Crescent Park Management, L.P. In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Crescent Park Management, L.P. reported 18 stock positions worth $144.8 million . Its top holding was Broadcom (AVGO) at 21.9% of the portfolio, followed by KKR (KKR, 10.6% ) and Amazon.com (AMZN, 10.2% ). Compared with Q3 2025, it sold out of 6, added to 4 and reduced 14. The biggest buy was KKR (KKR, shares +1% ) and the biggest sale an exit from CCC Intelligent Solutions Ho (CCC).
Location LOS ALTOS, CA
CIK 0001629984
Portfolio Value $144.8M (Q4 2025) Holdings 18 stocks · $144.8M 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 2025 AVGO Broadcom Inc. 91,612 $31.7M Reduce -28.3% KKR KKR & Co. Inc. 120,581 $15.4M Add +0.9% AMZN Amazon.com Inc. 64,187 $14.8M Reduce -10.9% PCOR Procore Technologies Inc. 167,566 $12.2M Reduce -16.3% WIX Wix.com Ltd. 111,248 $11.6M Add +0.2% DASH DoorDash Inc. Class A 48,359 $11.0M Reduce -12.3% WDAY Workday Inc. Class A 32,490 $7.0M Reduce -23.6% GDDY GoDaddy Inc. Class A 50,472 $6.3M Reduce -3.7% DBRG Digitalbridge Group Inc. 398,147 $6.1M Reduce -29.5% GTM Zoominfo Technologies Inc. 568,121 $5.8M Reduce -24.5% CMG Chipotle Mexican Grill Inc. 152,581 $5.6M Add +1.2% NVDA Nvidia Corp. 25,223 $4.7M Reduce -6.7% TSM Taiwan Semiconductor-SP ADR 12,251 $3.7M Reduce -6.0% APO Apollo Global Management Inc. 22,845 $3.3M Reduce -8.0% VVV Valvoline Inc. 106,063 $3.1M Reduce -7.8% BLDR Builders Firstsource Inc. 16,903 $1.7M Reduce -2.6% CLBT Cellebrite Di Ltd. 23,449 $423K Reduce -92.6% BLND Blend Labs Inc. Class A 137,316 $417K Add +81.4%
Options reported separately and not counted above: LUMN calls ($5.7M), FN calls ($5.4M), PSKY calls ($2.0M), RIVN calls ($1.6M), FUBO calls ($1.3M), AEVA calls ($542K), AUR calls ($454K), EVGO calls ($452K), LCID calls ($375K), OUST calls ($372K), AMC calls ($366K), BLNK calls ($204K).
Portfolio Sells Q3 2025 → Q4 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 Q3 2025 % Of Portfolio Change To Portfolio ▲ CCC CCC Intelligent Solutions Ho Sold out 0.00% −6.31 SBAC SBA Communications Corp. Sold out 0.00% −5.17 NABL N-Able Inc. Sold out 0.00% −4.18 CLBT Cellebrite Di Ltd. Reduce -92.6% 0.29% −2.29 BJ Bj's Wholesale Club Holdings Sold out 0.00% −1.52 SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −1.14 BLNK Blink Charging Co. Sold out 0.00% −0.00 BLDR Builders Firstsource Inc. Reduce -2.6% 1.20% +0.27 WDAY Workday Inc. Class A Reduce -23.6% 4.82% +0.31 VVV Valvoline Inc. Reduce -7.8% 2.13% +0.31 GTM Zoominfo Technologies Inc. Reduce -24.5% 3.99% +0.37 APO Apollo Global Management Inc. Reduce -8.0% 2.28% +0.83 DASH DoorDash Inc. Class A Reduce -12.3% 7.57% +0.96 TSM Taiwan Semiconductor-SP ADR Reduce -6.0% 2.57% +0.97 NVDA Nvidia Corp. Reduce -6.7% 3.25% +1.03 GDDY GoDaddy Inc. Class A Reduce -3.7% 4.33% +1.17 DBRG Digitalbridge Group Inc. Reduce -29.5% 4.22% +1.31 PCOR Procore Technologies Inc. Reduce -16.3% 8.42% +1.98 AMZN Amazon.com Inc. Reduce -10.9% 10.23% +3.27 AVGO Broadcom Inc. Reduce -28.3% 21.90% +3.32
Portfolio Buys Q3 2025 → Q4 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 Q3 2025 % Of Portfolio Change To Portfolio ▼ KKR KKR & Co. Inc. Add +0.9% 10.62% +3.77 CMG Chipotle Mexican Grill Inc. Add +1.2% 3.90% +1.29 BLND Blend Labs Inc. Class A Add +81.4% 0.29% +0.17 WIX Wix.com Ltd. Add +0.2% 7.98% −0.71
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ LUMN Lumen Technologies Inc. call Reduce -23.8% 739,400 $5.7M FN Fabrinet call Reduce -10.5% 11,900 $5.4M PSKY Paramount Skydance Class B call Add +0.2% 146,900 $2.0M RIVN Rivian Automotive Inc. Class A call Reduce -9.6% 80,700 $1.6M FUBO Fubotv Inc. call Reduce -3.7% 528,600 $1.3M AEVA Aeva Technologies Inc. call Reduce -40.1% 40,800 $542K AUR Aurora Innovation Inc. call Add +2.1% 118,300 $454K EVGO Evgo Inc. call Reduce -9.7% 155,300 $452K OUST Ouster Inc. call New 17,200 $372K AMC AMC Entertainment HLDS Class A call Reduce -8.8% 234,300 $366K BLNK Blink Charging Co. call Reduce -50.4% 305,600 $204K
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