Crestwood Capital Management, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Crestwood Capital Management, L.P. reported 14 stock positions worth $140.1 million. Its top holding was Icici Bank Ltd.-Spon ADR (IBN) at 11.9% of the portfolio, followed by Maplebear (CART, 11.7%) and Dutch Bros Class A (BROS, 11.5%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 9 and reduced 3. The biggest buy was Dutch Bros Class A (BROS, shares +21%) and the biggest sale an exit from Datadog Class A (DDOG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001468395
- Portfolio Value
- $140.1M (Q2 2024)
- SEC Filing
- 0001468395-24-000006 ↗ filed Aug 13, 2024
Holdings Value
Holdings 14 stocks · $140.1M
| IBN Icici Bank Ltd.-Spon ADR | 11.91% | 579,048 | $16.7M | Add +0.4% |
| CART Maplebear Inc. | 11.71% | 510,179 | $16.4M | Add +8.4% |
| BROS Dutch Bros Inc. Class A | 11.50% | 389,009 | $16.1M | Add +21.3% |
| NFLX Netflix Inc. | 10.81% | 22,439 | $15.1M | Reduce -28.6% |
| FIVE Five Below | 9.50% | 122,102 | $13.3M | Add +9.4% |
| PGNY Progyny Inc. | 7.55% | 369,750 | $10.6M | Add +16.7% |
| HTHT H World Group Ltd.-ADR | 7.39% | 310,727 | $10.4M | Reduce -8.0% |
| AMD Advanced Micro Devices | 7.14% | 61,626 | $10.0M | Reduce -28.6% |
| DV Doubleverify Holdings Inc. | 6.73% | 484,073 | $9.4M | Add +30.8% |
| BIRK Birkenstock Holding PLC | 4.75% | 122,402 | $6.7M | Add +0.9% |
| IAS Integral Ad Science Holding | 4.50% | 648,797 | $6.3M | Add +224.4% |
| VIK Viking Holdings Ltd. | 3.39% | 140,000 | $4.8M | New |
| REAL The Realreal Inc. filed as THE REALREAL INC | 2.25% | 989,275 | $3.2M | Add +12.3% |
| ALAB Astera Labs Inc. | 0.86% | 20,000 | $1.2M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| BROS Dutch Bros Inc. Class A | Add +21.3% | 11.50% | +4.96 |
| VIK Viking Holdings Ltd. | New | 3.39% | +3.39 |
| IAS Integral Ad Science Holding | Add +224.4% | 4.50% | +3.27 |
| IBN Icici Bank Ltd.-Spon ADR | Add +0.4% | 11.91% | +2.50 |
| BIRK Birkenstock Holding PLC | Add +0.9% | 4.75% | +1.22 |
| CART Maplebear Inc. | Add +8.4% | 11.71% | +0.86 |
| REAL The Realreal Inc. | Add +12.3% | 2.25% | +0.13 |
| PGNY Progyny Inc. | Add +16.7% | 7.55% | +0.09 |
| DV Doubleverify Holdings Inc. | Add +30.8% | 6.73% | −1.31 |
| FIVE Five Below | Add +9.4% | 9.50% | −3.00 |
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 |