Crestwood Capital Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Crestwood Capital Management, L.P. reported 15 stock positions worth $145.5 million. Its top holding was Viking (VIK) at 15.7% of the portfolio, followed by Icici Bank Ltd.-Spon ADR (IBN, 12.6%) and Dutch Bros Class A (BROS, 11.0%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 5 and reduced 4. The biggest buy was a new position in Forgent Power Solutions Class A (FPS) and the biggest sale Maplebear (CART, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001468395
- Portfolio Value
- $145.5M (Q1 2026)
- SEC Filing
- 0001468395-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 15 stocks · $145.5M
| VIK Viking Holdings Ltd. | 15.73% | 311,522 | $22.9M | Reduce -6.0% |
| IBN Icici Bank Ltd.-Spon ADR | 12.62% | 708,900 | $18.4M | Add +4.4% |
| BROS Dutch Bros Inc. Class A | 10.98% | 315,379 | $16.0M | Add +10.5% |
| SONO Sonos Inc. | 10.77% | 1,170,000 | $15.7M | Add +23.2% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 8.85% | 1,418,081 | $12.9M | Add +5.6% |
| NFLX Netflix Inc. | 8.26% | 124,970 | $12.0M | Reduce -10.7% |
| AKAM Akamai Technologies Inc. | 6.91% | 87,500 | $10.0M | No change |
| DV Doubleverify Holdings Inc. | 6.39% | 979,157 | $9.3M | Reduce -14.1% |
| FPS Forgent Power Solutions Class A | 5.63% | 280,000 | $8.2M | New |
| BIRK Birkenstock Holding PLC | 4.51% | 183,332 | $6.6M | Add +37.5% |
| FTAI Ftai Aviation Ltd. | 3.03% | 18,000 | $4.4M | New |
| CART Maplebear Inc. | 2.27% | 88,017 | $3.3M | Reduce -69.6% |
| ALAB Astera Labs Inc. | 1.58% | 20,920 | $2.3M | No change |
| TOST Toast Inc. Class A | 1.37% | 75,000 | $2.0M | New |
| DT Dynatrace Inc. | 1.11% | 43,802 | $1.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| FPS Forgent Power Solutions Class A | New | 5.63% | +5.63 |
| FTAI Ftai Aviation Ltd. | New | 3.03% | +3.03 |
| TOST Toast Inc. Class A | New | 1.37% | +1.37 |
| DT Dynatrace Inc. | New | 1.11% | +1.11 |
| BIRK Birkenstock Holding PLC | Add +37.5% | 4.51% | +1.06 |
| SONO Sonos Inc. | Add +23.2% | 10.77% | +0.21 |
| BROS Dutch Bros Inc. Class A | Add +10.5% | 10.98% | −0.08 |
| IBN Icici Bank Ltd.-Spon ADR | Add +4.4% | 12.62% | −0.19 |
| REAL The Realreal Inc. | Add +5.6% | 8.85% | −4.57 |
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 |