HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ADVANCED MICRO DEVICES INC |
140,450 | -15,458 | $20,704 |
| AMD | 140,450 | -15,458 | $20,704 |
| PROGYNY INC |
464,810 | -20,957 | $17,282 |
| PGNY | 464,810 | -20,957 | $17,282 |
| NETFLIX INC |
34,004 | -7,535 | $16,556 |
| NFLX | 34,004 | -7,535 | $16,556 |
| FIVE BELOW INC |
76,646 | -10,175 | $16,338 |
| FIVE | 76,646 | -10,175 | $16,338 |
| ICICI BANK LIMITED |
576,507 | -66,709 | $13,744 |
| IBN | 576,507 | -66,709 | $13,744 |
| H WORLD GROUP LTD |
407,162 | +24,346 | $13,615 |
| HTHT | 407,162 | +24,346 | $13,615 |
| DOUBLEVERIFY HLDGS INC |
350,531 | +55,807 | $12,893 |
| DV | 350,531 | +55,807 | $12,893 |
| TEXAS INSTRS INC |
64,973 | +8,043 | $11,075 |
| TXN | 64,973 | +8,043 | $11,075 |
| DUTCH BROS INC |
321,097 | +1,097 | $10,169 |
| BROS | 321,097 | +1,097 | $10,169 |
| SYNOPSYS INC |
17,267 | -46 | $8,891 |
| SNPS | 17,267 | -46 | $8,891 |
| MAPLEBEAR INC |
280,958 | +280,958 | $6,594 |
| CART | 280,958 | +280,958 | $6,594 |
| BIRKENSTOCK HOLDING PLC |
133,687 | +133,687 | $6,515 |
| BIRK | 133,687 | +133,687 | $6,515 |
| DATADOG INC |
50,000 | +50,000 | $6,069 |
| DDOG | 50,000 | +50,000 | $6,069 |
| XOMETRY INC |
97,570 | -180 | $3,504 |
| XMTR | 97,570 | -180 | $3,504 |
| ALPHABET INC |
22,603 | +22,603 | $3,157 |
| GOOGL | 22,603 | +22,603 | $3,157 |
| THE REALREAL INC |
878,289 | -4,254 | $1,765 |
| REAL | 878,289 | -4,254 | $1,765 |
 FLOOR & DECOR HLDGS INC |
0 | -40,240 | $0 (exited) |
| FND | 0 | -40,240 | $0 |
See Summary: Crestwood Capital Management L.P. Top Holdings
See Details: Top 10 Stocks Held By Crestwood Capital Management L.P.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CART | +280,958 | +$6,594 |
| BIRK | +133,687 | +$6,515 |
| DDOG | +50,000 | +$6,069 |
| GOOGL | +22,603 | +$3,157 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| FND | -40,240 | -$3,642 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DV | +55,807 | +$4,655 |
| HTHT | +24,346 | -$1,479 |
| TXN | +8,043 | +$2,023 |
| BROS | +1,097 | +$2,729 |
| SNPS | -46 | +$945 |
| XMTR | -180 | +$1,844 |
| REAL | -4,254 | -$97 |
| NFLX | -7,535 | +$871 |
| FIVE | -10,175 | +$2,369 |
| AMD | -15,458 | +$4,674 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| IBN | -66,709 | -$1,127 |
| PGNY | -20,957 | +$756 |
|
Size ($ in 1000's)
At 12/31/2023: $168,871 At 09/30/2023: $132,015 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 |
