Filed: 5/12/2026ACC: 0001468395-26-000003
📋 What this filing means
CRESTWOOD CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $145.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$145.52M
Total AUM (reported)
5.82M
Total Shares
Allocation by class
COM$65.51M45.0%
ORD SHS$22.89M15.7%
ADR$18.36M12.6%
CL A$17.97M12.3%
COM SHS CL A$8.20M5.6%
COM SHS$6.57M4.5%
SHS$4.41M3.0%
Portfolio Concentration
Top 3$57.23M39.3%
4–10$74.69M51.3%
11–25$13.61M9.4%
Top 3 weight
39.3%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 5.82M
Sole
Full voting authority
5.82M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
VIKING HOLDINGS LTD
SOLEShares311.52K
TypeSH
Market value$22.89M
15.73%
Sole
311.52K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares708.90K
TypeSH
Market value$18.36M
12.62%
Sole
708.90K
Shared
0.00
None
0.00
DUTCH BROS INC
SOLEShares315.38K
TypeSH
Market value$15.98M
10.98%
Sole
315.38K
Shared
0.00
None
0.00
SONOS INC
SOLEShares1.17M
TypeSH
Market value$15.68M
10.77%
Sole
1.17M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares1.42M
TypeSH
Market value$12.88M
8.85%
Sole
1.42M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares124.97K
TypeSH
Market value$12.02M
8.26%
Sole
124.97K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares87.50K
TypeSH
Market value$10.05M
6.91%
Sole
87.50K
Shared
0.00
None
0.00
DOUBLEVERIFY HLDGS INC
SOLEShares979.16K
TypeSH
Market value$9.30M
6.39%
Sole
979.16K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares280K
TypeSH
Market value$8.20M
5.63%
Sole
280K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares183.33K
TypeSH
Market value$6.57M
4.51%
Sole
183.33K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares18K
TypeSH
Market value$4.41M
3.03%
Sole
18K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares88.02K
TypeSH
Market value$3.30M
2.27%
Sole
88.02K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares20.92K
TypeSH
Market value$2.29M
1.58%
Sole
20.92K
Shared
0.00
None
0.00
TOAST INC
SOLEShares75K
TypeSH
Market value$1.99M
1.37%
Sole
75K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares43.80K
TypeSH
Market value$1.62M
1.11%
Sole
43.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIKING HOLDINGS LTDSOLE | ORD SHS | 311.52K | SH | $22.89M 15.73% | 311.52K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 708.90K | SH | $18.36M 12.62% | 708.90K | 0.00 | 0.00 |
DUTCH BROS INCSOLE | CL A | 315.38K | SH | $15.98M 10.98% | 315.38K | 0.00 | 0.00 |
SONOS INCSOLE | COM | 1.17M | SH | $15.68M 10.77% | 1.17M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 1.42M | SH | $12.88M 8.85% | 1.42M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 124.97K | SH | $12.02M 8.26% | 124.97K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 87.50K | SH | $10.05M 6.91% | 87.50K | 0.00 | 0.00 |
DOUBLEVERIFY HLDGS INCSOLE | COM | 979.16K | SH | $9.30M 6.39% | 979.16K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 280K | SH | $8.20M 5.63% | 280K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 183.33K | SH | $6.57M 4.51% | 183.33K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 18K | SH | $4.41M 3.03% | 18K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 88.02K | SH | $3.30M 2.27% | 88.02K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 20.92K | SH | $2.29M 1.58% | 20.92K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 75K | SH | $1.99M 1.37% | 75K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 43.80K | SH | $1.62M 1.11% | 43.80K | 0.00 | 0.00 |