StockDriftsStockDriftsTop 11 Crescent Park Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 17.15% | 18.5K | $6.9M | -15.95%(-3.50K) | $31.09(+1243.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 15.17% | 25.6K | $6.1M | -14.01%(-4.18K) | $131.95(+100.93%) | 2026-06-30 | |
| KKR | KKR & CO INC | 10.86% | 48.0K | $4.4M | -11.75%(-6.39K) | $33.21(+247.17%) | 2026-06-30 | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 10.66% | 875.8K | $4.3M | new | $10.20(-30.20%) | 2026-06-30 | |
| DASH | DOORDASH INC | 10.55% | 22.9K | $4.3M | -5.11%(-1.23K) | $78.77(+174.54%) | 2026-06-30 | |
| APO | APOLLO GLOBAL MGMT INC | 8.47% | 29.4K | $3.4M | new | $82.31(+74.44%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.21% | 7.1K | $3.3M | -16.56%(-1.41K) | $178.50(+141.17%) | 2026-06-30 | |
| VRSK | VERISK ANALYTICS INC | 7.82% | 17.7K | $3.2M | new | $183.44(+1.36%) | 2026-06-30 | |
| GDDY | GODADDY INC | 5.22% | 25.2K | $2.1M | -14.29%(-4.21K) | $71.60(+37.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.64% | 9.5K | $1.9M | -17.16%(-1.97K) | $125.03(+80.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.95% | +68.31% | +6.54% | +37.29% |
| Top 20 Holdings Unweighted | +12.89% | +43.86% | +3.28% | +17.49% |
Crescent Park Management L P reports $40.48M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (17.1%), AMZN (15.2%) and KKR (10.9%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +68.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crescent Park Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1629984). View Crescent Park Management L P’s 13F filings on SEC