Crescent Park Management, L.P.
Net buyer this quarter
$40.5M
11
+$7.12M
98.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVGO | $6.94M | 17.15% | 0.00% | -16.0% | Q1 2016 |
 AMZN | $6.14M | 15.17% | 0.00% | -14.0% | Q1 2020 |
 KKR | $4.39M | 10.86% | 0.01% | -11.8% | Q3 2018 |
 CCC | $4.32M | 10.66% | 0.15% | Not reported | Q3 2024 |
 DASH | $4.27M | 10.55% | Not reported | -5.1% | Q1 2023 |
 APO | $3.43M | 8.47% | 0.01% | Not reported | Q2 2020 |
 TSM | $3.32M | 8.21% | 0.00% | -16.6% | Q3 2024 |
 VRSK | $3.17M | 7.82% | 0.01% | New | Q2 2026 |
 GDDY | $2.11M | 5.22% | 0.02% | -14.3% | Q2 2015 |
 NVDA | $1.88M | 4.64% | 0.00% | -17.2% | Q1 2017 |
 TMO | $503K | 1.24% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AVGO | $6.8M | 23.45% | 0.00% | -76.0% | Q1 2016 |
| AMZN | $6.21M | 21.42% | 0.00% | -53.6% | Q1 2020 |
| KKR | $5.03M | 17.36% | 0.01% | -54.9% | Q3 2018 |
| DASH | $3.62M | 12.50% | Not reported | -50.1% | Q1 2023 |
| TSM | $2.88M | 9.95% | 0.00% | -30.3% | Q3 2024 |
| GDDY | $2.43M | 8.39% | 0.02% | -41.7% | Q2 2015 |
| NVDA | $2M | 6.91% | 0.00% | -54.5% | Q1 2017 |
| Q4 2025 | |||||
| AVGO | $31.7M | 19.38% | 0.00% | -28.3% | Q1 2016 |
| KKR | $15.4M | 9.40% | 0.01% | +0.9% | Q3 2018 |
| AMZN | $14.8M | 9.06% | 0.00% | -10.9% | Q1 2020 |
 PCOR | $12.2M | 7.45% | 0.11% | -16.3% | Q3 2024 |
 WIX | $11.6M | 7.07% | 0.20% | +0.2% | Q3 2023 |
| DASH | $11M | 6.70% | Not reported | -12.3% | Q1 2023 |
 WDAY | $6.98M | 4.27% | 0.01% | -23.7% | Q1 2022 |
| GDDY | $6.26M | 3.83% | 0.04% | -3.7% | Q2 2015 |
 DBRG | $6.11M | 3.73% | 0.22% | -29.5% | Q1 2025 |
 GTM | $5.78M | 3.53% | 0.18% | -24.5% | Q4 2024 |
 CMG | $5.65M | 3.45% | 0.01% | +1.2% | Q3 2025 |
| NVDA | $4.7M | 2.88% | 0.00% | -6.7% | Q1 2017 |
| TSM | $3.72M | 2.28% | 0.00% | -6.1% | Q3 2024 |
| APO | $3.31M | 2.02% | 0.00% | -8.0% | Q2 2020 |
 VVV | $3.08M | 1.88% | 0.08% | -7.8% | Q3 2016 |
 BLDR | $1.74M | 1.06% | 0.02% | -2.6% | Q3 2025 |
 CLBT | $423K | 0.26% | 0.01% | -92.6% | Q3 2021 |
 BLND | $417K | 0.26% | 0.05% | +81.4% | Q1 2025 |
| Q3 2025 | |||||
| AVGO | $42.2M | 16.92% | 0.00% | -24.7% | Q1 2016 |
| WIX | $19.7M | 7.92% | 0.20% | +15.6% | Q3 2023 |
| AMZN | $15.8M | 6.35% | 0.00% | -6.1% | Q1 2020 |
| KKR | $15.5M | 6.24% | 0.01% | -5.7% | Q3 2018 |
| DASH | $15M | 6.02% | Not reported | -5.9% | Q1 2023 |
| PCOR | $14.6M | 5.86% | 0.13% | -6.0% | Q3 2024 |
| CCC | $14.3M | 5.75% | 0.24% | -5.6% | Q3 2024 |
 SBAC | $11.7M | 4.71% | 0.06% | -5.8% | Q3 2023 |
| WDAY | $10.2M | 4.11% | 0.02% | -0.4% | Q1 2022 |
 NABL | $9.48M | 3.81% | 0.65% | -7.3% | Q1 2022 |
| GTM | $8.21M | 3.30% | 0.24% | -7.5% | Q4 2024 |
| GDDY | $7.17M | 2.88% | 0.04% | -4.6% | Q2 2015 |
| DBRG | $6.61M | 2.65% | 0.31% | -6.1% | Q1 2025 |
| CMG | $5.91M | 2.37% | 0.01% | New | Q3 2025 |
| CLBT | $5.86M | 2.35% | 0.13% | -44.5% | Q3 2021 |
| NVDA | $5.04M | 2.02% | 0.00% | -6.1% | Q1 2017 |
| VVV | $4.13M | 1.66% | 0.09% | -6.3% | Q3 2016 |
| TSM | $3.64M | 1.46% | 0.00% | -5.8% | Q3 2024 |
 BJ | $3.44M | 1.38% | 0.03% | -6.3% | Q1 2025 |
| APO | $3.31M | 1.33% | 0.00% | -3.3% | Q2 2020 |
 SPY | $2.58M | 1.04% | Not reported | -7.5% | Q4 2024 |
| BLDR | $2.1M | 0.84% | 0.02% | New | Q3 2025 |
| BLND | $276K | 0.11% | 0.03% | +491.5% | Q1 2025 |
 BLNK | $656 | 0.00% | 0.00% | New | Q3 2025 |