Crescent Park Management, L.P.

Name: Crescent Park Management, L.P. 13F holdings, Q3 2024
Creator: Crescent Park Management, L.P.
Published: 2024-11-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Crescent Park Management, L.P. reported 21 stock positions worth $228.8 million. Its top holding was Broadcom (AVGO) at 19.1% of the portfolio, followed by Cellebrite Di (CLBT, 12.7%) and KKR (KKR, 8.6%). Compared with Q2 2024, it opened 4 new positions, sold out of 1, added to 5 and reduced 12. The biggest buy was Cellebrite Di (CLBT, shares +3211%) and the biggest sale Broadcom (AVGO, shares −14%).

Most Recent 13F: Q2 2026
Location: LOS ALTOS, CA
CIK: 0001629984
Portfolio Value: $228.8M (Q3 2024)
SEC Filing: 0001629984-24-000004 ↗ filed Nov 13, 2024

Holdings Value

Holdings 21 stocks · $228.8M


AVGO Broadcom Inc.	19.11%	253,533	$43.7M	Reduce -14.0%
CLBT Cellebrite Di Ltd.	12.66%	1,719,948	$29.0M	Add +3210.5%
KKR KKR & Co. Inc.	8.58%	150,253	$19.6M	Reduce -5.3%
SBAC SBA Communications Corp.	7.75%	73,642	$17.7M	Reduce -4.2%
GDDY GoDaddy Inc. Class A	6.27%	91,517	$14.3M	Reduce -24.2%
AMZN Amazon.com Inc.	6.24%	76,588	$14.3M	Reduce -0.5%
WIX Wix.com Ltd.	5.71%	78,205	$13.1M	Reduce -4.2%
PCOR Procore Technologies Inc.	5.30%	196,656	$12.1M	New
INST Instructure Holdings Inc.	4.85%	471,311	$11.1M	Reduce -26.6%
NABL N-Able Inc.	4.10%	718,041	$9.4M	Reduce -5.4%
DASH DoorDash Inc. Class A	3.53%	56,624	$8.1M	Add +4.6%
WDAY Workday Inc. Class A	3.07%	28,706	$7.0M	Add +2.4%
CCOI Cogent Communications Holdin	2.74%	82,521	$6.3M	Add +1.3%
MSFT Microsoft Corp.	2.52%	13,415	$5.8M	Reduce -20.0%
GWRE Guidewire Software Inc.	1.98%	24,751	$4.5M	Reduce -49.1%
CCC CCC Intelligent Solutions Ho	1.56%	322,600	$3.6M	New
APO Apollo Global Management Inc.	1.07%	19,509	$2.4M	Reduce -49.3%
INDI Indie Semiconductor Inc. Class A	0.94%	539,749	$2.2M	Add +9.8%
MRVL Marvell Technology Inc.	0.71%	22,372	$1.6M	Reduce -76.4%
NVDA Nvidia Corp.	0.67%	12,587	$1.5M	New
TSM Taiwan Semiconductor-SP ADR	0.65%	8,578	$1.5M	New

Options reported separately and not counted above: LUMN calls ($7.3M), SPY puts ($6.0M), AUR calls ($1.9M), ROKU calls ($1.3M), ECHO calls ($1.3M), AMC calls ($1.1M), OUST calls ($823K), RIVN calls ($725K), CHPT calls ($583K), FUBO calls ($568K), BLNK calls ($400K), LCID calls ($353K), and 1 more.

Portfolio Sells Q2 2024 → Q3 2024


AVGO Broadcom Inc.	Reduce -14.0%	19.11%	−4.38
LSXMK Liberty Media Corp.-Liber-New	Sold out	0.00%	−2.65
INST Instructure Holdings Inc.	Reduce -26.6%	4.85%	−2.61
MRVL Marvell Technology Inc.	Reduce -76.4%	0.71%	−2.58
GDDY GoDaddy Inc. Class A	Reduce -24.2%	6.27%	−2.10
NABL N-Able Inc.	Reduce -5.4%	4.10%	−1.63
GWRE Guidewire Software Inc.	Reduce -49.1%	1.98%	−1.34
MSFT Microsoft Corp.	Reduce -20.0%	2.52%	−1.19
APO Apollo Global Management Inc.	Reduce -49.3%	1.07%	−1.19
AMZN Amazon.com Inc.	Reduce -0.5%	6.24%	−1.14
WIX Wix.com Ltd.	Reduce -4.2%	5.71%	−0.73
SBAC SBA Communications Corp.	Reduce -4.2%	7.75%	+0.26
KKR KKR & Co. Inc.	Reduce -5.3%	8.58%	+0.29

Portfolio Buys Q2 2024 → Q3 2024


CLBT Cellebrite Di Ltd.	Add +3210.5%	12.66%	+12.35
PCOR Procore Technologies Inc.	New	5.30%	+5.30
CCC CCC Intelligent Solutions Ho	New	1.56%	+1.56
NVDA Nvidia Corp.	New	0.67%	+0.67
TSM Taiwan Semiconductor-SP ADR	New	0.65%	+0.65
DASH DoorDash Inc. Class A	Add +4.6%	3.53%	+0.61
CCOI Cogent Communications Holdin	Add +1.3%	2.74%	+0.46
WDAY Workday Inc. Class A	Add +2.4%	3.07%	−0.04
INDI Indie Semiconductor Inc. Class A	Add +9.8%	0.94%	−0.56

Options Activity Q2 2024 → Q3 2024


LUMN Lumen Technologies Inc.	call	Add +155.8%	1,023,000	$7.3M
SPY SS SPDR S&P 500 ETF Trust-US	put	Reduce -33.5%	10,500	$6.0M
ROKU Roku Inc.	call	New	17,700	$1.3M
ECHO Echostar Corp. Class A	call	Reduce -4.5%	52,500	$1.3M
AMC AMC Entertainment HLDS Class A	call	Add +58.1%	238,800	$1.1M
GME Gamestop Corp. Class A	call	Sold out	41,800	$1.0Mbefore exit
OUST Ouster Inc.	call	New	130,600	$823K
RIVN Rivian Automotive Inc. Class A	call	New	64,600	$725K
CHPT Chargepoint Holdings Inc.	call	New	425,200	$583K
BLNK Blink Charging Co.	call	New	232,700	$400K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q2 2024 → Q3 2024


CLBTW Cellebrite Di Ltd. -CW23	*W EXP 99/99/999	Sold out	32,500	$94Kbefore exit

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