Filed: 11/12/2025ACC: 0001468395-25-000010
📋 What this filing means
CRESTWOOD CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $143.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$143.60M
Total AUM (reported)
5.13M
Total Shares
Allocation by class
COM$75.36M52.5%
ORD SHS$21.23M14.8%
ADR$20.52M14.3%
CL A$16.54M11.5%
COM SHS$9.08M6.3%
SPONSORED ADS$860.0K0.6%
Portfolio Concentration
Top 3$60.93M42.4%
4–10$79.51M55.4%
11–25$3.15M2.2%
Top 3 weight
42.4%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 5.13M
Sole
Full voting authority
5.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
VIKING HOLDINGS LTD
SOLEShares341.52K
TypeSH
Market value$21.23M
14.78%
Sole
341.52K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares678.90K
TypeSH
Market value$20.52M
14.29%
Sole
678.90K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16K
TypeSH
Market value$19.18M
13.36%
Sole
16K
Shared
0.00
None
0.00
DUTCH BROS INC
SOLEShares310.38K
TypeSH
Market value$16.25M
11.31%
Sole
310.38K
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares1.44M
TypeSH
Market value$15.34M
10.68%
Sole
1.44M
Shared
0.00
None
0.00
DOUBLEVERIFY HLDGS INC
SOLEShares1.14M
TypeSH
Market value$13.65M
9.50%
Sole
1.14M
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares309.90K
TypeSH
Market value$11.39M
7.93%
Sole
309.90K
Shared
0.00
None
0.00
SONOS INC
SOLEShares615K
TypeSH
Market value$9.72M
6.77%
Sole
615K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares200.60K
TypeSH
Market value$9.08M
6.32%
Sole
200.60K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares20.92K
TypeSH
Market value$4.10M
2.85%
Sole
20.92K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares12.32K
TypeSH
Market value$1.99M
1.39%
Sole
12.32K
Shared
0.00
None
0.00
H WORLD GROUP LTD
SOLEShares21.99K
TypeSH
Market value$860.0K
0.60%
Sole
21.99K
Shared
0.00
None
0.00
ACCELERANT HOLDINGS
SOLEShares20K
TypeSH
Market value$297.8K
0.21%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIKING HOLDINGS LTDSOLE | ORD SHS | 341.52K | SH | $21.23M 14.78% | 341.52K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 678.90K | SH | $20.52M 14.29% | 678.90K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 16K | SH | $19.18M 13.36% | 16K | 0.00 | 0.00 |
DUTCH BROS INCSOLE | CL A | 310.38K | SH | $16.25M 11.31% | 310.38K | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 1.44M | SH | $15.34M 10.68% | 1.44M | 0.00 | 0.00 |
DOUBLEVERIFY HLDGS INCSOLE | COM | 1.14M | SH | $13.65M 9.50% | 1.14M | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 309.90K | SH | $11.39M 7.93% | 309.90K | 0.00 | 0.00 |
SONOS INCSOLE | COM | 615K | SH | $9.72M 6.77% | 615K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 200.60K | SH | $9.08M 6.32% | 200.60K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 20.92K | SH | $4.10M 2.85% | 20.92K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.32K | SH | $1.99M 1.39% | 12.32K | 0.00 | 0.00 |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 21.99K | SH | $860.0K 0.60% | 21.99K | 0.00 | 0.00 |
ACCELERANT HOLDINGSSOLE | CL A | 20K | SH | $297.8K 0.21% | 20K | 0.00 | 0.00 |