HoldingsChannel.com
Crestwood Capital Management L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SHOPIFY INC 29,812 -8,997 $12,430
     SHOP29,812-8,997$12,430
ADOBE INC 38,175 -8,246 $12,149
     ADBE38,175-8,246$12,149
FERRARI N V 74,520 -31,210 $11,370
     RACE74,520-31,210$11,370
ANSYS INC 47,923 -10,535 $11,141
     ANSS47,923-10,535$11,141
DOMINOS PIZZA INC 32,821 -305 $10,636
     DPZ32,821-305$10,636
ICICI BANK LIMITED 1,107,068 +6,100 $9,410
     IBN1,107,068+6,100$9,410
SYNOPSYS INC 68,050 +38,509 $8,764
     SNPS68,050+38,509$8,764
SEA LTD 186,670 -52,594 $8,271
     SE186,670-52,594$8,271
CARVANA CO 148,015 +33,510 $8,154
     CVNA148,015+33,510$8,154
SERVICENOW INC 28,153 -9,264 $8,068
     NOW28,153-9,264$8,068
FLEETCOR TECHNOLOGIES INC 41,390 -14,048 $7,721
     FLT41,390-14,048$7,721
PROGYNY INC 339,139 +51,439 $7,186
     PGNY339,139+51,439$7,186
NETFLIX INC 16,710 -15,414 $6,275
     NFLX16,710-15,414$6,275
LUCKIN COFFEE INC 190,091 +35,491 $5,169
     LK190,091+35,491$5,169
XILINX INC 63,017 +43,017 $4,912
     XLNX63,017+43,017$4,912
FIVE BELOW INC 65,243 -10,312 $4,592
     FIVE65,243-10,312$4,592
NIKE INC 46,899 -22,235 $3,880
     NKE46,899-22,235$3,880
AVALARA INC 43,200 +43,200 $3,223
     AVLR43,200+43,200$3,223
VISA INC 17,011 -11,604 $2,741
     V17,011-11,604$2,741
MOODYS CORP 9,540 +8,037 $2,018
     MCO9,540+8,037$2,018
CARGURUS INC 90,326 -121,140 $1,711
     CARG90,326-121,140$1,711
S&P GLOBAL INC 6,480 +6,480 $1,588
     SPGI6,480+6,480$1,588
PAGSEGURO DIGITAL LTD 66,335 -614 $1,282
     PAGS66,335-614$1,282
CORPORACION AMER ARPTS S A 540,000 -5,000 $999
     CAAP540,000-5,000$999

See Full List: All Stocks Held By Crestwood Capital Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Crestwood Capital Management L.P.

Size ($ in 1000's)
At 03/31/2020: $154,407
At 12/31/2019: $202,152

Crestwood Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crestwood Capital Management L.P. 13F filings. Link to 13F filings: SEC filings

Crestwood Capital Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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