Crescent Park Management, L.P. In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Crescent Park Management, L.P. reported 24 stock positions worth $226.9 million . Its top holding was Broadcom (AVGO) at 18.6% of the portfolio, followed by Wix.com (WIX, 8.7% ) and Amazon.com (AMZN, 7.0% ). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 2 and reduced 19. The biggest buy was a new position in Chipotle Mexican Grill (CMG) and the biggest sale Cellebrite Di (CLBT, shares −45% ).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $226.9M (Q3 2025) Holdings 24 stocks · $226.9M 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 Q2 2025 AVGO Broadcom Inc. 127,768 $42.2M Reduce -24.7% WIX Wix.com Ltd. 111,025 $19.7M Add +15.6% AMZN Amazon.com Inc. 72,004 $15.8M Reduce -6.0% KKR KKR & Co. Inc. 119,509 $15.5M Reduce -5.7% DASH DoorDash Inc. Class A 55,141 $15.0M Reduce -5.9% PCOR Procore Technologies Inc. 200,259 $14.6M Reduce -6.0% CCC CCC Intelligent Solutions Ho 1,571,967 $14.3M Reduce -5.6% SBAC SBA Communications Corp. 60,700 $11.7M Reduce -5.8% WDAY Workday Inc. Class A 42,554 $10.2M Reduce -0.4% NABL N-Able Inc. 1,215,057 $9.5M Reduce -7.3% GTM Zoominfo Technologies Inc. 752,612 $8.2M Reduce -7.5% GDDY GoDaddy Inc. Class A 52,417 $7.2M Reduce -4.6% DBRG Digitalbridge Group Inc. 564,858 $6.6M Reduce -6.1% CMG Chipotle Mexican Grill Inc. 150,833 $5.9M New CLBT Cellebrite Di Ltd. 316,410 $5.9M Reduce -44.5% NVDA Nvidia Corp. 27,022 $5.0M Reduce -6.1% VVV Valvoline Inc. 115,053 $4.1M Reduce -6.3% TSM Taiwan Semiconductor-SP ADR 13,040 $3.6M Reduce -5.8% BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 36,911 $3.4M Reduce -6.3% APO Apollo Global Management Inc. 24,826 $3.3M Reduce -3.3% SPY SS SPDR S&P 500 ETF Trust-US 3,872 $2.6M Reduce -7.5% BLDR Builders Firstsource Inc. 17,350 $2.1M New BLND Blend Labs Inc. Class A 75,706 $276K Add +491.4% BLNK Blink Charging Co. 400 $656 New
Options reported separately and not counted above: LUMN calls ($5.9M), FN calls ($4.8M), PSKY calls ($2.8M), FUBO calls ($2.3M), RIVN calls ($1.3M), BLNK calls ($1.0M), AEVA calls ($987K), LCID calls ($845K), EVGO calls ($814K), AMC calls ($745K), AUR calls ($625K).
Portfolio Sells Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ CLBT Cellebrite Di Ltd. Reduce -44.5% 2.58% −1.29 CCOI Cogent Communications Holdin Sold out 0.00% −1.28 AVGO Broadcom Inc. Reduce -24.7% 18.58% −1.27 SBAC SBA Communications Corp. Reduce -5.8% 5.17% −1.25 GDDY GoDaddy Inc. Class A Reduce -4.6% 3.16% −1.03 CCC CCC Intelligent Solutions Ho Reduce -5.6% 6.31% −0.33 NABL N-Able Inc. Reduce -7.3% 4.18% −0.33 KKR KKR & Co. Inc. Reduce -5.7% 6.84% −0.31 BJ Bj's Wholesale Club Holdings Reduce -6.3% 1.52% −0.29 AMZN Amazon.com Inc. Reduce -6.0% 6.97% −0.17 VVV Valvoline Inc. Reduce -6.3% 1.82% −0.15 APO Apollo Global Management Inc. Reduce -3.3% 1.46% −0.09 SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.5% 1.14% +0.04 GTM Zoominfo Technologies Inc. Reduce -7.5% 3.62% +0.12 WDAY Workday Inc. Class A Reduce -0.4% 4.52% +0.16 PCOR Procore Technologies Inc. Reduce -6.0% 6.44% +0.25 DBRG Digitalbridge Group Inc. Reduce -6.1% 2.91% +0.27 TSM Taiwan Semiconductor-SP ADR Reduce -5.8% 1.61% +0.28 NVDA Nvidia Corp. Reduce -6.1% 2.22% +0.29 DASH DoorDash Inc. Class A Reduce -5.9% 6.61% +0.48
Portfolio Buys Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ CMG Chipotle Mexican Grill Inc. New 2.61% +2.61 WIX Wix.com Ltd. Add +15.6% 8.69% +2.24 BLDR Builders Firstsource Inc. New 0.93% +0.93 BLND Blend Labs Inc. Class A Add +491.4% 0.12% +0.10 BLNK Blink Charging Co. New 0.00% +0.00
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ LUMN Lumen Technologies Inc. call Reduce -29.6% 969,900 $5.9M FN Fabrinet call New 13,300 $4.8M OUST Ouster Inc. call Sold out 136,200 $3.3Mbefore exit PSKY Paramount Skydance Class B call New 146,600 $2.8M FUBO Fubotv Inc. call Add +0.7% 549,100 $2.3M ECHO Echostar Corp. Class A call Sold out 62,600 $1.7Mbefore exit RIVN Rivian Automotive Inc. Class A call Add +28.3% 89,300 $1.3M BLNK Blink Charging Co. call Add +1.1% 616,400 $1.0M AEVA Aeva Technologies Inc. call Reduce -62.0% 68,100 $987K LCID Lucid Group Inc. call Add +14.6% 35,520 $845K EVGO Evgo Inc. call Add +74.3% 172,000 $814K CHPT Chargepoint Holdings Inc. call Sold out 32,595 $458Kbefore exit
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