Crestwood Capital Management, L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Crestwood Capital Management, L.P. reported 16 stock positions worth $129.6 million. Its top holding was Maplebear (CART) at 14.1% of the portfolio, followed by Icici Bank Ltd.-Spon ADR (IBN, 12.9%) and Viking (VIK, 12.7%). Compared with Q2 2024, it opened 2 new positions, added to 6 and reduced 8. The biggest buy was Viking (VIK, shares +237%) and the biggest sale Five Below (FIVE, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001468395
- Portfolio Value
- $129.6M (Q3 2024)
- SEC Filing
- 0001468395-24-000007 ↗ filed Nov 13, 2024
Holdings Value
Holdings 16 stocks · $129.6M
| CART Maplebear Inc. | 14.05% | 447,041 | $18.2M | Reduce -12.4% |
| IBN Icici Bank Ltd.-Spon ADR | 12.92% | 560,898 | $16.7M | Reduce -3.1% |
| VIK Viking Holdings Ltd. | 12.70% | 471,522 | $16.5M | Add +236.8% |
| NFLX Netflix Inc. | 8.76% | 15,997 | $11.3M | Reduce -28.7% |
| BROS Dutch Bros Inc. Class A | 8.54% | 345,379 | $11.1M | Reduce -11.2% |
| AMD Advanced Micro Devices | 6.75% | 53,318 | $8.7M | Reduce -13.5% |
| HTHT H World Group Ltd.-ADR | 6.37% | 221,988 | $8.3M | Reduce -28.6% |
| PGNY Progyny Inc. | 5.64% | 436,081 | $7.3M | Add +17.9% |
| BIRK Birkenstock Holding PLC | 5.62% | 147,853 | $7.3M | Add +20.8% |
| IAS Integral Ad Science Holding | 5.43% | 650,738 | $7.0M | Add +0.3% |
| DV Doubleverify Holdings Inc. | 4.86% | 374,157 | $6.3M | Reduce -22.7% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 2.89% | 1,193,501 | $3.7M | Add +20.6% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 2.68% | 200,000 | $3.5M | New |
| FIVE Five Below | 1.23% | 18,102 | $1.6M | Reduce -85.2% |
| ALAB Astera Labs Inc. | 0.85% | 20,920 | $1.1M | Add +4.6% |
| SONO Sonos Inc. | 0.71% | 75,000 | $922K | New |
Portfolio Sells Q2 2024 → Q3 2024
| FIVE Five Below | Reduce -85.2% | 1.23% | −8.27 |
| BROS Dutch Bros Inc. Class A | Reduce -11.2% | 8.54% | −2.96 |
| NFLX Netflix Inc. | Reduce -28.7% | 8.76% | −2.06 |
| DV Doubleverify Holdings Inc. | Reduce -22.7% | 4.86% | −1.87 |
| HTHT H World Group Ltd.-ADR | Reduce -28.6% | 6.37% | −1.02 |
| AMD Advanced Micro Devices | Reduce -13.5% | 6.75% | −0.39 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.1% | 12.92% | +1.01 |
| CART Maplebear Inc. | Reduce -12.4% | 14.05% | +2.35 |
Portfolio Buys Q2 2024 → Q3 2024
| VIK Viking Holdings Ltd. | Add +236.8% | 12.70% | +9.30 |
| JAMF Jamf Holding Corp. | New | 2.68% | +2.68 |
| IAS Integral Ad Science Holding | Add +0.3% | 5.43% | +0.93 |
| BIRK Birkenstock Holding PLC | Add +20.8% | 5.62% | +0.87 |
| SONO Sonos Inc. | New | 0.71% | +0.71 |
| REAL The Realreal Inc. | Add +20.6% | 2.89% | +0.64 |
| ALAB Astera Labs Inc. | Add +4.6% | 0.85% | −0.02 |
| PGNY Progyny Inc. | Add +17.9% | 5.64% | −1.91 |
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 |