Crescent Park Management, L.P. In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Crescent Park Management, L.P. reported 22 stock positions worth $235.7 million . Its top holding was Broadcom (AVGO) at 19.8% of the portfolio, followed by KKR (KKR, 7.2% ) and Amazon.com (AMZN, 7.1% ). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 13 and reduced 7. The biggest buy was a new position in Valvoline (VVV) and the biggest sale Cellebrite Di (CLBT, shares −17% ).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $235.7M (Q2 2025) Holdings 22 stocks · $235.7M 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 2025 AVGO Broadcom Inc. 169,704 $46.8M Reduce -19.4% KKR KKR & Co. Inc. 126,708 $16.9M Add +0.8% AMZN Amazon.com Inc. 76,643 $16.8M Add +0.8% CCC CCC Intelligent Solutions Ho 1,664,792 $15.7M Add +46.0% WIX Wix.com Ltd. 96,010 $15.2M Add +25.7% SBAC SBA Communications Corp. 64,468 $15.1M Reduce -9.3% PCOR Procore Technologies Inc. 213,047 $14.6M Add +12.6% DASH DoorDash Inc. Class A 58,603 $14.4M Add +10.4% NABL N-Able Inc. 1,310,560 $10.6M Add +0.8% WDAY Workday Inc. Class A 42,736 $10.3M Add +1.2% GDDY GoDaddy Inc. Class A 54,927 $9.9M Reduce -1.9% CLBT Cellebrite Di Ltd. 570,232 $9.1M Reduce -16.6% GTM Zoominfo Technologies Inc. 813,963 $8.2M Add +12.2% DBRG Digitalbridge Group Inc. 601,381 $6.2M Add +11.1% VVV Valvoline Inc. 122,742 $4.6M New NVDA Nvidia Corp. 28,769 $4.5M Add +0.7% BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 39,406 $4.2M Add +101.5% APO Apollo Global Management Inc. 25,664 $3.6M Reduce -0.2% TSM Taiwan Semiconductor-SP ADR 13,841 $3.1M Add +5.6% CCOI Cogent Communications Holdin 62,368 $3.0M Reduce -19.1% SPY SS SPDR S&P 500 ETF Trust-US 4,187 $2.6M Reduce -5.0% BLND Blend Labs Inc. Class A 12,800 $42K No change
Options reported separately and not counted above: AEVA calls ($6.8M), LUMN calls ($6.0M), OUST calls ($3.3M), FUBO calls ($2.1M), ECHO calls ($1.7M), RIVN calls ($956K), AMC calls ($796K), LCID calls ($654K), AUR calls ($607K), BLNK calls ($573K), CHPT calls ($458K), EVGO calls ($360K).
Portfolio Sells Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▲ CLBT Cellebrite Di Ltd. Reduce -16.6% 3.87% −2.79 SBAC SBA Communications Corp. Reduce -9.3% 6.42% −1.41 CCOI Cogent Communications Holdin Reduce -19.1% 1.28% −1.10 GDDY GoDaddy Inc. Class A Reduce -1.9% 4.20% −0.86 GWRE Guidewire Software Inc. Sold out 0.00% −0.58 MRVL Marvell Technology Inc. Sold out 0.00% −0.34 APO Apollo Global Management Inc. Reduce -0.2% 1.54% −0.22 SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.0% 1.10% −0.14 AVGO Broadcom Inc. Reduce -19.4% 19.85% +2.17
Portfolio Buys Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▼ VVV Valvoline Inc. New 1.97% +1.97 CCC CCC Intelligent Solutions Ho Add +46.0% 6.65% +1.48 DASH DoorDash Inc. Class A Add +10.4% 6.13% +1.26 BJ Bj's Wholesale Club Holdings Add +101.5% 1.80% +0.68 NVDA Nvidia Corp. Add +0.7% 1.93% +0.38 DBRG Digitalbridge Group Inc. Add +11.1% 2.64% +0.25 TSM Taiwan Semiconductor-SP ADR Add +5.6% 1.33% +0.24 WIX Wix.com Ltd. Add +25.7% 6.45% +0.20 PCOR Procore Technologies Inc. Add +12.6% 6.18% −0.08 AMZN Amazon.com Inc. Add +0.8% 7.13% −0.12 NABL N-Able Inc. Add +0.8% 4.50% −0.12 KKR KKR & Co. Inc. Add +0.8% 7.15% −0.14 GTM Zoominfo Technologies Inc. Add +12.2% 3.49% −0.14 WDAY Workday Inc. Class A Add +1.2% 4.35% −0.59
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ AEVA Aeva Technologies Inc. call Add +29.1% 179,300 $6.8M LUMN Lumen Technologies Inc. call Add +40.4% 1,377,500 $6.0M FUBO Fubotv Inc. call Add +1.3% 545,400 $2.1M ECHO Echostar Corp. Class A call Add +14.0% 62,600 $1.7M ROKU Roku Inc. call Sold out 18,100 $1.3Mbefore exit RIVN Rivian Automotive Inc. Class A call Add +1.5% 69,600 $956K AMC AMC Entertainment HLDS Class A call Add +1.5% 256,900 $796K LCID Lucid Group Inc. call Add +1.5% 310,000 $654K AUR Aurora Innovation Inc. call Reduce -29.1% 115,900 $607K BLNK Blink Charging Co. call Add +25.7% 609,800 $573K CHPT Chargepoint Holdings Inc. call Add +1.5% 651,900 $458K LAZRQ Luminar Technologies Inc. call Sold out 71,600 $386Kbefore exit EVGO Evgo Inc. call Add +1.9% 98,700 $360K
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