Crestwood Capital Management, L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Crestwood Capital Management, L.P. reported 16 stock positions worth $161.9 million. Its top holding was Five Below (FIVE) at 12.5% of the portfolio, followed by Netflix (NFLX, 11.8%) and Maplebear (CART, 10.8%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 5 and reduced 9. The biggest buy was Maplebear (CART, shares +68%) and the biggest sale Texas Instruments (TXN, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001468395
- Portfolio Value
- $161.9M (Q1 2024)
- SEC Filing
- 0001468395-24-000003 ↗ filed May 13, 2024
Holdings Value
Holdings 16 stocks · $161.9M
| FIVE Five Below | 12.50% | 111,566 | $20.2M | Add +45.6% |
| NFLX Netflix Inc. | 11.78% | 31,408 | $19.1M | Reduce -7.6% |
| CART Maplebear Inc. | 10.84% | 470,775 | $17.6M | Add +67.6% |
| AMD Advanced Micro Devices | 9.63% | 86,357 | $15.6M | Reduce -38.5% |
| IBN Icici Bank Ltd.-Spon ADR | 9.41% | 576,645 | $15.2M | Add +0.0% |
| HTHT H World Group Ltd.-ADR | 8.07% | 337,747 | $13.1M | Reduce -17.1% |
| DV Doubleverify Holdings Inc. | 8.04% | 370,180 | $13.0M | Add +5.6% |
| PGNY Progyny Inc. | 7.47% | 316,831 | $12.1M | Reduce -31.8% |
| BROS Dutch Bros Inc. Class A | 6.54% | 320,703 | $10.6M | Reduce -0.1% |
| DDOG Datadog Inc. Class A | 3.81% | 49,908 | $6.2M | Reduce -0.2% |
| BIRK Birkenstock Holding PLC | 3.54% | 121,285 | $5.7M | Reduce -9.3% |
| TXN Texas Instruments Inc. | 2.68% | 24,887 | $4.3M | Reduce -61.7% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 2.13% | 880,721 | $3.4M | Add +0.3% |
| SNPS Synopsys Inc. | 1.43% | 4,057 | $2.3M | Reduce -76.5% |
| IAS Integral Ad Science Holding | 1.23% | 200,000 | $2.0M | New |
| ALAB Astera Labs Inc. | 0.92% | 20,000 | $1.5M | New |
Portfolio Sells Q4 2023 → Q1 2024
| TXN Texas Instruments Inc. | Reduce -61.7% | 2.68% | −3.88 |
| SNPS Synopsys Inc. | Reduce -76.5% | 1.43% | −3.83 |
| PGNY Progyny Inc. | Reduce -31.8% | 7.47% | −2.77 |
| AMD Advanced Micro Devices | Reduce -38.5% | 9.63% | −2.63 |
| XMTR Xometry Inc. Class A | Sold out | 0.00% | −2.07 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.87 |
| BIRK Birkenstock Holding PLC | Reduce -9.3% | 3.54% | −0.32 |
| HTHT H World Group Ltd.-ADR | Reduce -17.1% | 8.07% | +0.01 |
| DDOG Datadog Inc. Class A | Reduce -0.2% | 3.81% | +0.22 |
| BROS Dutch Bros Inc. Class A | Reduce -0.1% | 6.54% | +0.51 |
| NFLX Netflix Inc. | Reduce -7.6% | 11.78% | +1.98 |
Portfolio Buys Q4 2023 → Q1 2024
| CART Maplebear Inc. | Add +67.6% | 10.84% | +6.94 |
| FIVE Five Below | Add +45.6% | 12.50% | +2.82 |
| IBN Icici Bank Ltd.-Spon ADR | Add +0.0% | 9.41% | +1.27 |
| IAS Integral Ad Science Holding | New | 1.23% | +1.23 |
| REAL The Realreal Inc. | Add +0.3% | 2.13% | +1.08 |
| ALAB Astera Labs Inc. | New | 0.92% | +0.92 |
| DV Doubleverify Holdings Inc. | Add +5.6% | 8.04% | +0.40 |
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 |