Crescent Park Management, L.P. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Crescent Park Management, L.P. reported 18 stock positions worth $201.6 million . Its top holding was Broadcom (AVGO) at 23.5% of the portfolio, followed by GoDaddy Class A (GDDY, 8.4% ) and KKR (KKR, 8.3% ). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 6 and reduced 9. The biggest buy was Instructure (INST, shares +20% ) and the biggest sale an exit from Intercontinental Exchange (ICE).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $201.6M (Q2 2024) Holdings 18 stocks · $201.6M 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 Q1 2024 AVGO Broadcom Inc. 29,494 $47.4M Reduce -10.3% GDDY GoDaddy Inc. Class A 120,729 $16.9M Reduce -28.6% KKR KKR & Co. Inc. 158,605 $16.7M Reduce -9.8% SBAC SBA Communications Corp. 76,886 $15.1M Add +12.8% INST Instructure Holdings Inc. 642,585 $15.0M Add +19.9% AMZN Amazon.com Inc. 76,991 $14.9M Reduce -4.3% WIX Wix.com Ltd. 81,641 $13.0M Add +7.3% NABL N-Able Inc. 758,828 $11.6M Add +28.0% MSFT Microsoft Corp. 16,761 $7.5M Reduce -32.2% GWRE Guidewire Software Inc. 48,586 $6.7M Reduce -21.9% MRVL Marvell Technology Inc. 94,672 $6.6M Reduce -7.0% WDAY Workday Inc. Class A 28,023 $6.3M Add +103.3% DASH DoorDash Inc. Class A 54,112 $5.9M Add +5.0% LSXMK Liberty Media Corp.-Liber-New 241,408 $5.3M Reduce -53.2% CCOI Cogent Communications Holdin 81,440 $4.6M New APO Apollo Global Management Inc. 38,502 $4.5M Reduce -0.2% INDI Indie Semiconductor Inc. Class A 491,749 $3.0M No change CLBT Cellebrite Di Ltd. 51,954 $621K No change
Options reported separately and not counted above: SPY puts ($8.6M), GME calls ($1.0M), ECHO calls ($980K), AUR calls ($868K), AMC calls ($752K), FUBO calls ($496K), LUMN calls ($440K), LCID calls ($261K), LUMINAR TECHNOLOGIES INC calls ($166K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $94K (not counted above) Security Class Shares / Principal Value Change CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 32,500 $94K No change
Total filed on the 13F, all lines: $201.7M.
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ ICE Intercontinental Exchange Inc. Sold out 0.00% −11.10 LSXMK Liberty Media Corp.-Liber-New Reduce -53.2% 2.65% −3.95 LBRDK Liberty Broadband-C Sold out 0.00% −1.97 CZR Caesars Entertainment Inc. Sold out 0.00% −0.84 MSFT Microsoft Corp. Reduce -32.2% 3.72% −0.77 GDDY GoDaddy Inc. Class A Reduce -28.6% 8.37% −0.28 MRVL Marvell Technology Inc. Reduce -7.0% 3.28% +0.17 GWRE Guidewire Software Inc. Reduce -21.9% 3.32% +0.20 APO Apollo Global Management Inc. Reduce -0.2% 2.26% +0.38 KKR KKR & Co. Inc. Reduce -9.8% 8.28% +0.66 AMZN Amazon.com Inc. Reduce -4.3% 7.38% +1.13 AVGO Broadcom Inc. Reduce -10.3% 23.49% +4.70
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ INST Instructure Holdings Inc. Add +19.9% 7.46% +2.52 NABL N-Able Inc. Add +28.0% 5.73% +2.39 CCOI Cogent Communications Holdin New 2.28% +2.28 WIX Wix.com Ltd. Add +7.3% 6.44% +1.93 WDAY Workday Inc. Class A Add +103.3% 3.11% +1.49 SBAC SBA Communications Corp. Add +12.8% 7.49% +1.12 DASH DoorDash Inc. Class A Add +5.0% 2.92% −0.14
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Reduce -60.5% 15,800 $8.6M CANOO INC call Sold out 430,000 $1.5Mbefore exit ECHO Echostar Corp. Class A call New 55,000 $980K AMC AMC Entertainment HLDS Class A call Add +100.5% 151,000 $752K FUBO Fubotv Inc. call Add +42.8% 400,000 $496K LUMN Lumen Technologies Inc. call New 400,000 $440K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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