Crescent Park Management, L.P. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Crescent Park Management, L.P. reported 20 stock positions worth $232.0 million . Its top holding was Broadcom (AVGO) at 18.8% of the portfolio, followed by Intercontinental Exchange (ICE, 11.1% ) and GoDaddy Class A (GDDY, 8.7% ). Compared with Q4 2023, it sold out of 1, added to 2 and reduced 18. The biggest buy was Instructure (INST, shares +25% ) and the biggest sale an exit from Crown (CCK).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $232.0M (Q1 2024) Holdings 20 stocks · $232.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 AVGO Broadcom Inc. 32,886 $43.6M Reduce -26.4% ICE Intercontinental Exchange Inc. 187,302 $25.7M Reduce -34.1% GDDY GoDaddy Inc. Class A 169,113 $20.1M Reduce -26.1% KKR KKR & Co. Inc. 175,785 $17.7M Reduce -23.9% LSXMK Liberty Media Corp.-Liber-New 515,394 $15.3M Reduce -32.5% SBAC SBA Communications Corp. 68,132 $14.8M Add +3.7% AMZN Amazon.com Inc. 80,449 $14.5M Reduce -26.2% INST Instructure Holdings Inc. 535,977 $11.5M Add +25.3% WIX Wix.com Ltd. 76,103 $10.5M Reduce -28.8% MSFT Microsoft Corp. 24,716 $10.4M Reduce -30.6% NABL N-Able Inc. 592,828 $7.7M Reduce -21.7% GWRE Guidewire Software Inc. 62,171 $7.3M Reduce -38.7% MRVL Marvell Technology Inc. 101,834 $7.2M Reduce -24.9% DASH DoorDash Inc. Class A 51,512 $7.1M Reduce -24.1% LBRDK Liberty Broadband-C 80,035 $4.6M Reduce -28.5% APO Apollo Global Management Inc. 38,595 $4.3M Reduce -79.0% WDAY Workday Inc. Class A 13,783 $3.8M Reduce -50.9% INDI Indie Semiconductor Inc. Class A 491,749 $3.5M Reduce -18.4% CZR Caesars Entertainment Inc. 44,507 $1.9M Reduce -10.6% CLBT Cellebrite Di Ltd. 51,954 $576K Reduce -84.1%
Options reported separately and not counted above: SPY puts ($20.9M), CANOO INC calls ($1.5M), AUR calls ($883K), GME calls ($523K), FUBO calls ($443K), LCID calls ($285K), AMC calls ($280K), LUMINAR TECHNOLOGIES INC calls ($220K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $70K (not counted above) Security Class Shares / Principal Value Change CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 32,500 $70K Reduce -94.2%
Total filed on the 13F, all lines: $232.1M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ CCK Crown Holdings Inc. Sold out 0.00% −6.02 APO Apollo Global Management Inc. Reduce -79.0% 1.87% −3.43 LBRDK Liberty Broadband-C Reduce -28.5% 1.97% −0.82 WDAY Workday Inc. Class A Reduce -50.9% 1.62% −0.78 CLBT Cellebrite Di Ltd. Reduce -84.1% 0.25% −0.63 GWRE Guidewire Software Inc. Reduce -38.7% 3.13% −0.30 ICE Intercontinental Exchange Inc. Reduce -34.1% 11.10% −0.22 LSXMK Liberty Media Corp.-Liber-New Reduce -32.5% 6.60% −0.21 INDI Indie Semiconductor Inc. Class A Reduce -18.4% 1.50% −0.02 CZR Caesars Entertainment Inc. Reduce -10.6% 0.84% +0.12 NABL N-Able Inc. Reduce -21.7% 3.34% +0.23 MSFT Microsoft Corp. Reduce -30.6% 4.48% +0.33 WIX Wix.com Ltd. Reduce -28.8% 4.51% +0.43 MRVL Marvell Technology Inc. Reduce -24.9% 3.11% +0.57 DASH DoorDash Inc. Class A Reduce -24.1% 3.06% +0.98 AMZN Amazon.com Inc. Reduce -26.2% 6.26% +1.12 GDDY GoDaddy Inc. Class A Reduce -26.1% 8.65% +1.12 KKR KKR & Co. Inc. Reduce -23.9% 7.62% +1.69 AVGO Broadcom Inc. Reduce -26.4% 18.79% +3.31
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ INST Instructure Holdings Inc. Add +25.3% 4.94% +1.36 SBAC SBA Communications Corp. Add +3.7% 6.36% +1.19
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Reduce -83.4% 40,000 $20.9M SIRI Sirius XM Holdings Inc. call Sold out 3,048,000 $16.7Mbefore exit CANOO INC call New 430,000 $1.5M SG Sweetgreen Inc. Class A call Sold out 128,600 $1.5Mbefore exit KODK Eastman Kodak Co. call Sold out 237,200 $925Kbefore exit AUR Aurora Innovation Inc. call Reduce -1.4% 313,200 $883K GME Gamestop Corp. Class A call Reduce -9.1% 41,800 $523K FUBO Fubotv Inc. call Add +7.7% 280,100 $443K AMC AMC Entertainment HLDS Class A call Reduce -1.2% 75,300 $280K AEVA Aeva Technologies Inc. call Sold out 73,120 $277Kbefore exit LUMINAR TECHNOLOGIES INC call Reduce -9.3% 111,700 $220K FSRNQ Fisker Inc. call Sold out 80,900 $142Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 Reduce -94.2% 32,500 $70K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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