Crescent Park Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Crescent Park Management, L.P. reported 11 stock positions worth $40.5 million. Its top holding was Broadcom (AVGO) at 17.2% of the portfolio, followed by Amazon.com (AMZN, 15.2%) and KKR (KKR, 10.9%). Compared with Q1 2026, it opened 4 new positions and reduced 7. The biggest buy was a new position in CCC Intelligent Solutions Ho (CCC) and the biggest sale KKR (KKR, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001629984
- Portfolio Value
- $40.5M (Q2 2026)
- SEC Filing
- 0001629984-26-000006 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $40.5M
| AVGO Broadcom Inc. | 17.15% | 18,458 | $6.9M | Reduce -15.9% |
| AMZN Amazon.com Inc. | 15.17% | 25,640 | $6.1M | Reduce -14.0% |
| KKR KKR & Co. Inc. | 10.86% | 48,017 | $4.4M | Reduce -11.8% |
| CCC CCC Intelligent Solutions Ho | 10.66% | 875,795 | $4.3M | New |
| DASH DoorDash Inc. Class A | 10.55% | 22,904 | $4.3M | Reduce -5.1% |
| APO Apollo Global Management Inc. | 8.47% | 29,364 | $3.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 8.21% | 7,122 | $3.3M | Reduce -16.6% |
| VRSK Verisk Analytics Inc. | 7.82% | 17,704 | $3.2M | New |
| GDDY GoDaddy Inc. Class A | 5.22% | 25,225 | $2.1M | Reduce -14.3% |
| NVDA Nvidia Corp. | 4.64% | 9,518 | $1.9M | Reduce -17.2% |
| TMO Thermo Fisher Scientific Inc. | 1.24% | 1,009 | $503K | New |
Portfolio Sells Q1 2026 → Q2 2026
| KKR KKR & Co. Inc. | Reduce -11.8% | 10.86% | −6.51 |
| AVGO Broadcom Inc. | Reduce -15.9% | 17.15% | −6.30 |
| AMZN Amazon.com Inc. | Reduce -14.0% | 15.17% | −6.26 |
| GDDY GoDaddy Inc. Class A | Reduce -14.3% | 5.22% | −3.17 |
| NVDA Nvidia Corp. | Reduce -17.2% | 4.64% | −2.27 |
| DASH DoorDash Inc. Class A | Reduce -5.1% | 10.55% | −1.95 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.6% | 8.21% | −1.74 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $40.5M | AVGO, AMZN, KKR, CCC, DASH |
| Q1 2026 | 7 | $29.0M | AVGO, AMZN, KKR, DASH, TSM |
| Q4 2025 | 18 | $144.8M | AVGO, KKR, AMZN, PCOR, WIX |
| Q3 2025 | 24 | $226.9M | AVGO, WIX, AMZN, KKR, DASH |
| Q2 2025 | 22 | $235.7M | AVGO, KKR, AMZN, CCC, WIX |
| Q1 2025 | 23 | $199.4M | AVGO, SBAC, KKR, AMZN, CLBT |
| Q4 2024 | 20 | $242.9M | AVGO, CLBT, KKR, AMZN, WIX |
| Q3 2024 | 21 | $228.8M | AVGO, CLBT, KKR, SBAC, GDDY |
| Q2 2024 | 18 | $201.6M | AVGO, GDDY, KKR, SBAC, INST |
| Q1 2024 | 20 | $232.0M | AVGO, ICE, GDDY, KKR, LSXMK |