Crescent Park Management, L.P. In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Crescent Park Management, L.P. reported 20 stock positions worth $242.9 million . Its top holding was Broadcom (AVGO) at 20.0% of the portfolio, followed by Cellebrite Di (CLBT, 16.9% ) and KKR (KKR, 7.8% ). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 8 and reduced 10. The biggest buy was Cellebrite Di (CLBT, shares +8% ) and the biggest sale an exit from Instructure (INST).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $242.9M (Q4 2024) Holdings 20 stocks · $242.9M 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 Q3 2024 AVGO Broadcom Inc. 209,073 $48.5M Reduce -17.5% CLBT Cellebrite Di Ltd. 1,862,482 $41.0M Add +8.3% KKR KKR & Co. Inc. 128,003 $18.9M Reduce -14.8% AMZN Amazon.com Inc. 74,428 $16.3M Reduce -2.8% WIX Wix.com Ltd. 73,891 $15.9M Reduce -5.5% SBAC SBA Communications Corp. 68,359 $13.9M Reduce -7.2% PCOR Procore Technologies Inc. 185,434 $13.9M Reduce -5.7% GDDY GoDaddy Inc. Class A 68,875 $13.6M Reduce -24.7% WDAY Workday Inc. Class A 39,780 $10.3M Add +38.6% NABL N-Able Inc. 947,984 $8.9M Add +32.0% DASH DoorDash Inc. Class A 52,184 $8.8M Reduce -7.8% CCOI Cogent Communications Holdin 83,523 $6.4M Add +1.2% GTM Zoominfo Technologies Inc. 600,363 $6.3M New CCC CCC Intelligent Solutions Ho 434,152 $5.1M Add +34.6% NVDA Nvidia Corp. 26,250 $3.5M Add +108.5% GWRE Guidewire Software Inc. 20,769 $3.5M Reduce -16.1% APO Apollo Global Management Inc. 20,232 $3.3M Add +3.7% TSM Taiwan Semiconductor-SP ADR 12,079 $2.4M Add +40.8% MRVL Marvell Technology Inc. 11,467 $1.3M Reduce -48.7% SPY SS SPDR S&P 500 ETF Trust-US 1,965 $1.2M New
Options reported separately and not counted above: LUMN calls ($5.9M), AUR calls ($2.0M), OUST calls ($1.6M), ROKU calls ($1.3M), ECHO calls ($1.2M), BLNK calls ($970K), LCID calls ($906K), RIVN calls ($875K), CHPT calls ($660K), AEVA calls ($633K), AMC calls ($601K), LAZRQ calls ($601K), and 2 more.
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ INST Instructure Holdings Inc. Sold out 0.00% −4.85 MSFT Microsoft Corp. Sold out 0.00% −2.52 SBAC SBA Communications Corp. Reduce -7.2% 5.74% −2.01 INDI Indie Semiconductor Inc. Class A Sold out 0.00% −0.94 KKR KKR & Co. Inc. Reduce -14.8% 7.79% −0.78 GDDY GoDaddy Inc. Class A Reduce -24.7% 5.60% −0.67 GWRE Guidewire Software Inc. Reduce -16.1% 1.44% −0.54 MRVL Marvell Technology Inc. Reduce -48.7% 0.52% −0.18 DASH DoorDash Inc. Class A Reduce -7.8% 3.60% +0.07 PCOR Procore Technologies Inc. Reduce -5.7% 5.72% +0.41 AMZN Amazon.com Inc. Reduce -2.8% 6.72% +0.48 WIX Wix.com Ltd. Reduce -5.5% 6.53% +0.81 AVGO Broadcom Inc. Reduce -17.5% 19.95% +0.84
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ CLBT Cellebrite Di Ltd. Add +8.3% 16.89% +4.23 GTM Zoominfo Technologies Inc. New 2.60% +2.60 WDAY Workday Inc. Class A Add +38.6% 4.23% +1.16 NVDA Nvidia Corp. Add +108.5% 1.45% +0.78 CCC CCC Intelligent Solutions Ho Add +34.6% 2.10% +0.54 SPY SS SPDR S&P 500 ETF Trust-US New 0.47% +0.47 TSM Taiwan Semiconductor-SP ADR Add +40.8% 0.98% +0.33 APO Apollo Global Management Inc. Add +3.7% 1.38% +0.31 CCOI Cogent Communications Holdin Add +1.2% 2.65% −0.09 NABL N-Able Inc. Add +32.0% 3.64% −0.45
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 10,500 $6.0Mbefore exit LUMN Lumen Technologies Inc. call Add +9.2% 1,117,000 $5.9M OUST Ouster Inc. call Add +1.8% 133,000 $1.6M ROKU Roku Inc. call Add +1.7% 18,000 $1.3M BLNK Blink Charging Co. call Add +200.0% 698,100 $970K LCID Lucid Group Inc. call Add +200.0% 300,000 $906K RIVN Rivian Automotive Inc. Class A call Add +1.9% 65,800 $875K CHPT Chargepoint Holdings Inc. call Add +45.0% 616,500 $660K AEVA Aeva Technologies Inc. call New 133,300 $633K AMC AMC Entertainment HLDS Class A call Reduce -36.8% 151,000 $601K LAZRQ Luminar Technologies Inc. call Add +1400.0% 111,700 $601K EVGO Evgo Inc. call New 93,000 $377K
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