 |
Size ($ in 1000's)
At 12/31/2023: $168,871
At 09/30/2023: $132,015
Crestwood Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crestwood Capital Management L.P. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Crestwood Capital Management L.P. top holdings by largest position size, as per the latest 13f filing made by Crestwood Capital Management L.P..
In the Crestwood Capital Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Crestwood Capital Management L.P. in that top holding, then the share count change between reporting periods, and finally the Crestwood Capital Management L.P. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ADVANCED MICRO DEVICES INC |
140,450 |
-15,458 |
$20,704 | | AMD | 140,450 | -15,458 | $20,704 | | PROGYNY INC |
464,810 |
-20,957 |
$17,282 | | PGNY | 464,810 | -20,957 | $17,282 | | NETFLIX INC |
34,004 |
-7,535 |
$16,556 | | NFLX | 34,004 | -7,535 | $16,556 | | FIVE BELOW INC |
76,646 |
-10,175 |
$16,338 | | FIVE | 76,646 | -10,175 | $16,338 | | ICICI BANK LIMITED |
576,507 |
-66,709 |
$13,744 | | IBN | 576,507 | -66,709 | $13,744 | | H WORLD GROUP LTD |
407,162 |
+24,346 |
$13,615 | | HTHT | 407,162 | +24,346 | $13,615 | | DOUBLEVERIFY HLDGS INC |
350,531 |
+55,807 |
$12,893 | | DV | 350,531 | +55,807 | $12,893 | | TEXAS INSTRS INC |
64,973 |
+8,043 |
$11,075 | | TXN | 64,973 | +8,043 | $11,075 | | DUTCH BROS INC |
321,097 |
+1,097 |
$10,169 | | BROS | 321,097 | +1,097 | $10,169 | | SYNOPSYS INC |
17,267 |
-46 |
$8,891 | | SNPS | 17,267 | -46 | $8,891 | | MAPLEBEAR INC |
280,958 |
+280,958 |
$6,594 | | CART | 280,958 | +280,958 | $6,594 | | BIRKENSTOCK HOLDING PLC |
133,687 |
+133,687 |
$6,515 | | BIRK | 133,687 | +133,687 | $6,515 | | DATADOG INC |
50,000 |
+50,000 |
$6,069 | | DDOG | 50,000 | +50,000 | $6,069 | | XOMETRY INC |
97,570 |
-180 |
$3,504 | | XMTR | 97,570 | -180 | $3,504 | | ALPHABET INC |
22,603 |
+22,603 |
$3,157 | | GOOGL | 22,603 | +22,603 | $3,157 |
See Full List: All Stocks Held By Crestwood Capital Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Crestwood Capital Management L.P.
|
|
