Crescent Park Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Crescent Park Management, L.P. reported 7 stock positions worth $29.0 million. Its top holding was Broadcom (AVGO) at 23.5% of the portfolio, followed by Amazon.com (AMZN, 21.4%) and KKR (KKR, 17.4%). Compared with Q4 2025, it sold out of 11 and reduced 7. The biggest sale was an exit from Procore Technologies (PCOR).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001629984
- Portfolio Value
- $29.0M (Q1 2026)
- SEC Filing
- 0001629984-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 7 stocks · $29.0M
| AVGO Broadcom Inc. | 23.45% | 21,962 | $6.8M | Reduce -76.0% |
| AMZN Amazon.com Inc. | 21.42% | 29,818 | $6.2M | Reduce -53.5% |
| KKR KKR & Co. Inc. | 17.36% | 54,411 | $5.0M | Reduce -54.9% |
| DASH DoorDash Inc. Class A | 12.50% | 24,137 | $3.6M | Reduce -50.1% |
| TSM Taiwan Semiconductor-SP ADR | 9.95% | 8,535 | $2.9M | Reduce -30.3% |
| GDDY GoDaddy Inc. Class A | 8.39% | 29,432 | $2.4M | Reduce -41.7% |
| NVDA Nvidia Corp. | 6.91% | 11,489 | $2.0M | Reduce -54.5% |
Portfolio Sells Q4 2025 → Q1 2026
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −8.42 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −7.98 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −4.82 |
| DBRG Digitalbridge Group Inc. | Sold out | 0.00% | −4.22 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −3.99 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −3.90 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −2.28 |
| VVV Valvoline Inc. | Sold out | 0.00% | −2.13 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −1.20 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −0.29 |
| BLND Blend Labs Inc. Class A | Sold out | 0.00% | −0.29 |
| AVGO Broadcom Inc. | Reduce -76.0% | 23.45% | +1.55 |
| NVDA Nvidia Corp. | Reduce -54.5% | 6.91% | +3.66 |
| GDDY GoDaddy Inc. Class A | Reduce -41.7% | 8.39% | +4.07 |
| DASH DoorDash Inc. Class A | Reduce -50.1% | 12.50% | +4.94 |
| KKR KKR & Co. Inc. | Reduce -54.9% | 17.36% | +6.74 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.3% | 9.95% | +7.38 |
| AMZN Amazon.com Inc. | Reduce -53.5% | 21.42% | +11.19 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
Options Activity Q4 2025 → Q1 2026
| LUMN Lumen Technologies Inc. | call | Sold out | 739,400 | $5.7Mbefore exit |
| FN Fabrinet | call | Sold out | 11,900 | $5.4Mbefore exit |
| PSKY Paramount Skydance Class B | call | Sold out | 146,900 | $2.0Mbefore exit |
| RIVN Rivian Automotive Inc. Class A | call | Sold out | 80,700 | $1.6Mbefore exit |
| FUBO Fubotv Inc. | call | Sold out | 528,600 | $1.3Mbefore exit |
| AEVA Aeva Technologies Inc. | call | Sold out | 40,800 | $542Kbefore exit |
| AUR Aurora Innovation Inc. | call | Sold out | 118,300 | $454Kbefore exit |
| EVGO Evgo Inc. | call | Sold out | 155,300 | $452Kbefore exit |
| LCID Lucid Group Inc. | call | Sold out | 35,520 | $375Kbefore exit |
| OUST Ouster Inc. | call | Sold out | 17,200 | $372Kbefore exit |
| AMC AMC Entertainment HLDS Class A | call | Sold out | 234,300 | $366Kbefore exit |
| BLNK Blink Charging Co. | call | Sold out | 305,600 | $204Kbefore 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 |