Crestwood Capital Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Crestwood Capital Management, L.P. reported 16 stock positions worth $152.7 million. Its top holding was Viking (VIK) at 14.2% of the portfolio, followed by Dutch Bros Class A (BROS, 11.0%) and Icici Bank Ltd.-Spon ADR (IBN, 10.7%). Compared with Q1 2026, it opened 1 new position, added to 3 and reduced 12. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale Netflix (NFLX, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001468395
- Portfolio Value
- $152.7M (Q2 2026)
- SEC Filing
- 0001468395-26-000005 ↗ filed Aug 10, 2026
Holdings Value
Holdings 16 stocks · $152.7M
| VIK Viking Holdings Ltd. | 14.21% | 207,226 | $21.7M | Reduce -33.5% |
| BROS Dutch Bros Inc. Class A | 11.03% | 234,569 | $16.8M | Reduce -25.6% |
| IBN Icici Bank Ltd.-Spon ADR | 10.66% | 560,822 | $16.3M | Reduce -20.9% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 10.04% | 1,300,404 | $15.3M | Reduce -8.3% |
| SONO Sonos Inc. | 8.29% | 935,812 | $12.7M | Reduce -20.0% |
| FPS Forgent Power Solutions Class A | 7.06% | 192,866 | $10.8M | Reduce -31.1% |
| AKAM Akamai Technologies Inc. | 6.99% | 90,300 | $10.7M | Add +3.2% |
| ALAB Astera Labs Inc. | 6.24% | 19,717 | $9.5M | Reduce -5.8% |
| VRT Vertiv Holdings Co. Class A | 6.08% | 27,711 | $9.3M | New |
| FTAI Ftai Aviation Ltd. | 4.87% | 27,464 | $7.4M | Add +52.6% |
| BIRK Birkenstock Holding PLC | 3.43% | 121,658 | $5.2M | Reduce -33.6% |
| NFLX Netflix Inc. | 3.16% | 67,494 | $4.8M | Reduce -46.0% |
| DV Doubleverify Holdings Inc. | 2.63% | 370,060 | $4.0M | Reduce -62.2% |
| DT Dynatrace Inc. | 2.38% | 82,898 | $3.6M | Add +89.3% |
| CART Maplebear Inc. | 1.58% | 50,825 | $2.4M | Reduce -42.3% |
| TOST Toast Inc. Class A | 1.35% | 74,212 | $2.1M | Reduce -1.1% |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -46.0% | 3.16% | −5.10 |
| DV Doubleverify Holdings Inc. | Reduce -62.2% | 2.63% | −3.76 |
| SONO Sonos Inc. | Reduce -20.0% | 8.29% | −2.48 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -20.9% | 10.66% | −1.95 |
| VIK Viking Holdings Ltd. | Reduce -33.5% | 14.21% | −1.52 |
| BIRK Birkenstock Holding PLC | Reduce -33.6% | 3.43% | −1.08 |
| CART Maplebear Inc. | Reduce -42.3% | 1.58% | −0.69 |
| TOST Toast Inc. Class A | Reduce -1.1% | 1.35% | −0.01 |
| BROS Dutch Bros Inc. Class A | Reduce -25.6% | 11.03% | +0.05 |
| REAL The Realreal Inc. | Reduce -8.3% | 10.04% | +1.19 |
| FPS Forgent Power Solutions Class A | Reduce -31.1% | 7.06% | +1.43 |
| ALAB Astera Labs Inc. | Reduce -5.8% | 6.24% | +4.66 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $152.7M | VIK, BROS, IBN, REAL, SONO |
| Q1 2026 | 15 | $145.5M | VIK, IBN, BROS, SONO, REAL |
| Q4 2025 | 13 | $158.0M | VIK, REAL, IBN, BROS, SONO |
| Q3 2025 | 13 | $143.6M | VIK, IBN, NFLX, BROS, REAL |
| Q2 2025 | 14 | $146.8M | IBN, NFLX, VIK, BROS, DV |
| Q1 2025 | 15 | $130.3M | IBN, VIK, BROS, NFLX, CART |
| Q4 2024 | 15 | $136.0M | IBN, CART, BROS, VIK, NFLX |
| Q3 2024 | 16 | $129.6M | CART, IBN, VIK, NFLX, BROS |
| Q2 2024 | 14 | $140.1M | IBN, CART, BROS, NFLX, FIVE |
| Q1 2024 | 16 | $161.9M | FIVE, NFLX, CART, AMD, IBN |