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| VIK | $21.2M | 14.78% | Not reported | -12.8% | Q2 2024 |
| IBN | $20.5M | 14.29% | Not reported | +2.3% | Q2 2014 |
| NFLX | $19.2M | 13.36% | 0.00% | Not reported | Q1 2018 |
| BROS | $16.2M | 11.31% | 0.20% | +14.8% | Q3 2023 |
| REAL | $15.3M | 10.68% | 1.24% | -8.0% | Q4 2022 |
| DV | $13.6M | 9.50% | 0.71% | +18.8% | Q4 2022 |
| CART | $11.4M | 7.93% | 0.12% | Not reported | Q4 2023 |
| SONO | $9.72M | 6.77% | 0.51% | +19.4% | Q2 2020 |
| BIRK | $9.08M | 6.32% | 0.11% | -13.0% | Q4 2023 |
| ALAB | $4.1M | 2.85% | 0.01% | Not reported | Q1 2024 |
| AMD | $1.99M | 1.39% | 0.00% | -54.9% | Q2 2022 |
 HTHT | $860K | 0.60% | 0.00% | -64.5% | Q1 2021 |
| ARX | $298K | 0.21% | 0.01% | New | Q3 2025 |